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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$627M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
Bank of America
Bank of America
North Carolina
-$81.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$34.9M
5
Millennium Management
Millennium Management
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
901
Prosperity Capital Advisors
Ohio
$760K +$760K +9,213 New
National Bank of Canada
902
National Bank of Canada
Quebec, Canada
$756K +$2.8K +34 +0.4%
SSW
903
Stone Summit Wealth
Florida
$754K -$6.85K -83 -0.9%
NCM
904
NCM Capital Management
New Jersey
$750K -$2.64K -32 -0.4%
PWMAG
905
Pinnacle Wealth Management Advisory Group
New Jersey
$749K +$61K +739 +9%
TSW
906
Thompson Siegel & Walmsley
Virginia
$746K +$103K +1,247 +16%
BFC
907
Bedel Financial Consulting
Indiana
$744K +$3.13K +38 +0.4%
IWN
908
Independent Wealth Network
Iowa
$740K +$39.4K +478 +6%
FNB
909
Farmers National Bank
Kentucky
$736K +$83.9K +1,017 +13%
NRI
910
NFP Retirement Inc
California
$736K +$16.5K +200 +2%
FNBT
911
FineMark National Bank & Trust
Florida
$734K -$21.5K -261 -3%
AAS
912
Asset Allocation Strategies
Michigan
$730K +$730K +8,850 New
VCP
913
Verus Capital Partners
Arizona
$729K -$292K -3,538 -29%
HHGA
914
Halbert Hargrove Global Advisors
California
$728K +$383K +4,644 +111%
WWM
915
Western Wealth Management
Colorado
$727K -$579K -7,025 -44%
GEA
916
Glen Eagle Advisors
New Jersey
$727K -$15.6K -189 -2%
SIC
917
Samalin Investment Counsel
New York
$726K +$97.3K +1,180 +15%
WF
918
Warner Financial
Maryland
$725K +$127K +1,546 +21%
FB
919
First Bancorp
Maine
$725K – – –
AWM
920
Apollon Wealth Management
South Carolina
$722K -$50.3K -610 -7%
FP
921
Financial Perspectives
Minnesota
$722K -$209K -2,531 -22%
RW
922
Reframe Wealth
Virginia
$718K +$718K +8,707 New
CDIA
923
Capital Directions Investment Advisors
Georgia
$718K +$718K +8,707 New
ANTB
924
AMG National Trust Bank
Colorado
$716K -$31.6K -383 -4%
SSC
925
Syverson Strege & Co
Iowa
$714K +$32.7K +397 +5%
35 36
37
38 39