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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 %
AAS
901
Annex Advisory Services
Wisconsin
$816K -$90.6K -1,025 -10%
FFC
902
First Financial Corp
Indiana
$813K +$10.1K +114 +1%
FP
903
Financial Perspectives
Minnesota
$813K +$1.06K +12 +0.1%
SFG
904
StrategIQ Financial Group
Indiana
$812K +$29.6K +335 +4%
PRWA
905
Platte River Wealth Advisors
Colorado
$802K -$526K -5,956 -40%
WSTAM
906
Wilbanks Smith & Thomas Asset Management
Virginia
$799K +$12.3K +139 +2%
FB
907
First Bancorp
Maine
$796K – – –
C
908
Certuity
Florida
$795K +$90.1K +1,020 +13%
SDWIA
909
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$794K +$72.8K +824 +10%
SCA
910
Snowden Capital Advisors
New York
$794K +$40.6K +459 +5%
CSIC
911
Clifford Swan Investment Counsel
California
$793K – – –
OCM
912
Orleans Capital Management
Louisiana
$789K -$191K -2,165 -20%
BFC
913
Bedel Financial Consulting
Indiana
$787K +$6.54K +74 +0.8%
FW
914
Fidato Wealth
Ohio
$787K +$787K +8,902 New
AFS
915
AFG Fiduciary Services
Massachusetts
$784K -$25.1K -286 -3%
VVP
916
Venture Visionary Partners
Ohio
$778K -$59.4K -672 -7%
FIB
917
First Interstate Bank
Montana
$775K -$53.6K -607 -6%
IFA
918
Index Fund Advisors
California
$775K +$17K +192 +2%
HCC
919
Hirtle Callaghan & Co
Pennsylvania
$768K +$359K +4,064 +88%
SMFG
920
Sumitomo Mitsui Financial Group
Japan
$762K -$7.86K -89 -1%
FWP
921
FAS Wealth Partners
Kansas
$760K +$384K +4,348 +102%
FPTW
922
Franklin, Parlapiano, Turner & Welch
Texas
$759K -$165K -1,864 -18%
NRI
923
NFP Retirement Inc
California
$757K -$66.1K -748 -8%
ONSWM
924
Old North State Wealth Management
North Carolina
$754K +$7.09K +80 +0.9%
SSW
925
Smith Shellnut Wilson
Mississippi
$754K – – –
35 36
37
38 39