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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
976
Warner Financial
Maryland
$799K +$799K +6,884 New
CL
977
COWA LLC
Oklahoma
$798K +$63.5K +545 +9%
FNBOH
978
First National Bank of Hutchinson
Kansas
$794K – – –
CSIA
979
Conrad Siegel Investment Advisors
Pennsylvania
$793K +$793K +7,787 New
IF
980
Integrity Financial
Wyoming
$791K +$791K +6,817 New
MMA
981
Miracle Mile Advisors
California
$790K +$366K +3,156 +86%
RWB
982
RMR Wealth Builders
New Jersey
$786K -$123K -1,059 -14%
SW
983
SkyOak Wealth
Michigan
$784K -$63.8K -550 -8%
TAM
984
Tocqueville Asset Management
New York
$784K +$29.7K +256 +4%
SWM
985
Silverlake Wealth Management
Vermont
$784K +$784K +6,755 New
HT
986
Heritage Trust
Oklahoma
$772K – – –
TPWA
987
TRUE Private Wealth Advisors
Oregon
$771K -$78.6K -678 -9%
BST
988
Bath Savings Trust
Maine
$765K +$23.2K +200 +3%
SRC
989
Sage Rhino Capital
California
$764K +$393K +3,387 +106%
GPA
990
Guidance Point Advisors
Massachusetts
$763K -$9.51K -82 -1%
KLCM
991
KG&L Capital Management
Louisiana
$762K +$18.3K +158 +2%
IA
992
IndexIQ Advisors
New York
$760K +$72.1K +621 +10%
RWA
993
Ropes Wealth Advisors
Massachusetts
$758K -$67.6K -583 -8%
PCP
994
Proficio Capital Partners
Massachusetts
$758K – – –
IFG
995
Investors Financial Group
Minnesota
$758K +$191K +1,642 +34%
AWP
996
Accretive Wealth Partners
New Jersey
$752K +$35.4K +305 +5%
PWM
997
PBMares Wealth Management
Virginia
$751K +$23.4K +202 +3%
VFA
998
Valeo Financial Advisors
Indiana
$750K +$59.6K +514 +9%
FFC
999
First Financial Corp
Indiana
$749K +$11.6K +100 +2%
NCM
1000
NCM Capital Management
New Jersey
$748K +$748K +6,448 New
38 39
40
41 42