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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
926
Laurel Wealth Advisors (North Carolina)
North Carolina
$897K +$10.7K +101 +1%
UA
927
Unison Advisors
District of Columbia
$894K +$196K +1,849 +29%
FIBT
928
First International Bank & Trust
North Dakota
$893K +$1.27K +12 +0.1%
LIM
929
Loudon Investment Management
New Hampshire
$892K -$21.2K -200 -2%
ACP
930
Ashfield Capital Partners
California
$892K +$9.1K +86 +1%
BMD
931
Better Money Decisions
New Mexico
$890K +$199K +1,879 +30%
NB
932
Northwest Bancshares
Pennsylvania
$888K -$44.6K -421 -5%
IFA
933
Index Fund Advisors
California
$888K +$8.68K +82 +1%
SSC
934
Syverson Strege & Co
Iowa
$884K +$32K +302 +4%
AWS
935
AJ Wealth Strategies
New York
$882K +$1.06K +10 +0.1%
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$879K +$51.6K +488 +6%
SOS
937
Silver Oak Securities
Tennessee
$877K +$845K +7,984 New
CWM
938
Congress Wealth Management
Massachusetts
$876K -$867K -8,190 -50%
FCM
939
Fourpath Capital Management
Oklahoma
$876K -$67.2K -635 -7%
FTS
940
Fifth Third Securities
Ohio
$876K +$20.2K +191 +2%
FNB
941
Farmers National Bank
Kentucky
$872K -$103K -975 -11%
MFG
942
Magnus Financial Group
New York
$871K +$65.5K +619 +8%
AWM
943
Aevitas Wealth Management
Massachusetts
$869K -$78.5K -742 -8%
AWM
944
Abound Wealth Management
Tennessee
$868K +$298K +2,813 +54%
FNT
945
First National Trust
Pennsylvania
$867K +$291K +2,746 +52%
PCG
946
Prosperity Consulting Group
Maryland
$865K +$24.8K +234 +3%
OCAM
947
Onex Canada Asset Management
Ontario, Canada
$865K +$565K +5,338 +202%
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
$859K +$21.2K +200 +3%
CAM
949
Cozad Asset Management
Illinois
$856K +$197K +1,866 +31%
5L
950
55I LLC
Massachusetts
$854K +$5.61K +53 +0.7%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.