VNQ icon

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 %
PIA
1026
Pinion Investment Advisors
Kansas
$691K +$691K +5,954 New
GCA
1027
Greenwood Capital Associates
South Carolina
$690K +$135K +1,167 +24%
PTP
1028
Platform Technology Partners
New York
$689K -$23.3K -201 -3%
JCIA
1029
Jackson Creek Investment Advisors
Colorado
$689K -$3.25K -28 -0.5%
PAMG
1030
Patton Albertson Miller Group
Tennessee
$681K – – –
OCM
1031
Orleans Capital Management
Louisiana
$681K +$34.8K +300 +5%
IWA
1032
IBEX Wealth Advisors
New Jersey
$680K -$19K -164 -3%
NRI
1033
NFP Retirement Inc
California
$678K +$28.9K +249 +4%
CMA
1034
Cedar Mountain Advisors
Oregon
$677K -$43.1K -372 -6%
FWM
1035
Fairhaven Wealth Management
Illinois
$677K – – –
KFP
1036
Keystone Financial Planning
Ohio
$677K – – –
FCH
1037
Freestone Capital Holdings
Washington
$677K +$99.8K +861 +17%
GKWIM
1038
Gerber Kawasaki Wealth & Investment Management
California
$673K +$604K +2,502 +872%
VVP
1039
Venture Visionary Partners
Ohio
$657K +$232 +2 +0%
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
$653K +$1.51K +13 +0.2%
NCG
1041
Newport Capital Group
New Jersey
$651K +$11.4K +98 +2%
APP
1042
Avantax Planning Partners
Iowa
$650K +$6.61K +57 +1%
PFA
1043
Professional Financial Advisors
Nebraska
$650K +$155K +1,338 +31%
GF
1044
Gries Financial
Ohio
$648K +$33.8K +291 +5%
MFIMFI
1045
Mesirow Financial Investment Management - Fixed Income
Illinois
$645K – – –
OPWM
1046
Oakwell Private Wealth Management
Texas
$645K +$41.2K +355 +7%
HPC
1047
HM Payson & Co
Maine
$644K – – –
PFWA
1048
Paces Ferry Wealth Advisors
Georgia
$644K +$4.64K +40 +0.7%
RG
1049
Rathbones Group
United Kingdom
$643K – – –
RMDI
1050
R.M. Davis Inc
Maine
$640K +$38.1K +329 +6%
40 41
42
43 44