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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
976
Golden State Equity Partners
California
$647K +$28.5K +323 +5%
BA
977
Bluesphere Advisors
Pennsylvania
$647K -$15.6K -176 -2%
LIM
978
Loudon Investment Management
New Hampshire
$645K -$78.6K -890 -11%
NSIM
979
North Star Investment Management
Illinois
$642K +$20.8K +235 +3%
QT
980
Quantbot Technologies
New York
$640K +$465K +5,264 +266%
LFAS
981
Level Four Advisory Services
Texas
$640K -$12.9K -146 -2%
BL
982
BFSG LLC
California
$638K +$19.6K +222 +3%
PWMAG
983
Pinnacle Wealth Management Advisory Group
New Jersey
$632K -$131K -1,486 -17%
WC
984
Waterloo Capital
Texas
$630K +$630K +7,136 New
WE
985
Wealth Effects
Massachusetts
$630K -$22K -249 -3%
BW
986
BIP Wealth
Georgia
$627K -$10.4K -118 -2%
DWP
987
Daymark Wealth Partners
Ohio
$626K +$12K +136 +2%
HFS
988
Heritage Financial Services
Massachusetts
$625K +$625K +7,069 New
SFG
989
Sovereign Financial Group
Connecticut
$624K +$131K +1,488 +27%
ORG
990
Optimist Retirement Group
Washington
$620K +$620K +7,012 New
PTC
991
Private Trust Company
Ohio
$615K -$130K -1,476 -17%
LWA
992
Lantern Wealth Advisors
New York
$613K +$613K +6,943 New
CAL
993
Capital Advisors Ltd
Ohio
$606K -$703K -7,949 -54%
PSB
994
Piscataqua Savings Bank
New Hampshire
$605K +$795 +9 +0.1%
FNBOH
995
First National Bank of Hutchinson
Kansas
$604K – – –
DDC
996
DF Dent & Co
Maryland
$604K – – –
ULWM
997
Upper Left Wealth Management
Florida
$602K +$115K +1,305 +24%
FFS
998
Founders Financial Securities
Maryland
$599K -$642K -7,271 -52%
AIM
999
Allen Investment Management
New York
$599K +$599K +6,781 New
FNB
1000
Farmers National Bank
Kentucky
$599K -$61.7K -698 -9%
38 39
40
41 42