VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
1076
O'Rourke & Company
Massachusetts
$486K +$65.8K +745 +16%
BFS
1077
Bradley Foster & Sargent
Connecticut
$483K -$27.9K -316 -5%
GL
1078
Graypoint LLC
New York
$483K -$31.5K -357 -6%
WA
1079
Wealth Architects
California
$482K -$84.7K -958 -15%
MWM
1080
McNaughton Wealth Management
California
$482K +$4.6K +52 +1%
KA
1081
Kearns & Associates
California
$482K +$1.41K +16 +0.3%
BCM
1082
Boltwood Capital Management
California
$479K – – –
LFA
1083
LGT Financial Advisors
Texas
$475K +$9.28K +105 +2%
NB
1084
Northwest Bancshares
Pennsylvania
$473K -$32.4K -367 -6%
VT
1085
Vise Technologies
New York
$472K +$153K +1,732 +48%
RMF
1086
Red Mountain Financial
Colorado
$471K +$471K +5,336 New
JCIA
1087
Jackson Creek Investment Advisors
Colorado
$471K +$18.7K +212 +4%
RFA
1088
ROI Financial Advisors
Oregon
$470K +$470K +5,314 New
BFA
1089
Brown Financial Advisory
Alabama
$469K – – –
CA
1090
Claro Advisors
Massachusetts
$468K -$75.7K -857 -14%
CCG
1091
Chatham Capital Group
Georgia
$468K +$468K +5,295 New
H
1092
HoyleCohen
California
$468K -$8.84K -100 -2%
EBWM
1093
Eagle Bluffs Wealth Management
Missouri
$468K -$32.1K -363 -6%
LF
1094
Lee Financial
Texas
$467K +$467K +5,288 New
IA
1095
Inspire Advisors
Idaho
$467K +$467K +5,287 New
PMG
1096
ProVise Management Group
Florida
$466K -$61.1K -692 -12%
SFP
1097
Strategic Financial Planning
Texas
$465K -$758K -8,582 -62%
IP
1098
Ignite Planners
California
$463K +$1.16K +13 +0.3%
TF
1099
Tompkins Financial
New York
$463K -$104K -1,179 -18%
AT
1100
Avalon Trust
New Mexico
$462K -$123K -1,396 -21%
42 43
44
45 46