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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Mascoma Wealth Management
New Hampshire
$633K +$244K +2,309 +65%
VR
1052
Viridian RIA
Washington
$632K -$569K -5,380 Closed
SPWM
1053
Spartan Planning & Wealth Management
North Carolina
$627K +$612K +5,784 New
NEWAS
1054
N.E.W. Advisory Services
Wisconsin
$621K +$357K +3,374 +100%
ANBT
1055
American National Bank & Trust
Texas
$614K +$44.3K +419 +8%
FMWA
1056
Forvis Mazars Wealth Advisors
Missouri
$610K
AFP
1057
Ausdal Financial Partners
Iowa
$607K -$5.98M -56,476 -91%
PFWA
1058
Paces Ferry Wealth Advisors
Georgia
$606K +$4.66K +44 +0.8%
SIA
1059
Sage Investment Advisers
New York
$606K +$51.4K +486 +10%
W
1060
WorthPointe
California
$604K -$818K -7,728 -58%
MFIMFI
1061
Mesirow Financial Investment Management - Fixed Income
Illinois
$603K
CHA
1062
Carmichael Hill & Associates
Maryland
$603K +$73.7K +696 +14%
OPWM
1063
Oakwell Private Wealth Management
Texas
$602K
HPC
1064
HM Payson & Co
Maine
$601K -$847 -8 -0.1%
WFA
1065
WMG Financial Advisors
Tennessee
$601K +$39.3K +371 +7%
FPCG
1066
Forum Private Client Group
Indiana
$599K +$585K +5,528 New
RGF
1067
Retirement Guys Formula
Ohio
$595K -$467K -4,413 -45%
BWA
1068
BDO Wealth Advisors
Florida
$594K
SFG
1069
Steward Financial Group
Texas
$594K +$2.33K +22 +0.4%
CMA
1070
Cedar Mountain Advisors
Oregon
$591K -$40.7K -385 -7%
SIA
1071
SkyView Investment Advisors
New Jersey
$590K +$87.2K +824 +16%
H
1072
HoyleCohen
California
$587K +$1.06K +10 +0.2%
WBCM
1073
Wilson & Boucher Capital Management
California
$585K
MWM
1074
Marion Wealth Management
Pennsylvania
$585K +$1.59K +15 +0.3%
MIAS
1075
Mason Investment Advisory Services
Virginia
$585K +$98.6K +932 +21%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.