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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 %
ACM
1101
Advisors Capital Management
New Jersey
$430K -$246K -2,990 -36%
PTP
1102
Platform Technology Partners
New York
$428K -$28.1K -341 -6%
CWA
1103
Canvas Wealth Advisors
Kansas
$428K +$88.4K +1,014 +26%
OAM
1104
Occidental Asset Management
California
$426K – – –
OPA
1105
Old Port Advisors
Maine
$425K -$63K -764 -13%
BC
1106
Burney Company
Virginia
$425K +$26.5K +321 +7%
JCIA
1107
Jackson Creek Investment Advisors
Colorado
$424K – – –
QFA
1108
Quantum Financial Advisors
California
$421K +$421K +5,104 New
RFG
1109
RFP Financial Group
Georgia
$418K +$418K +5,068 New
AAG
1110
Armstrong Advisory Group
Massachusetts
$418K +$418K +5,063 New
PAMG
1111
Patton Albertson Miller Group
Tennessee
$418K -$92.1K -1,117 -18%
DCM
1112
Dupont Capital Management
Delaware
$417K +$130K +1,576 +45%
ULWM
1113
Upper Left Wealth Management
Florida
$416K +$116K +1,403 +39%
LW
1114
Linscomb Wealth
Texas
$415K +$77.7K +942 +23%
TCM
1115
Tandem Capital Management
New Jersey
$415K +$21.4K +260 +5%
HWA
1116
Hillcrest Wealth Advisors
New Jersey
$414K -$163K -1,975 -28%
ES
1117
ETF Store
Kansas
$414K -$1.8K -20 -0.4%
WA
1118
Waddell & Associates
Tennessee
$412K +$412K +5,001 New
EGA
1119
E&G Advisors
Texas
$412K -$50.7K -615 -11%
WBCM
1120
Wilson & Boucher Capital Management
California
$412K -$24.7K -300 -6%
SWA
1121
Strata Wealth Advisors
Texas
$412K +$412K +4,991 New
EWM
1122
Edge Wealth Management
New York
$409K – – –
TFS
1123
TrustCore Financial Services
Tennessee
$409K +$22.8K +277 +6%
SGCA
1124
Steel Grove Capital Advisors
Tennessee
$408K -$1.95M -23,661 -83%
KFP
1125
Keystone Financial Planning
Ohio
$408K – – –
43 44
45
46 47