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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,343 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 583 increasing their positions, 486 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.65%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
583
Reduced
486
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$157M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$136M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
5
Charles Schwab
Charles Schwab
California
+$101M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
UBS Group
UBS Group
Switzerland
-$73.8M
3
SS
Simplicity Solutions
Minnesota
-$45.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$40.1M
5
Wells Fargo
Wells Fargo
California
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
1101
Weaver Consulting Group
California
$245K -$3.95K -43 -2%
CCM
1102
Campbell Capital Management
Florida
$245K – – –
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$244K -$12.5K -136 -5%
V
1104
VeraBank
Texas
$244K – – –
TGAM
1105
TBH Global Asset Management
Tennessee
$243K +$243K +2,647 New
SFWA
1106
Summit Financial Wealth Advisors
Louisiana
$242K -$3.15K -37 -1%
CWS
1107
Cypress Wealth Services
California
$241K -$33.3K -362 -12%
AWM
1108
AllSquare Wealth Management
New York
$240K -$10.1K -110 -4%
DI
1109
Diligent Investors
California
$240K +$1.38K +15 +0.6%
WF
1110
Welch & Forbes
Massachusetts
$240K +$240K +2,616 New
LGA
1111
Lebenthal Global Advisors
New York
$238K -$38.3K -418 -14%
AWM
1112
Aries Wealth Management
Maine
$238K – – –
ACA
1113
Aptus Capital Advisors
Alabama
$234K +$80.9K +882 +53%
AMM
1114
American Money Management
California
$233K -$15.6K -170 -6%
CSIA
1115
Charles Schwab Investment Advisory
California
$233K +$233K +2,537 New
AIM
1116
Alhambra Investment Management
Florida
$233K +$233K +2,537 New
SG
1117
StoneX Group
New York
$232K +$232K +2,530 New
CC
1118
Courier Capital
New York
$231K -$1.01K -11 -0.4%
THWM
1119
Taylor Hoffman Wealth Management
Virginia
$228K +$228K +2,479 New
FEG
1120
Financial Enhancement Group
Indiana
$225K -$19.5K -212 -8%
VNA
1121
Valley National Advisers
Pennsylvania
$225K – – –
TFO
1122
Tarbox Family Office
California
$225K – – –
TP
1123
Tranquility Partners
Tennessee
$225K – – –
BW
1124
Bison Wealth
Georgia
$225K +$51.5K +560 +30%
MAM
1125
McLean Asset Management
Virginia
$224K +$224K +2,281 New
43 44
45
46 47