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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1001
Cozad Asset Management
Illinois
$566K – – –
KWA
1002
Kingswood Wealth Advisors
California
$564K +$154K +1,775 +37%
AF
1003
Affiance Financial
Minnesota
$563K -$2.9M -33,587 -84%
MA
1004
Mutual Advisors
Nebraska
$561K +$36.6K +423 +7%
FLPIM
1005
F.L. Putnam Investment Management
Massachusetts
$558K -$336K -3,880 -38%
LW
1006
Libra Wealth
California
$555K +$778 +9 +0.1%
FWCM
1007
Ferguson Wellman Capital Management
Oregon
$555K -$22.4K -259 -4%
GC
1008
Guidance Capital
Kentucky
$552K -$282K -3,510 -34%
NS
1009
NBC Securities
Alabama
$548K -$1.99K -23 -0.4%
EWM
1010
Elevatus Welath Management
New York
$548K – – –
BFS
1011
Bradley Foster & Sargent
Connecticut
$547K +$73.9K +855 +16%
SAW
1012
Signal Advisors Wealth
Michigan
$545K +$5.62K +65 +1%
ULWM
1013
Upper Left Wealth Management
Florida
$544K -$44.5K -514 -8%
FNB
1014
Farmers National Bank
Kentucky
$544K -$42.8K -495 -7%
IIC
1015
Ironwood Investment Counsel
Arizona
$543K -$14.1K -163 -3%
NCM
1016
NCM Capital Management
New Jersey
$543K +$432 +5 +0.1%
MIAS
1017
Mason Investment Advisory Services
Virginia
$540K +$16.1K +186 +3%
S
1018
Sachetta
Massachusetts
$538K – – –
HT
1019
Heritage Trust
Oklahoma
$537K – – –
BWIA
1020
Bryant Woods Investment Advisors
New York
$537K -$195K -2,252 -27%
SAI
1021
Savvy Advisors Inc
New York
$537K -$40K -463 -7%
LSC
1022
Logan Stone Capital
Illinois
$536K +$536K +6,201 New
Nomura Asset Management
1023
Nomura Asset Management
Japan
$536K – – –
BIM
1024
Bridges Investment Management
Nebraska
$534K -$663K -7,669 -55%
MFA
1025
McClarren Financial Advisors
Pennsylvania
$534K +$3.64K +42 +0.7%
39 40
41
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