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Vanguard Real Estate ETF
VNQ

1,438 hedge funds and large institutions have $24.7B invested in Vanguard Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 673 increasing their positions, 473 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

42% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 473

2% more funds holding

Funds holding: 1,404 → 1,438 (+34)

3% more capital invested

Capital invested by funds: $24.1B → $24.7B (+$675M)

0.41% more ownership

Funds ownership: 58.03% → 58.44% (+0.41%)

1% less funds holding in top 10

Funds holding in top 10: 119 → 118 (-1)

59% less call options, than puts

Call options by funds: $103M | Put options by funds: $250M

Holders
1,438
Holders Change
+34
Holders Change %
+2.42%
% of All Funds
25.17%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
2.07%
New
112
Increased
673
Reduced
473
Closed
59
Calls
$103M
Puts
$250M
Net Calls
-$147M
Net Calls Change
-$98.1M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$129M
2
Creative Planning
Creative Planning
Kansas
+$128M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$99M
5
Morgan Stanley
Morgan Stanley
New York
+$84.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$138M
2
TI
Truepoint Inc
Ohio
-$96.3M
3
Citigroup
Citigroup
New York
-$72.9M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$67.1M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$43.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1101
Ten Capital Wealth Advisors
Washington
$323K +$195K +1,834 +137%
BCWM
1102
Bartlett & Co Wealth Management
Ohio
$323K +$2.76K +26 +0.8%
BWM
1103
Birchcreek Wealth Management
Ohio
$322K -$16.2K -153 -5%
PCM
1104
Poehling Capital Management
Wisconsin
$322K +$2.12K +20 +0.6%
SC
1105
SouthState Corp
Florida
$322K +$5.3K +50 +2%
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$317K +$330K +3,113 New
WCF
1107
West Coast Financial
California
$316K -$59.7K -563 -15%
RWMH
1108
Riverpoint Wealth Management Holdings
Illinois
$315K +$1.8K +17 +0.6%
BIAS
1109
Beacon Investment Advisory Services
New Jersey
$315K +$12.9K +122 +4%
KOMWMG
1110
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$314K -$2.04M -19,236 -86%
RMCM
1111
Reynders McVeigh Capital Management
Massachusetts
$313K +$3.39K +32 +1%
NCM
1112
Narwhal Capital Management
Georgia
$312K -$292K -2,750 -47%
AWA
1113
Alaska Wealth Advisors
Alaska
$312K -$3.82K -36 -1%
FPTW
1114
Franklin, Parlapiano, Turner & Welch
Texas
$312K – – –
HSA
1115
HBK Sorce Advisory
Pennsylvania
$311K +$28.2K +266 +10%
NCMW
1116
Northern Capital Management (Washington)
Washington
$308K – – –
TGAM
1117
TBH Global Asset Management
Tennessee
$308K +$8.17K +77 +3%
RMC
1118
Resources Management Corp
Connecticut
$307K -$13.3K -125 -4%
NQWM
1119
Northwest Quadrant Wealth Management
Oregon
$307K +$1.59K +15 +0.5%
WCM
1120
Washington Capital Management
Washington
$307K – – –
ARC
1121
Advisor Resource Council
Texas
$306K -$3.19M -30,036 -91%
CCG
1122
Cypress Capital Group
Florida
$306K – – –
ONST
1123
Old North State Trust
North Carolina
$306K +$19.4K +183 +6%
LC
1124
Lincoln Capital
Nebraska
$305K – – –
BCM
1125
Brookmont Capital Management
Texas
$305K +$318K +2,997 New
43 44
45
46 47

VNQ Hedge Fund Activity: Q3 2021 in Review

1,438 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2021, worth a combined $24.7B — up 2.8% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VNQ positions and 59 closed out — a net gain of 53 holders — while 673 added to existing stakes and 473 trimmed.

The largest buyer was Northern Trust, adding an estimated $129M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 1,438 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2021, up from 1,404 in Q2 2021.
  • Funds reported $24.7B of Vanguard Real Estate ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 112 funds opened new Vanguard Real Estate ETF positions in Q3 2021 and 59 closed out, a net change of +53 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2021 was Northern Trust, an estimated $129M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2021 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2021.