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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,570 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 655 increasing their positions, 632 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-67
Holders Change %
-4.09%
% of All Funds
26.55%
Holding in Top 10
140
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.83%
% of All Funds
2.37%
New
96
Increased
655
Reduced
632
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$514M
2
Bank of America
Bank of America
North Carolina
+$109M
3
KC
Kepos Capital
New York
+$104M
4
Creative Planning
Creative Planning
Kansas
+$65.8M
5
IG
ING Group
Netherlands
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$225M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$191M
4
Truist Financial
Truist Financial
North Carolina
-$168M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1076
Edge Wealth Management
New York
$456K – – –
CPA
1077
Capital Planning Advisors
California
$456K +$168K +1,845 +58%
WAM
1078
Weinberger Asset Management
California
$455K +$61K +669 +15%
DWM
1079
Darwin Wealth Management
Florida
$455K -$618K -6,380 -58%
CHA
1080
Carmichael Hill & Associates
Maryland
$454K -$53.1K -583 -10%
KFP
1081
Keystone Financial Planning
Ohio
$450K – – –
RFN
1082
RDA Financial Network
Iowa
$447K -$5.19K -57 -1%
IIC
1083
Ironwood Investment Counsel
Arizona
$445K +$41.9K +460 +10%
CCA
1084
Column Capital Advisors
Indiana
$444K -$2.74K -30 -0.6%
BFM
1085
Boston Financial Management
Massachusetts
$444K +$50K +549 +13%
PCMC
1086
Private Capital Management (Colorado)
Colorado
$443K – – –
SCM
1087
Spreng Capital Management
Ohio
$441K -$32.2K -350 -7%
THWM
1088
Taylor Hoffman Wealth Management
Virginia
$441K -$464 -5 -0.1%
BAM
1089
Berkshire Asset Management
Pennsylvania
$439K – – –
CWM
1090
Cranbrook Wealth Management
Michigan
$436K -$14.2K -156 -3%
BHWM
1091
Bar Harbor Wealth Management
New Hampshire
$434K +$434K +4,762 New
CA
1092
CoreCap Advisors
Michigan
$433K -$390K -4,274 -47%
GWS
1093
Glassman Wealth Services
Virginia
$432K -$36K -395 -8%
MMA
1094
Miracle Mile Advisors
California
$432K +$547 +6 +0.1%
COCM
1095
Charter Oak Capital Management
New Hampshire
$432K +$87.1K +957 +25%
MCCP
1096
Mission Creek Capital Partners
California
$431K +$7.1K +78 +2%
RA
1097
Resolute Advisors
California
$429K -$15.6K -171 -4%
NPF
1098
Norris Perne & French
Michigan
$428K – – –
W
1099
WorthPointe
California
$427K -$80.5K -884 -16%
DJSG
1100
D.J. St. Germain
Massachusetts
$426K – – –
42 43
44
45 46