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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1151
Weinberger Asset Management
California
$469K +$186K +1,757 +68%
BFM
1152
Boston Financial Management
Massachusetts
$469K -$106 -1 -0%
RWG
1153
Regal Wealth Group
California
$467K +$1.27K +12 +0.3%
ITIM
1154
Indiana Trust & Investment Management
Indiana
$466K
CIBC World Market
1155
CIBC World Market
Ontario, Canada
$463K +$68.6K +648 +18%
IWA
1156
Inspirion Wealth Advisors
Illinois
$462K +$26.7K +252 +6%
PCP
1157
Proficio Capital Partners
Massachusetts
$461K -$241K -2,279 -35%
MI
1158
Moneywise Inc
Virginia
$461K -$8.68K -82 -2%
MWM
1159
Meridian Wealth Management
Kentucky
$460K -$14K -132 -3%
BFG
1160
Barber Financial Group
Kansas
$459K -$1.93M -18,226 -81%
AA
1161
Argent Advisors
Louisiana
$459K
TA
1162
TrueWealth Advisors
Alabama
$456K
AP
1163
Appleton Partners
Massachusetts
$454K -$11.3K -107 -2%
NCM
1164
Northwest Capital Management
Oregon
$454K +$106 +1 +0%
TCM
1165
Tandem Capital Management
New Jersey
$451K
RF
1166
Resolute Financial
Massachusetts
$450K -$11.9K -112 -3%
SAM
1167
Summit Asset Management
Tennessee
$449K +$4.76K +45 +1%
RA
1168
RFG Advisory
Alabama
$447K -$76.2K -720 -15%
TAIM
1169
TD Ameritrade Investment Management
Nebraska
$447K +$9.31K +88 +2%
GPA
1170
Garrison Point Advisors
California
$446K
LFAS
1171
Level Four Advisory Services
Texas
$446K +$6.46K +61 +2%
PCMC
1172
Private Capital Management (Colorado)
Colorado
$443K -$84.7K -800 -16%
MMHP
1173
Murphy Middleton Hinkle & Parker
Georgia
$442K +$40.7K +385 +10%
DACG
1174
Donor Advised Charitable Giving
California
$442K +$432K +4,083 New
CWA
1175
Canvas Wealth Advisors
Kansas
$441K -$71.1K -672 -14%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.