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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 %
AWA
951
Arkadios Wealth Advisors
Georgia
$665K -$1.72M -20,793 -72%
AFS
952
AFG Fiduciary Services
Massachusetts
$662K -$480K -5,825 -42%
ONSWM
953
Old North State Wealth Management
North Carolina
$661K -$805K -9,737 -55%
WP
954
WealthShield Partners
North Carolina
$661K -$2.97K -36 -0.4%
LGWM
955
Litman Gregory Wealth Management
California
$661K +$28.1K +341 +4%
PTC
956
Private Trust Company
Ohio
$659K -$108K -1,309 -14%
IFA
957
Index Fund Advisors
California
$659K -$49.5K -601 -7%
Chevy Chase Trust
958
Chevy Chase Trust
Maryland
$657K -$8.25K -100 -1%
FFA
959
Farther Finance Advisors
California
$651K +$651K +7,893 New
EWM
960
Endowment Wealth Management
Wisconsin
$648K +$5.53K +67 +0.9%
FFS
961
Founders Financial Securities
Maryland
$648K -$11.7K -142 -2%
IC
962
Iconiq Capital
California
$646K +$8.99K +109 +1%
SMFG
963
Sumitomo Mitsui Financial Group
Japan
$645K -$63.7K -772 -9%
GPA
964
Guidance Point Advisors
Massachusetts
$639K -$10.2K -124 -2%
VFP
965
Verus Financial Partners
Virginia
$636K -$18.2K -200 -3%
AA
966
AlphaMark Advisors
Kentucky
$636K +$28.9K +350 +5%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$636K +$6.93K +84 +1%
YIA
968
YHB Investment Advisors
Connecticut
$628K +$17.2K +209 +3%
MIM
969
Marco Investment Management
Georgia
$627K – – –
PIA
970
Panoramic Investment Advisors
Colorado
$627K +$627K +7,597 New
KW
971
KWB Wealth
California
$622K -$52.3K -634 -8%
Jones Financial Companies
972
Jones Financial Companies
Missouri
$619K -$248K -3,014 -29%
SIG
973
Spinnaker Investment Group
California
$619K +$42.9K +520 +7%
PIA
974
Perennial Investment Advisors
California
$619K +$281K +3,402 +83%
AWP
975
Abacus Wealth Partners
California
$617K -$127K -1,540 -17%
37 38
39
40 41