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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
SHGA
76
Sand Hill Global Advisors
California
$35.9M -$1.38M -13,884 -3%
CAM
77
Crestone Asset Management
Colorado
$35.8M +$3.83M +38,426 +11%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$35.6M +$8.97M +90,019 +30%
PS
79
Portfolio Solutions
Michigan
$35.5M -$1.6M -16,078 -4%
CAI
80
Capital Advisors Inc
Oklahoma
$35M -$5.48K -55 -0%
FMLI
81
Fukoku Mutual Life Insurance
Japan
$34.9M
Millennium Management
82
Millennium Management
New York
$34.5M +$21M +211,162 +126%
EWM
83
Empirical Wealth Management
Washington
$33.7M +$58.7K +589 +0.2%
EA
84
Efficient Advisors
Ohio
$33.1M +$2.32M +23,276 +7%
AWM
85
AE Wealth Management
Kansas
$30.6M -$7.88M -79,036 -19%
VLKIM
86
Van Lanschot Kempen Investment Management
Netherlands
$30.4M -$24.3M -243,900 -42%
GC
87
Garde Capital
Washington
$30.4M -$441K -4,429 -1%
OPCM
88
Osborne Partners Capital Management
California
$29.5M -$1.7M -17,015 -5%
Victory Capital Management
89
Victory Capital Management
Texas
$28.9M -$74.4M -746,799 -70%
SI
90
Stephens Inc
Arkansas
$28.7M -$1M -10,046 -3%
CCA
91
Conservest Capital Advisors
Pennsylvania
$28.5M +$2.08M +20,857 +7%
PFO
92
Pathstone Family Office
New Jersey
$28.3M +$12.6M +126,561 +69%
DCM
93
Disciplina Capital Management
Tennessee
$28.3M +$290K +2,907 +0.9%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$28.3M -$3.12M -31,342 -9%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$28.3M -$39.6M -396,842 -56%
TA
96
Tectonic Advisors
Texas
$27.7M +$1.92M +19,284 +7%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$27M +$21M +210,262 +245%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$26.4M -$1.99M -19,924 -6%
OH
99
Oikos Holdings
New York
$26.4M +$12.2M +122,750 +74%
ODIJL
100
One Day In July LLC
Vermont
$25.9M -$34.2K -343 -0.1%

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.