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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
951
Narus Financial Partners
Utah
$692K +$757K +7,599 New
AWS
952
AJ Wealth Strategies
New York
$688K -$59K -592 -7%
NB
953
Northwest Bancshares
Pennsylvania
$685K -$66.9K -671 -8%
TFA
954
Toth Financial Advisory
Virginia
$685K
GPA
955
Guidance Point Advisors
Massachusetts
$684K +$63.2K +634 +9%
GG
956
Gofen & Glossberg
Illinois
$683K -$10.9K -109 -1%
PHS
957
Pekin Hardy Strauss
Illinois
$682K -$98.7K -990 -12%
FCM
958
Fourpath Capital Management
Oklahoma
$677K -$64.9K -651 -8%
TC
959
TAP Consulting
Missouri
$675K -$181K -1,820 -20%
WP
960
WealthSource Partners
California
$674K -$345K -3,457 -32%
FFWM
961
Future Financial Wealth Management
Ohio
$674K
NL
962
NKCFO LLC
Illinois
$674K
AA
963
AlphaMark Advisors
Kentucky
$671K
JFGIW
964
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$667K -$78.4K -787 -10%
SIC
965
Samalin Investment Counsel
New York
$666K +$142K +1,421 +24%
NRI
966
NFP Retirement Inc
California
$666K +$91.4K +917 +14%
PMG
967
ProVise Management Group
Florida
$664K -$147K -1,470 -17%
WF
968
Warner Financial
Maryland
$657K +$19.6K +197 +3%
OPWM
969
Oakwell Private Wealth Management
Texas
$656K +$164K +1,646 +30%
AC
970
Apella Capital
Connecticut
$654K -$62.4K -626 -8%
HFS
971
Howard Financial Services
Texas
$652K +$19.7K +198 +3%
ESB
972
Essex Savings Bank
Connecticut
$651K
CL
973
COWA LLC
Oklahoma
$651K +$8.97K +90 +1%
MWM
974
Maripau Wealth Management
Indiana
$647K +$39.9K +400 +6%
RPGK
975
Retirement Planning Group (Kansas)
Kansas
$644K -$944K -9,471 -57%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.