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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,570 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 655 increasing their positions, 632 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-67
Holders Change %
-4.09%
% of All Funds
26.55%
Holding in Top 10
140
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.83%
% of All Funds
2.37%
New
96
Increased
655
Reduced
632
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$514M
2
Bank of America
Bank of America
North Carolina
+$109M
3
KC
Kepos Capital
New York
+$104M
4
Creative Planning
Creative Planning
Kansas
+$65.8M
5
IG
ING Group
Netherlands
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$225M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$191M
4
Truist Financial
Truist Financial
North Carolina
-$168M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
976
Griffin Asset Management
New York
$635K +$38.5K +422 +6%
MWM
977
Marion Wealth Management
Pennsylvania
$635K +$143K +1,569 +29%
MSCM
978
McElhenny Sheffield Capital Management
Texas
$632K -$80.5K -884 -11%
FAM
979
Flaharty Asset Management
Florida
$630K +$630K +6,911 New
FCH
980
Freestone Capital Holdings
Washington
$629K +$61.3K +672 +11%
CWM
981
Congress Wealth Management
Massachusetts
$628K -$109K -1,200 -15%
FPCG
982
Forum Private Client Group
Indiana
$628K +$124K +1,365 +25%
FNBOH
983
First National Bank of Hutchinson
Kansas
$623K – – –
MWM
984
Meridian Wealth Management
Kentucky
$620K +$233K +2,558 +60%
VFP
985
Verus Financial Partners
Virginia
$618K -$342K -3,638 -36%
SMC
986
Smith, Moore & Co
Missouri
$618K +$147K +1,611 +31%
OPA
987
Old Port Advisors
Maine
$617K -$66.1K -714 -10%
EF
988
Empirical Finance
Pennsylvania
$616K -$2.92K -32 -0.5%
BST
989
Bath Savings Trust
Maine
$613K +$16K +176 +3%
HWA
990
Heritage Wealth Advisors
Virginia
$611K -$77.1K -847 -11%
SWM
991
Stockman Wealth Management
Montana
$611K -$32.3K -355 -5%
LA
992
Latitude Advisors
Florida
$610K -$1.17M -12,801 -66%
FWM
993
Fairhaven Wealth Management
Illinois
$605K +$6.56K +72 +1%
RMDI
994
R.M. Davis Inc
Maine
$603K +$40.1K +440 +7%
OLVIG
995
Oliver Lagore Vanvalin Investment Group
Michigan
$596K -$3.91K -43 -0.7%
SIA
996
Sage Investment Advisers
New York
$593K +$83.3K +915 +16%
OCM
997
Objective Capital Management
Ohio
$592K +$5.56K +61 +0.9%
GWM
998
GSB Wealth Management
Connecticut
$591K -$32.2K -353 -5%
NF
999
Nikulski Financial
Iowa
$589K +$47.8K +525 +9%
GVAG
1000
Great Valley Advisor Group
Delaware
$588K +$245K +2,691 +72%
38 39
40
41 42