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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 %
MWM
926
Merriman Wealth Management
Washington
$710K +$20K +242 +3%
FTS
927
Fifth Third Securities
Ohio
$709K -$183K -2,213 -20%
TCA
928
Trifecta Capital Advisors
Illinois
$708K +$708K +8,578 New
WA
929
Wealth Architects
California
$703K -$85K -1,030 -11%
CWA
930
Capital Wealth Alliance
Arizona
$702K -$1.06M -12,844 -60%
BA
931
Bluesphere Advisors
Pennsylvania
$700K -$156K -1,896 -18%
AWE
932
Avidian Wealth Enterprises
Texas
$694K +$29.8K +361 +4%
LWP
933
Laurel Wealth Planning
Minnesota
$693K +$90.3K +1,095 +15%
HFS
934
Howard Financial Services
Texas
$691K +$107K +1,297 +18%
NCG
935
Newport Capital Group
New Jersey
$689K -$283K -3,428 -29%
CAN
936
Claraphi Advisory Network
United States
$687K +$331K +4,017 +93%
C
937
Certuity
Florida
$687K -$67K -812 -9%
Luther King Capital Management (LKCM)
938
Luther King Capital Management (LKCM)
Texas
$686K +$8.33K +101 +1%
GL
939
Graypoint LLC
New York
$686K +$495 +6 +0.1%
MAWA
940
Moss Adams Wealth Advisors
Washington
$684K +$684K +8,293 New
TPWA
941
TRUE Private Wealth Advisors
Oregon
$681K +$13.1K +159 +2%
MFWM
942
Motley Fool Wealth Management
Virginia
$680K +$460K +5,580 +209%
AC
943
Apella Capital
Connecticut
$678K +$108K +1,314 +19%
WE
944
Wealth Effects
Massachusetts
$677K +$677K +8,213 New
Deutsche Bank
945
Deutsche Bank
Germany
$676K +$82.5K +1,000 +14%
PG
946
Patten Group
Tennessee
$676K -$40.5K -491 -6%
LIM
947
Loudon Investment Management
New Hampshire
$675K -$3.79K -46 -0.6%
RWA
948
Ropes Wealth Advisors
Massachusetts
$671K -$2.74M -33,165 -80%
ESB
949
Essex Savings Bank
Connecticut
$669K +$79.8K +968 +14%
CIP
950
Capital Insight Partners
Arizona
$666K -$84.5K -1,025 -11%
36 37
38
39 40