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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
MWM
976
Mascoma Wealth Management
New Hampshire
$640K +$118K +1,181 +20%
CI
977
CX Institutional
Indiana
$637K -$1.04M -10,406 -60%
KFI
978
Key Financial Inc
Pennsylvania
$637K -$43.2K -433 -6%
LNB
979
Ledyard National Bank
$636K +$6.38K +64 +0.9%
GAM
980
Griffin Asset Management
New York
$635K +$42.1K +422 +6%
MWM
981
Marion Wealth Management
Pennsylvania
$635K +$156K +1,569 +29%
MSCM
982
McElhenny Sheffield Capital Management
Texas
$632K -$88.1K -884 -11%
FAM
983
Flaharty Asset Management
Florida
$630K +$689K +6,911 New
FCH
984
Freestone Capital Holdings
Washington
$629K +$67K +672 +11%
CWM
985
Congress Wealth Management
Massachusetts
$628K -$120K -1,200 -15%
FPCG
986
Forum Private Client Group
Indiana
$628K +$136K +1,365 +25%
FNBOH
987
First National Bank of Hutchinson
Kansas
$623K
MWM
988
Meridian Wealth Management
Kentucky
$620K +$255K +2,558 +60%
VFP
989
Verus Financial Partners
Virginia
$618K -$363K -3,638 -36%
SMC
990
Smith, Moore & Co
Missouri
$618K +$161K +1,611 +31%
OPA
991
Old Port Advisors
Maine
$617K -$71.2K -714 -10%
EF
992
Empirical Finance
Pennsylvania
$616K -$3.19K -32 -0.5%
BST
993
Bath Savings Trust
Maine
$613K +$17.5K +176 +3%
HWA
994
Heritage Wealth Advisors
Virginia
$611K -$84.4K -847 -11%
SWM
995
Stockman Wealth Management
Montana
$611K -$35.4K -355 -5%
LA
996
Latitude Advisors
Florida
$610K -$1.28M -12,801 -66%
FWM
997
Fairhaven Wealth Management
Illinois
$605K +$7.18K +72 +1%
RMDI
998
R.M. Davis Inc
Maine
$603K +$43.9K +440 +7%
OLVIG
999
Oliver Lagore Vanvalin Investment Group
Michigan
$596K -$4.29K -43 -0.7%
SIA
1000
Sage Investment Advisers
New York
$593K +$91.2K +915 +16%

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.