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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1151
Occidental Asset Management
California
$376K – – –
BFEC
1152
Benjamin F. Edwards & Company
Missouri
$375K -$62.3K -720 -14%
PAS
1153
Professional Advisory Services
Florida
$375K – – –
CT
1154
Colonial Trust
South Carolina
$373K – – –
SDWMA
1155
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$2.16K +25 +0.6%
DCM
1156
Davis Capital Management
Florida
$372K -$765 -9 -0.2%
PCS
1157
Personal CFO Solutions
New Jersey
$371K -$5.8K -67 -2%
HPC
1158
HM Payson & Co
Maine
$371K -$13.8K -160 -4%
DT
1159
Diversified Trust
Tennessee
$371K +$89.8K +1,038 +32%
FDDB
1160
Fidelity D&D Bancorp
Pennsylvania
$369K – – –
DTC
1161
Davidson Trust Company
Washington
$368K – – –
MSAM
1162
Moloney Securities Asset Management
Missouri
$366K +$8.13K +94 +2%
WPW
1163
Watershed Private Wealth
Illinois
$366K -$478K -5,530 -57%
ITIM
1164
Indiana Trust & Investment Management
Indiana
$365K +$15.1K +175 +4%
FPCG
1165
Forum Private Client Group
Indiana
$364K -$22.5K -260 -6%
XF
1166
XML Financial
Maryland
$364K -$858K -9,927 -70%
PFWA
1167
Paces Ferry Wealth Advisors
Georgia
$363K -$29.6K -342 -8%
CMA
1168
Cedar Mountain Advisors
Oregon
$362K -$519 -6 -0.1%
MCM
1169
MontVue Capital Management
Virginia
$361K +$94.1K +1,088 +35%
FTC
1170
Farmers Trust Company
Ohio
$360K -$5.02K -58 -1%
TCOV
1171
Trust Company of Vermont
Vermont
$360K -$38.5K -445 -10%
BWA
1172
Beam Wealth Advisors
Louisiana
$359K +$97.3K +1,125 +37%
TA
1173
Tactive Advisors
Florida
$359K -$5.88K -68 -2%
PFM
1174
Peak Financial Management
Massachusetts
$358K +$35K +405 +11%
SBIA
1175
Sheaff Brock Investment Advisors
Indiana
$357K -$3.46K -40 -1%
45 46
47
48 49