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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
876
Brio Consultants
California
$887K -$2.07M -23,467 -70%
CF
877
Centaurus Financial
California
$884K +$111K +1,253 +14%
RMAM
878
Raab & Moskowitz Asset Management
New Jersey
$883K -$224K -2,536 -20%
IC
879
IEQ Capital
California
$879K -$218K -2,471 -20%
CIA
880
Concurrent Investment Advisors
Florida
$875K +$875K +9,898 New
TSW
881
Thompson Siegel & Walmsley
Virginia
$872K -$56.8K -643 -6%
MFT
882
Moisand Fitzgerald Tamayo
Florida
$870K -$49.1K -556 -5%
EWM
883
Endowment Wealth Management
Wisconsin
$869K +$31.2K +353 +4%
ECG
884
Edge Capital Group
Georgia
$864K +$196K +2,217 +29%
LWP
885
Laurel Wealth Planning
Minnesota
$864K +$12.1K +137 +1%
RWM
886
Ruedi Wealth Management
Illinois
$864K +$361K +4,089 +72%
CWM
887
Chesapeake Wealth Management
Virginia
$863K -$1.59K -18 -0.2%
WPW
888
Watershed Private Wealth
Illinois
$862K -$44.5K -504 -5%
KCIC
889
Kuhn & Co Investment Counsel
Illinois
$861K +$861K +9,742 New
CA
890
Carson Advisory
Georgia
$847K -$2.47K -28 -0.3%
NRWA
891
North Ridge Wealth Advisors
Oregon
$843K -$263K -2,979 -24%
MFG
892
Magnus Financial Group
New York
$839K +$244K +2,761 +41%
LGWM
893
Litman Gregory Wealth Management
California
$839K +$18.1K +205 +2%
JCM
894
Jacobi Capital Management
Pennsylvania
$831K +$29.8K +337 +4%
MFA
895
Mayflower Financial Advisors
Massachusetts
$827K -$177 -2 -0%
CAL
896
Capital Analysts LLC
Pennsylvania
$826K +$52.9K +599 +7%
CD
897
Chapin Davis
Maryland
$824K +$12.5K +141 +2%
FFO
898
Fiduciary Family Office
Florida
$822K +$822K +9,306 New
ERWM
899
Elk River Wealth Management
Colorado
$820K -$153K -1,731 -16%
GIA
900
Gladstone Institutional Advisory
Florida
$819K -$13.7K -155 -2%
34 35
36
37 38