We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
ES
1001
Eagle Strategies
New York
$725K +$148K +1,394 +26%
TPWA
1002
TRUE Private Wealth Advisors
Oregon
$722K +$32.2K +304 +5%
HT
1003
Heritage Trust
Oklahoma
$720K
NW
1004
NewEdge Wealth
Pennsylvania
$720K +$54.2K +512 +8%
SRC
1005
Sage Rhino Capital
California
$714K
MWM
1006
Merriman Wealth Management
Washington
$712K -$46.6K -440 -6%
FWM
1007
Fairhaven Wealth Management
Illinois
$712K +$77.8K +735 +13%
BST
1008
Bath Savings Trust
Maine
$710K -$4.76K -45 -0.7%
OLVIG
1009
Oliver Lagore Vanvalin Investment Group
Michigan
$709K -$2.77M -26,180 -80%
GAM
1010
Griffin Asset Management
New York
$709K +$480K +4,534 +225%
PWM
1011
PBMares Wealth Management
Virginia
$704K +$2.01K +19 +0.3%
IA
1012
IFG Advisors
Missouri
$700K +$178K +1,684 +35%
VFA
1013
Valeo Financial Advisors
Indiana
$699K -$1.8K -17 -0.3%
OCM
1014
Objective Capital Management
Ohio
$698K -$85K -803 -11%
PMG
1015
Private Management Group
California
$695K
NRI
1016
NFP Retirement Inc
California
$693K +$57.8K +546 +9%
WJA
1017
Willis Johnson & Associates
Texas
$685K -$8.15K -77 -1%
AFAS
1018
Acorn Financial Advisory Services
Virginia
$685K +$36K +340 +6%
TWC
1019
TD Waterhouse Canada
Ontario, Canada
$684K -$5.16M -48,715 -89%
CCA
1020
Cobblestone Capital Advisors
New York
$684K +$33.4K +316 +5%
TCWA
1021
Ten Capital Wealth Advisors
Washington
$684K +$257K +2,427 +63%
RWA
1022
Ropes Wealth Advisors
Massachusetts
$683K -$24.7K -233 -4%
GFG
1023
Greystone Financial Group
Michigan
$679K -$180K -1,698 -21%
BC
1024
Burney Company
Virginia
$677K -$13.3K -126 -2%
HL
1025
HeadInvest LLC
Maine
$677K

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.