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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
1001
Private Management Group
California
$744K – – –
FFWM
1002
Future Financial Wealth Management
Ohio
$743K +$805 +7 +0.1%
WJA
1003
Willis Johnson & Associates
Texas
$743K +$1.74K +15 +0.2%
UA
1004
Unison Advisors
District of Columbia
$743K +$103K +888 +16%
BC
1005
Burney Company
Virginia
$739K -$37.1K -320 -5%
EA
1006
Echo45 Advisors
California
$736K +$736K +6,343 New
BMD
1007
Better Money Decisions
New Mexico
$735K +$53K +457 +8%
GWM
1008
GSB Wealth Management
Connecticut
$733K +$240K +2,073 +49%
SFP
1009
Strategic Financial Partners
Oregon
$732K -$41K -353 -5%
SWM
1010
Stockman Wealth Management
Montana
$731K – – –
HL
1011
HeadInvest LLC
Maine
$725K -$103K -889 -12%
SAM
1012
S.A. Mason
Michigan
$716K -$50.4K -435 -7%
CAL
1013
Capital Analysts LLC
Pennsylvania
$715K +$1.16K +10 +0.2%
NW
1014
NewEdge Wealth
Pennsylvania
$711K +$711K +6,132 New
BCM
1015
Boltwood Capital Management
California
$710K – – –
VFP
1016
Verus Financial Partners
Virginia
$708K +$6.15K +53 +0.9%
SMFG
1017
Sumitomo Mitsui Financial Group
Japan
$707K +$126K +1,084 +22%
IA
1018
Insight Advisors
Pennsylvania
$703K -$10.4K -90 -1%
CAM
1019
Cozad Asset Management
Illinois
$700K -$10.4K -90 -1%
CCA
1020
Cobblestone Capital Advisors
New York
$696K +$26K +224 +4%
CCA
1021
Column Capital Advisors
Indiana
$695K +$38.8K +335 +6%
EGA
1022
E&G Advisors
Texas
$695K +$58K +500 +9%
WAG
1023
Winthrop Advisory Group
Massachusetts
$694K +$260K +2,243 +60%
AFAS
1024
Acorn Financial Advisory Services
Virginia
$693K +$23.7K +204 +4%
DWM
1025
Dakota Wealth Management
Florida
$691K +$31.9K +275 +5%
39 40
41
42 43