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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
951
Cardinal Point Capital Management
Ontario, Canada
$668K – – –
CWA
952
CJM Wealth Advisers
Virginia
$667K -$13.2K -153 -2%
CSIC
953
Clifford Swan Investment Counsel
California
$663K -$112K -1,300 -14%
OCM
954
Orleans Capital Management
Louisiana
$661K -$111K -1,288 -14%
YIA
955
YHB Investment Advisors
Connecticut
$661K +$4.07K +47 +0.6%
MIM
956
Marco Investment Management
Georgia
$660K -$692 -8 -0.1%
National Bank of Canada
957
National Bank of Canada
Quebec, Canada
$654K -$83 -1 -0%
CIP
958
Capital Insight Partners
Arizona
$652K – – –
LWM
959
Liberty Wealth Management
California
$644K -$3.57M -41,274 -85%
CWM
960
Congress Wealth Management
Massachusetts
$642K -$561K -6,483 -47%
AG
961
Advocate Group
Minnesota
$641K +$59.5K +688 +10%
NSIM
962
North Star Investment Management
Illinois
$641K +$12.2K +141 +2%
PWMAG
963
Pinnacle Wealth Management Advisory Group
New Jersey
$640K +$22.1K +255 +4%
LFAS
964
Level Four Advisory Services
Texas
$640K – – –
NP
965
NorthRock Partners
Minnesota
$639K -$38K -439 -6%
CB
966
Community Bank
New York
$638K -$3.46K -40 -0.5%
C
967
Certuity
Florida
$638K -$141K -1,626 -18%
SCM
968
Schnieders Capital Management
California
$633K -$16.1K -186 -2%
TW
969
Towerpoint Wealth
California
$632K -$18.6K -215 -3%
RFS
970
Richardson Financial Services
Massachusetts
$632K -$31K -359 -5%
LIM
971
Loudon Investment Management
New Hampshire
$631K – – –
NRI
972
NFP Retirement Inc
California
$629K -$111K -1,286 -15%
WE
973
Wealth Effects
Massachusetts
$616K -$692 -8 -0.1%
CF
974
Centaurus Financial
California
$615K -$250K -2,890 -29%
ORG
975
Optimist Retirement Group
Washington
$614K +$7.44K +86 +1%
37 38
39
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