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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
951
Great Valley Advisor Group
Delaware
$698K -$216K -2,443 -24%
BCM
952
Bayesian Capital Management
New York
$698K +$301K +3,406 +76%
AFGAS
953
Allegiance Financial Group Advisory Services
Virginia
$698K +$44.9K +508 +7%
EGM
954
Engineers Gate Manager
New York
$696K +$696K +7,873 New
CWA
955
CJM Wealth Advisers
Virginia
$695K -$692K -7,827 -50%
ANTB
956
AMG National Trust Bank
Colorado
$694K – – –
NP
957
NorthRock Partners
Minnesota
$692K -$289K -3,269 -29%
CFO
958
CVA Family Office
Colorado
$690K -$99.1K -1,122 -13%
CPCM
959
Cardinal Point Capital Management
Ontario, Canada
$683K -$102K -1,160 -13%
IWS
960
Integrity Wealth Solutions
Colorado
$681K +$681K +7,705 New
JWS
961
Juncture Wealth Strategies
Arizona
$681K +$333K +3,768 +96%
RFS
962
Richardson Financial Services
Massachusetts
$677K +$677K +7,664 New
MIM
963
Marco Investment Management
Georgia
$675K +$11.8K +133 +2%
YIA
964
YHB Investment Advisors
Connecticut
$671K +$10.3K +117 +2%
EFS
965
Essex Financial Services
Connecticut
$669K +$64.6K +731 +11%
CIP
966
Capital Insight Partners
Arizona
$667K -$8.39K -95 -1%
KLCM
967
KG&L Capital Management
Louisiana
$666K +$40.5K +458 +6%
TW
968
Towerpoint Wealth
California
$665K -$73.4K -831 -10%
SCM
969
Schnieders Capital Management
California
$663K +$209K +2,360 +46%
SWA
970
Strata Wealth Advisors
Texas
$661K +$47.4K +536 +8%
LWM
971
Liberty Wealth Management
California
$657K +$548K +40,619 +501%
FWA
972
FSC Wealth Advisors
New York
$656K +$9.81K +111 +2%
CB
973
Community Bank
New York
$656K -$111K -1,260 -15%
WP
974
WealthShield Partners
North Carolina
$649K -$48.1K -544 -7%
FNBT
975
FineMark National Bank & Trust
Florida
$647K -$162K -1,838 -20%
37 38
39
40 41