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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1001
Objective Capital Management
Ohio
$592K +$6.08K +61 +0.9%
GWM
1002
GSB Wealth Management
Connecticut
$591K -$35.2K -353 -5%
NF
1003
Nikulski Financial
Iowa
$589K +$52.3K +525 +9%
GVAG
1004
Great Valley Advisor Group
Delaware
$588K +$268K +2,691 +72%
PMG
1005
Private Management Group
California
$585K +$498 +5 +0.1%
HT
1006
Heritage Trust
Oklahoma
$581K -$27.4K -275 -4%
SG
1007
StoneX Group
New York
$574K -$40.8K -409 -6%
RWA
1008
Ropes Wealth Advisors
Massachusetts
$574K
TI
1009
Trexquant Investment
Connecticut
$574K +$628K +6,296 New
WAG
1010
Winthrop Advisory Group
Massachusetts
$569K -$80.8K -811 -11%
SWM
1011
Selective Wealth Management
Virginia
$568K +$104K +1,042 +20%
ACM
1012
Advisors Capital Management
New Jersey
$566K -$136K -1,366 -18%
CAL
1013
Capital Analysts LLC
Pennsylvania
$564K +$698 +7 +0.1%
SAM
1014
S.A. Mason
Michigan
$563K
HCP
1015
Hexagon Capital Partners
Arkansas
$562K -$53K -532 -8%
RG
1016
Rathbones Group
United Kingdom
$562K
NCG
1017
Newport Capital Group
New Jersey
$560K +$10.4K +104 +2%
CCA
1018
Cobblestone Capital Advisors
New York
$556K -$21.5K -216 -3%
BCM
1019
Boltwood Capital Management
California
$555K -$2.79K -28 -0.5%
HL
1020
HeadInvest LLC
Maine
$552K -$19.2K -193 -3%
CAN
1021
Claraphi Advisory Network
United States
$549K -$69.6K -698 -10%
IWA
1022
IBEX Wealth Advisors
New Jersey
$549K -$7.48K -75 -1%
VCM
1023
Vivaldi Capital Management
Illinois
$548K +$54.4K +546 +10%
KLCM
1024
KG&L Capital Management
Louisiana
$546K -$1.99K -20 -0.3%
OCM
1025
Orleans Capital Management
Louisiana
$546K +$4.98K +50 +0.8%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.