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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 %
PMG
1026
Private Management Group
California
$519K – – –
ANBT
1027
American National Bank & Trust
Texas
$518K -$3.71K -45 -0.7%
GF
1028
Gries Financial
Ohio
$517K +$29.1K +352 +6%
RMDI
1029
R.M. Davis Inc
Maine
$515K +$18.6K +225 +4%
LW
1030
Libra Wealth
California
$508K – – –
BSG
1031
Black Swift Group
Colorado
$507K +$507K +6,150 New
SAM
1032
S.A. Mason
Michigan
$507K -$2.47K -30 -0.5%
IFS
1033
Intelligent Financial Strategies
Minnesota
$506K -$210K -2,551 -29%
SC
1034
Stephens Consulting
Michigan
$505K +$166K +2,018 +49%
CA
1035
Claro Advisors
Massachusetts
$505K -$258K -3,133 -34%
BTW
1036
Boston Trust Walden
Massachusetts
$503K +$266K +3,222 +112%
GG
1037
Gofen & Glossberg
Illinois
$503K -$39.3K -476 -7%
RBC
1038
Romano Brothers & Co
Illinois
$502K -$33.8K -410 -6%
BCM
1039
Boltwood Capital Management
California
$500K -$2.89K -35 -0.6%
HL
1040
HeadInvest LLC
Maine
$499K – – –
AWAP
1041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$499K +$25.2K +306 +5%
MFA
1042
McClarren Financial Advisors
Pennsylvania
$498K +$29.5K +358 +6%
RWIA
1043
Roger Wittlin Investment Advisory
California
$497K +$497K +6,024 New
BB
1044
Busey Bank
Illinois
$496K -$862K -10,450 -63%
HPC
1045
HM Payson & Co
Maine
$495K -$1.49K -18 -0.3%
IWA
1046
IBEX Wealth Advisors
New Jersey
$494K +$12.9K +157 +3%
SFG
1047
StrategIQ Financial Group
Indiana
$493K +$113K +1,365 +30%
KA
1048
Kearns & Associates
California
$491K +$15.3K +186 +3%
MTC
1049
McDaniel Terry & Co
Texas
$489K +$489K +5,931 New
TA
1050
TrueWealth Advisors
Alabama
$486K -$825K -10,004 -63%
40 41
42
43 44