VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$627M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
Bank of America
Bank of America
North Carolina
-$81.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$34.9M
5
Millennium Management
Millennium Management
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1001
Greenwich Wealth Management
Connecticut
$562K -$227K -2,749 -29%
FWI
1002
Facet Wealth Inc
Maryland
$561K -$1.29M -14,315 -70%
FPCG
1003
Forum Private Client Group
Indiana
$560K -$6.02K -73 -1%
FIBT
1004
First International Bank & Trust
North Dakota
$557K -$117K -1,420 -17%
CAGAS
1005
Capital Advisory Group Advisory Services
Minnesota
$556K -$267K -3,243 -32%
HWMA
1006
Heritage Wealth Management (Arizona)
Arizona
$556K +$279K +3,384 +101%
MWM
1007
Marion Wealth Management
Pennsylvania
$556K +$6.35K +77 +1%
SWM
1008
Stockman Wealth Management
Montana
$552K – – –
PMG
1009
ProVise Management Group
Florida
$550K -$43.8K -531 -7%
TCOO
1010
Trust Company of Oklahoma
Oklahoma
$550K -$76.6K -929 -12%
FWM
1011
Fairhaven Wealth Management
Illinois
$548K – – –
IP
1012
Ignite Planners
California
$544K +$544K +6,024 New
GWP
1013
Gateway Wealth Partners
Wisconsin
$542K +$542K +6,576 New
UF
1014
Univest Financial
Pennsylvania
$541K +$541K +6,563 New
CAM
1015
Cozad Asset Management
Illinois
$534K -$51.5K -624 -9%
RPGK
1016
Retirement Planning Group (Kansas)
Kansas
$533K – – –
CSWM
1017
Cassady Schiller Wealth Management
Ohio
$532K -$152K -1,847 -22%
AG
1018
Advocate Group
Minnesota
$528K +$180K +2,184 +52%
MSAM
1019
Moloney Securities Asset Management
Missouri
$526K +$116K +1,403 +28%
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$526K +$526K +5,951 New
HT
1021
Heritage Trust
Oklahoma
$526K – – –
LNB
1022
Ledyard National Bank
$525K +$37.1K +450 +8%
AFGAS
1023
Allegiance Financial Group Advisory Services
Virginia
$522K +$522K +6,330 New
IIC
1024
Ironwood Investment Counsel
Arizona
$520K +$89.2K +1,082 +21%
VCM
1025
Verde Capital Management
Michigan
$520K -$419K -5,082 -45%
39 40
41
42 43