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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1051
SkyView Investment Advisors
New Jersey
$502K -$40.4K -405 -7%
HPC
1052
HM Payson & Co
Maine
$502K -$3.89K -39 -0.7%
AWAP
1053
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$502K +$82.5K +828 +18%
FCAG
1054
First Capital Advisors Group
New Jersey
$502K +$549K +5,506 New
WFA
1055
WMG Financial Advisors
Tennessee
$499K -$4.79K -48 -0.9%
BWA
1056
BDO Wealth Advisors
Florida
$499K
CMA
1057
Cedar Mountain Advisors
Oregon
$497K
Kovitz Investment Group Partners
1058
Kovitz Investment Group Partners
Illinois
$496K -$65.8K -660 -11%
KA
1059
Kearns & Associates
California
$495K +$11K +110 +2%
MAM
1060
McLean Asset Management
Virginia
$494K +$272K +2,726 +104%
H
1061
HoyleCohen
California
$493K -$997 -10 -0.2%
WBCM
1062
Wilson & Boucher Capital Management
California
$492K
MIAS
1063
Mason Investment Advisory Services
Virginia
$492K
RWM
1064
RKL Wealth Management
Pennsylvania
$491K +$197K +1,978 +58%
MAS
1065
Madden Advisory Services
Florida
$489K +$52.4K +526 +11%
AFP
1066
Ausdal Financial Partners
Iowa
$488K -$24K -241 -4%
FFM
1067
Forum Financial Management
Illinois
$484K +$201K +2,013 +61%
FHC
1068
First Heartland Consultants
Missouri
$480K +$18.2K +183 +4%
SFWC
1069
Strategic Family Wealth Counselors
New Jersey
$477K +$65.3K +655 +14%
USCWA
1070
U.S. Capital Wealth Advisors
Texas
$476K -$65K -652 -11%
OAM
1071
Occidental Asset Management
California
$471K -$498 -5 -0.1%
SWA
1072
Strategies Wealth Advisors
Michigan
$469K +$249K +2,496 +94%
AG
1073
Advocate Group
Minnesota
$467K +$511K +5,129 New
HCC
1074
Hirtle Callaghan & Co
Pennsylvania
$466K +$301K +3,018 +144%
ES
1075
Eagle Strategies
New York
$465K -$158K -1,586 -24%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.