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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1151
Latitude Advisors
Florida
$397K +$13K +147 +3%
SFWA
1152
Summit Financial Wealth Advisors
Louisiana
$396K +$396K +4,482 New
FPCG
1153
Forum Private Client Group
Indiana
$395K +$395K +4,470 New
HPC
1154
HM Payson & Co
Maine
$393K -$74.8K -846 -16%
GPA
1155
Garrison Point Advisors
California
$387K +$6.19K +70 +2%
DCM
1156
Davis Capital Management
Florida
$387K +$387K +4,384 New
WHCI
1157
W.H. Cornerstone Investments
Massachusetts
$387K -$70.5K -798 -15%
PCS
1158
Personal CFO Solutions
New Jersey
$385K +$385K +4,362 New
MCCP
1159
Mission Creek Capital Partners
California
$385K -$5.57K -63 -1%
LIG
1160
Lokken Investment Group
Delaware
$385K +$1.86K +21 +0.5%
OAM
1161
Occidental Asset Management
California
$384K -$54K -611 -12%
PAS
1162
Professional Advisory Services
Florida
$383K – – –
CPA
1163
Capital Performance Advisors
California
$383K +$60.7K +687 +19%
VFA
1164
Valeo Financial Advisors
Indiana
$382K -$20.8K -235 -5%
CT
1165
Colonial Trust
South Carolina
$381K +$152K +1,720 +66%
MCWS
1166
McKinley Carter Wealth Services
West Virginia
$380K -$270K -3,057 -42%
SDWMA
1167
Schneider Downs Wealth Management Advisors
Pennsylvania
$378K +$5.48K +62 +1%
WCP
1168
Wick Capital Partners
Pennsylvania
$378K +$34.5K +391 +10%
FDDB
1169
Fidelity D&D Bancorp
Pennsylvania
$377K – – –
DTC
1170
Davidson Trust Company
Washington
$376K +$88.4K +1,000 +31%
BST
1171
Bath Savings Trust
Maine
$374K -$25.1K -284 -6%
FTC
1172
Farmers Trust Company
Ohio
$373K – – –
TA
1173
Tactive Advisors
Florida
$373K -$5.74K -65 -2%
JWM
1174
Jupiter Wealth Management
Colorado
$372K – – –
PMG
1175
Private Management Group
California
$372K +$1.24K +14 +0.3%
45 46
47
48 49