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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$193M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$75.5M
3
BP
Ballentine Partners
Massachusetts
+$55.4M
4
Millennium Management
Millennium Management
New York
+$46.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$41.9M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$301M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$117M
3
Wells Fargo
Wells Fargo
California
-$78.2M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$69.4M
5
VA
Valmark Advisers
Ohio
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
926
Golden State Equity Partners
California
$599K +$599K +7,165 New
WA
927
Wealth Architects
California
$598K -$91.2K -1,091 -13%
BPC
928
Banque Pictet & Cie
Switzerland
$596K – – –
AWS
929
AJ Wealth Strategies
New York
$594K – – –
AFGAS
930
Allegiance Financial Group Advisory Services
Virginia
$593K -$80.9K -968 -12%
WP
931
WMS Partners
Maryland
$590K +$387K +4,632 +191%
SIG
932
Spinnaker Investment Group
California
$587K -$20.2K -242 -3%
AT
933
Avalon Trust
New Mexico
$587K – – –
NSIM
934
North Star Investment Management
Illinois
$583K -$256K -3,066 -31%
FWCM
935
Ferguson Wellman Capital Management
Oregon
$578K -$195K -2,335 -25%
LFAS
936
Level Four Advisory Services
Texas
$574K +$103K +1,236 +22%
PSB
937
Piscataqua Savings Bank
New Hampshire
$574K -$16.1K -193 -3%
FNBOH
938
First National Bank of Hutchinson
Kansas
$572K – – –
DDC
939
DF Dent & Co
Maryland
$571K -$596K -7,127 -51%
MFG
940
Magnus Financial Group
New York
$570K – – –
LNWWM
941
Laird Norton Wetherby Wealth Management
California
$569K +$249K +2,983 +78%
SDWIA
942
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$569K +$42.1K +504 +8%
EFS
943
Essex Financial Services
Connecticut
$568K -$37.2K -445 -6%
VFP
944
Verus Financial Partners
Virginia
$562K -$67K -777 -11%
AG
945
Advocate Group
Minnesota
$562K +$80.9K +968 +17%
WAG
946
Winthrop Advisory Group
Massachusetts
$561K +$231K +2,738 +70%
HWA
947
Heritage Wealth Advisors
Virginia
$561K +$167 +2 +0%
NF
948
Nikulski Financial
Iowa
$559K -$47.7K -571 -8%
JE
949
JMAC Enterprises
Pennsylvania
$557K -$272K -3,257 -33%
LBC
950
Lowe Brockenbrough & Co
Virginia
$557K -$124K -1,464 -18%
36 37
38
39 40