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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,343 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 583 increasing their positions, 486 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.65%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
583
Reduced
486
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$157M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$136M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
5
Charles Schwab
Charles Schwab
California
+$101M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
UBS Group
UBS Group
Switzerland
-$73.8M
3
SS
Simplicity Solutions
Minnesota
-$45.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$40.1M
5
Wells Fargo
Wells Fargo
California
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
901
Madden Advisory Services
Florida
$447K -$275 -3 -0.1%
LA
902
Latitude Advisors
Florida
$447K +$86.8K +945 +24%
PWM
903
PBMares Wealth Management
Virginia
$446K +$172K +1,872 +63%
PWA
904
Peterson Wealth Advisors
Utah
$445K -$10.6K -115 -2%
MFS
905
McNamara Financial Services
Massachusetts
$440K +$14.4K +169 +3%
NCG
906
Newport Capital Group
New Jersey
$437K +$8.53K +93 +2%
RFN
907
RDA Financial Network
Iowa
$436K -$1.93K -21 -0.4%
MIAS
908
Mason Investment Advisory Services
Virginia
$434K -$1.75K -19 -0.4%
NSIM
909
North Star Investment Management
Illinois
$433K +$3.4K +37 +0.8%
FWIA
910
Fort Washington Investment Advisors
Ohio
$433K +$37.6K +410 +10%
SAMT
911
Select Asset Management & Trust
Pennsylvania
$433K +$433K +4,710 New
HWA
912
Hillcrest Wealth Advisors
New Jersey
$432K -$577K -6,275 -57%
NPF
913
Norris Perne & French
Michigan
$432K – – –
PCTC
914
Perkins Coie Trust Company
Washington
$428K – – –
CAM
915
Cozad Asset Management
Illinois
$425K +$92 +1 +0%
CT
916
Columbia Trust
Oregon
$422K -$75.8K -826 -15%
APSP
917
Asset Planning Services (Pennsylvania)
Pennsylvania
$421K -$20.3K -221 -5%
Kovitz Investment Group Partners
918
Kovitz Investment Group Partners
Illinois
$421K +$3.12K +34 +0.7%
MCCP
919
Mission Creek Capital Partners
California
$420K +$552 +6 +0.1%
FWM
920
Frontier Wealth Management
Missouri
$420K +$420K +4,573 New
MW
921
MBL Wealth
North Carolina
$418K +$418K +4,550 New
UA
922
Unison Advisors
District of Columbia
$417K +$28K +305 +7%
CS
923
Cannell & Spears
New York
$413K -$1.38K -15 -0.3%
GFP
924
Gryphon Financial Partners
Ohio
$413K – – –
TFS
925
TrustCore Financial Services
Tennessee
$412K -$18.4K -200 -4%
35 36
37
38 39