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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$627M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
Bank of America
Bank of America
North Carolina
-$81.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$34.9M
5
Millennium Management
Millennium Management
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
976
Credit Suisse
Switzerland
$615K -$104K -1,259 -14%
AFAS
977
Acorn Financial Advisory Services
Virginia
$609K +$1.4K +17 +0.2%
FMWA
978
Forvis Mazars Wealth Advisors
Missouri
$608K -$132K -1,598 -18%
GJIA
979
Glass Jacobson Investment Advisors
Maryland
$608K +$608K +7,374 New
CCG
980
Cypress Capital Group
Florida
$607K -$78.8K -955 -11%
SMC
981
Smith, Moore & Co
Missouri
$605K +$47K +570 +8%
NB
982
Northwest Bancshares
Pennsylvania
$594K -$7.67K -93 -1%
HIM
983
Harbour Investment Management
Washington
$591K -$71.3K -865 -11%
CCB
984
Country Club Bank
Missouri
$590K +$40K +485 +7%
OPWM
985
Oakwell Private Wealth Management
Texas
$589K -$27K -327 -4%
AWS
986
AJ Wealth Strategies
New York
$587K +$195K +2,365 +50%
MFG
987
Magnus Financial Group
New York
$586K -$130K -1,580 -18%
EFS
988
Essex Financial Services
Connecticut
$582K -$29.2K -354 -5%
AIA
989
Avalon Investment & Advisory
Texas
$580K +$155K +1,873 +36%
PSB
990
Piscataqua Savings Bank
New Hampshire
$579K -$37.9K -460 -6%
KFI
991
Key Financial Inc
Pennsylvania
$578K – – –
CPP
992
Capasso Planning Partners
South Carolina
$575K -$619K -7,504 -52%
NF
993
Nikulski Financial
Iowa
$574K +$41.2K +500 +8%
WWM
994
Wiser Wealth Management
Georgia
$574K +$574K +6,965 New
SCM
995
Schnieders Capital Management
California
$574K -$28K -340 -5%
CWM
996
Congress Wealth Management
Massachusetts
$565K -$26K -315 -4%
MWM
997
Maripau Wealth Management
Indiana
$565K -$7.19K -83 -1%
HWA
998
Heritage Wealth Advisors
Virginia
$564K +$11K +133 +2%
FNBOH
999
First National Bank of Hutchinson
Kansas
$564K – – –
BST
1000
Bath Savings Trust
Maine
$564K +$4.12K +50 +0.7%
38 39
40
41 42