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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 %
FG
1176
Formula Growth
Quebec, Canada
$165K +$165K +1,800 New
ETC
1177
Exchange Traded Concepts
Oklahoma
$161K -$410K -4,458 -72%
TFGT
1178
TS Financial Group (TSFG)
Illinois
$160K -$2.48K -27 -2%
HDIM
1179
Hanson & Doremus Investment Management
Vermont
$160K +$9.71K +106 +6%
PIA
1180
Powell Investment Advisors
Florida
$160K +$160K +1,740 New
BWP
1181
Baldwin Wealth Partners
Massachusetts
$157K +$645 +7 +0.4%
HCC
1182
Hirtle Callaghan & Co
Pennsylvania
$148K – – –
KOCAA
1183
Knights of Columbus Asset Advisors
Connecticut
$146K – – –
MIM
1184
Macroview Investment Management
Maryland
$146K +$28.4K +308 +24%
CC
1185
Cassaday & Co
Virginia
$143K -$32K -349 -18%
UFF
1186
USA Financial Formulas
Michigan
$142K -$42.7K -463 -23%
APWA
1187
Atlas Private Wealth Advisors
New Jersey
$142K -$20.1K -219 -12%
TIM
1188
Tortoise Investment Management
New York
$141K – – –
AIG
1189
American International Group
New York
$138K +$138K +1,500 New
BAMG
1190
Brand Asset Management Group
Missouri
$133K +$53.3K +580 +67%
S
1191
SignatureFD
Georgia
$131K -$16.2K -176 -11%
MA
1192
MCF Advisors
Kentucky
$131K – – –
WC
1193
Westwind Capital
New Mexico
$131K – – –
SIS
1194
Sound Income Strategies
Florida
$130K +$116K +1,260 +818%
EDRH
1195
Edmond de Rothschild Holding
Switzerland
$128K -$494K -5,385 -79%
CIA
1196
Choate Investment Advisors
Massachusetts
$128K – – –
NFSG
1197
Newbridge Financial Services Group
Florida
$126K -$27K -294 -18%
RG
1198
Retirement Group
California
$124K -$14.1K -154 -10%
LWM
1199
Liberty Wealth Management
California
$123K – – –
MAWCM
1200
Mine & Arao Wealth Creation & Management
California
$122K +$641 +7 +0.5%
46 47
48
49 50