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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$2.66B
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$442M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$603M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.6M
3
Bank of America
Bank of America
North Carolina
$1.15B
4
Victory Capital Management
Victory Capital Management
Texas
$17.5M
5
Millennium Management
Millennium Management
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
1176
Deroy & Devereaux Private Investment Counsel
Michigan
$365K +$38.5K +467 +12%
FFM
1177
Forum Financial Management
Illinois
$365K -$56.5K -685 -13%
SFA
1178
Source Financial Advisors
New York
$363K +$6.52K +79 +2%
BCM
1179
Basso Capital Management
Connecticut
$361K +$361K +4,375 New
SWA
1180
Strategies Wealth Advisors
Michigan
$361K +$361K +4,375 New
SF
1181
SBK Financial
Virginia
$359K – – –
PAS
1182
Professional Advisory Services
Florida
$358K – – –
CCA
1183
Cadent Capital Advisors
Oklahoma
$358K -$234K -2,833 -39%
FOFP
1184
Fee-Only Financial Planning
South Carolina
$357K +$357K +4,333 New
GWM
1185
GSB Wealth Management
Connecticut
$357K -$216K -2,618 -38%
GCA
1186
Greenwood Capital Associates
South Carolina
$356K -$128K -1,548 -26%
Fisher Asset Management
1187
Fisher Asset Management
Washington
$356K +$106K +1,285 +42%
MIC
1188
Meridian Investment Counsel
California
$355K – – –
RWG
1189
Regal Wealth Group
California
$355K +$1.98K +24 +0.6%
SWM
1190
Silverlake Wealth Management
Vermont
$354K -$19.6K -238 -5%
AC
1191
Avestar Capital
New York
$354K +$72.7K +882 +26%
GWS
1192
Glassman Wealth Services
Virginia
$352K +$7.75K +94 +2%
PCP
1193
Proficio Capital Partners
Massachusetts
$351K – – –
MIM
1194
Moseley Investment Management
Florida
$349K +$2.89K +35 +0.8%
AWM
1195
Aprio Wealth Management
Georgia
$349K +$349K +4,226 New
RFN
1196
RDA Financial Network
Iowa
$348K -$57.5K -697 -14%
LIG
1197
Lokken Investment Group
Delaware
$347K +$76K +921 +28%
CWM
1198
Collaborative Wealth Management
Florida
$345K +$165 +2 +0%
SC
1199
SouthState Corp
Florida
$345K +$33K +400 +11%
BFA
1200
Beacon Financial Advisory
Ohio
$345K -$139K -1,688 -29%
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