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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,343 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 583 increasing their positions, 486 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.65%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
583
Reduced
486
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$157M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$136M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
5
Charles Schwab
Charles Schwab
California
+$101M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
UBS Group
UBS Group
Switzerland
-$73.8M
3
SS
Simplicity Solutions
Minnesota
-$45.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$40.1M
5
Wells Fargo
Wells Fargo
California
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
1001
Charter Oak Capital Management
New Hampshire
$328K +$12.4K +135 +4%
EP
1002
Edgestream Partners
New Jersey
$327K +$70.8K +770 +28%
DC
1003
DeDora Capital
California
$326K +$326K +3,554 New
MFG
1004
MidWestOne Financial Group
Iowa
$324K – – –
BIAS
1005
Beacon Investment Advisory Services
New Jersey
$323K +$24.5K +267 +8%
HCA
1006
Harbour Capital Advisors
Virginia
$322K +$322K +3,500 New
GC
1007
Grace Capital
Massachusetts
$319K -$123K -1,334 -28%
HCA
1008
Horan Capital Advisors
Ohio
$318K +$31K +338 +11%
SW
1009
StrongBox Wealth
Missouri
$317K -$5.15K -56 -2%
BKA
1010
Brick & Kyle Associates
Pennsylvania
$317K +$60.5K +654 +24%
PIA
1011
Perennial Investment Advisors
California
$316K +$6.06K +66 +2%
BWM
1012
Birchcreek Wealth Management
Ohio
$310K -$87.2K -950 -22%
HH
1013
Hilltop Holdings
Texas
$309K -$16.8K -183 -5%
DTC
1014
Davidson Trust Company
Washington
$309K – – –
SCM
1015
Southport Capital Management
Tennessee
$309K +$309K +3,366 New
QCM
1016
Quest Capital Management
Texas
$308K – – –
CHA
1017
Cooper/Haims Advisors
New York
$307K +$80.9K +882 +36%
PP
1018
Patten & Patten
Tennessee
$305K – – –
SVWAG
1019
Sound View Wealth Advisors Group
Georgia
$302K -$19.4K -211 -6%
GAB
1020
German American Bancorp
Indiana
$302K +$50.6K +550 +20%
APCM
1021
Alaska Permanent Capital Management
Alaska
$301K -$23.4K -255 -7%
IA
1022
IFG Advisors
Missouri
$301K +$1.65K +18 +0.6%
CFA
1023
Carroll Financial Associates
North Carolina
$300K +$96.2K +1,049 +47%
VFA
1024
Valeo Financial Advisors
Indiana
$299K -$10.2K -111 -3%
ACM
1025
Advisors Capital Management
New Jersey
$299K +$16.2K +177 +6%
39 40
41
42 43