VNQ icon

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 %
MMA
1151
Miracle Mile Advisors
California
$209K +$209K +2,281 New
SWM
1152
SigFig Wealth Management
California
$208K +$208K +2,353 New
HSA
1153
HBK Sorce Advisory
Pennsylvania
$207K -$72.1K -786 -26%
CTA
1154
Chesley Taft & Associates
Illinois
$207K +$207K +2,200 New
CCP
1155
Cardan Capital Partners
Colorado
$207K +$207K +2,250 New
SC
1156
SouthState Corp
Florida
$206K +$162K +1,766 +372%
PWM
1157
Paulson Wealth Management
Illinois
$206K +$206K +2,143 New
MWM
1158
MBE Wealth Management
Wisconsin
$206K +$206K +2,241 New
TNA
1159
True North Advisors
Texas
$206K +$206K +2,250 New
NFP
1160
Narus Financial Partners
Utah
$205K +$205K +2,230 New
SS
1161
Simplicity Solutions
Minnesota
$203K -$45.5M -495,393 -100%
RC
1162
Rinet Company
Massachusetts
$203K -$237K -2,575 -54%
CSPIA
1163
Cary Street Partners Investment Advisory
Virginia
$203K -$39.1K -425 -16%
BAS
1164
Brown Advisory Securities
Maryland
$202K +$202K +2,196 New
WCM
1165
WealthBridge Capital Management
Ohio
$202K +$202K +2,200 New
HFS
1166
HBC Financial Services
Washington
$201K +$97.3K +1,014 +93%
AFS
1167
Annapolis Financial Services
Maryland
$195K +$39.8K +433 +26%
EW
1168
Element Wealth
Mississippi
$194K – – –
BC
1169
Barnett & Company
Tennessee
$184K -$89.7K -975 -33%
MWA
1170
Moser Wealth Advisors
Washington
$184K – – –
EP
1171
Eudaimonia Partners
Tennessee
$183K -$72.1K -786 -28%
AWA
1172
Arkadios Wealth Advisors
Georgia
$174K -$3.2K -35 -2%
MFA
1173
McClarren Financial Advisors
Pennsylvania
$173K +$274 +3 +0.2%
CWM
1174
Cedar Wealth Management
California
$169K – – –
GCM
1175
Garland Capital Management
Washington
$165K +$1.84K +20 +1%
45 46
47
48 49