VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
1151
McClarren Financial Advisors
Pennsylvania
$498K +$64.3K +554 +15%
AP
1152
Appleton Partners
Massachusetts
$498K +$81.1K +699 +19%
CWM
1153
Collaborative Wealth Management
Florida
$498K +$498K +4,295 New
RWG
1154
Regal Wealth Group
California
$497K +$2.32K +20 +0.5%
TSS
1155
Two Sigma Securities
New York
$497K +$216K +1,860 +77%
RF
1156
Resolute Financial
Massachusetts
$495K +$495K +4,268 New
SB
1157
Sunflower Bank
Texas
$492K – – –
RA
1158
Resolute Advisors
California
$492K +$11.5K +99 +2%
AA
1159
Argent Advisors
Louisiana
$491K – – –
WP
1160
Wealthspan Partners
Iowa
$490K +$490K +4,220 New
QPWM
1161
Quadrant Private Wealth Management
Pennsylvania
$487K +$348 +3 +0.1%
BBNB
1162
Baker Boyer National Bank
Washington
$484K +$484K +4,175 New
AWAP
1163
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$483K +$16.1K +139 +3%
PCS
1164
Personal CFO Solutions
New Jersey
$481K -$243K -2,097 -34%
TCMP
1165
Thrive Capital Management (Pennsylvania)
Pennsylvania
$480K -$311K -2,684 -39%
GPA
1166
Garrison Point Advisors
California
$478K – – –
IIC
1167
Ironwood Investment Counsel
Arizona
$478K +$2.2K +19 +0.5%
ACM
1168
Advisors Capital Management
New Jersey
$476K -$41.9K -361 -8%
TCM
1169
Tandem Capital Management
New Jersey
$476K – – –
PWP
1170
Perfromance Wealth Partners
Illinois
$476K +$476K +4,102 New
SAM
1171
Summit Asset Management
Tennessee
$475K – – –
FWA
1172
FSC Wealth Advisors
New York
$472K +$472K +4,070 New
BA
1173
Bridge Advisory
California
$471K +$2.44K +21 +0.5%
LFAS
1174
Level Four Advisory Services
Texas
$471K +$44.3K +382 +10%
TAIM
1175
TD Ameritrade Investment Management
Nebraska
$469K -$23.3K -201 -5%
45 46
47
48 49