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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 %
BWA
1051
BDO Wealth Advisors
Florida
$635K +$18.6K +160 +3%
GWS
1052
Glassman Wealth Services
Virginia
$634K -$105K -909 -14%
EA
1053
Eudaimonia Advisors
Tennessee
$634K +$634K +5,467 New
SFG
1054
Steward Financial Group
Texas
$634K +$634K +5,468 New
VCM
1055
Vivaldi Capital Management
Illinois
$633K +$23.2K +200 +4%
H
1056
HoyleCohen
California
$627K +$11.6K +100 +2%
WBCM
1057
Wilson & Boucher Capital Management
California
$626K +$626K +5,400 New
MWM
1058
Marion Wealth Management
Pennsylvania
$625K +$625K +5,386 New
KA
1059
Kearns & Associates
California
$625K +$625K +5,392 New
VR
1060
Viridian RIA
Washington
$624K +$624K +5,380 New
MSCM
1061
McElhenny Sheffield Capital Management
Texas
$618K -$1.94M -16,728 -76%
QIM
1062
Quantitative Investment Management
Virginia
$617K +$617K +5,319 New
ES
1063
Eagle Strategies
New York
$615K +$615K +5,299 New
SCM
1064
Spreng Capital Management
Ohio
$612K -$11.6K -100 -2%
SCA
1065
Snowden Capital Advisors
New York
$611K +$5.91K +51 +1%
FNT
1066
First National Trust
Pennsylvania
$610K -$580 -5 -0.1%
ANBT
1067
American National Bank & Trust
Texas
$609K – – –
OA
1068
Oxbow Advisors
Texas
$608K -$28.2K -243 -4%
SIC
1069
Samalin Investment Counsel
New York
$608K -$5.45K -47 -0.9%
BCA
1070
Bray Capital Advisors
Florida
$605K – – –
MCA
1071
Magnolia Capital Advisors
Mississippi
$604K +$310K +2,668 +105%
AWM
1072
Abound Wealth Management
Tennessee
$603K +$603K +5,198 New
OAM
1073
Occidental Asset Management
California
$601K – – –
FANJ
1074
Financial Architects (New Jersey)
New Jersey
$600K +$208K +1,793 +53%
WFA
1075
WMG Financial Advisors
Tennessee
$600K +$600K +5,172 New
41 42
43
44 45