VNQ icon

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 %
AWA
1076
Archvest Wealth Advisors
California
$448K -$5.45M -15,499 -92%
FHC
1077
First Heartland Consultants
Missouri
$447K +$11.8K +143 +3%
RWM
1078
Ruedi Wealth Management
Illinois
$447K +$447K +4,844 New
H
1079
HoyleCohen
California
$446K – – –
IIC
1080
Integrated Investment Consultants
Michigan
$446K +$8.41K +102 +2%
OCM
1081
Objective Capital Management
Ohio
$445K -$90.6K -1,099 -17%
MWM
1082
Mascoma Wealth Management
New Hampshire
$445K -$118K -1,428 -21%
WRPWM
1083
Werba Rubin Papier Wealth Management
California
$445K +$445K +5,391 New
HPM
1084
Hoxton Planning & Management
West Virginia
$444K +$444K +5,381 New
WA
1085
Wambolt & Associates
Colorado
$443K +$3.88K +47 +0.9%
MIAS
1086
Mason Investment Advisory Services
Virginia
$443K +$17.1K +207 +4%
CA
1087
CoreCap Advisors
Michigan
$442K +$32.3K +391 +8%
CFS
1088
Cannon Financial Strategists
Georgia
$442K +$55K +667 +14%
MAS
1089
Madden Advisory Services
Florida
$441K -$12.5K -151 -3%
LNWWM
1090
Laird Norton Wetherby Wealth Management
California
$439K -$53.6K -650 -11%
BWA
1091
BDO Wealth Advisors
Florida
$438K – – –
BCA
1092
Bray Capital Advisors
Florida
$438K -$326K -3,953 -43%
DWA
1093
Delap Wealth Advisory
Oregon
$438K +$438K +5,311 New
SDWIA
1094
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$438K +$438K +5,310 New
WP
1095
WealthSource Partners
California
$437K -$140K -1,699 -24%
SCM
1096
SCS Capital Management
Massachusetts
$435K +$435K +5,278 New
LFA
1097
LGT Financial Advisors
Texas
$435K +$435K +5,272 New
LA
1098
Latitude Advisors
Florida
$434K -$11.2K -136 -3%
CL
1099
COWA LLC
Oklahoma
$434K -$195K -2,363 -31%
AWA
1100
Amplius Wealth Advisors
Pennsylvania
$430K +$430K +5,214 New
42 43
44
45 46