VNQ icon

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 %
CMA
1176
Cedar Mountain Advisors
Oregon
$370K +$30.6K +346 +9%
BPWM
1177
Badgley Phelps Wealth Managers
Washington
$370K – – –
SBIA
1178
Sheaff Brock Investment Advisors
Indiana
$369K +$8.22K +93 +2%
BIP
1179
Blueprint Investment Partners
North Carolina
$368K +$71.5K +809 +24%
IWA
1180
Inspirion Wealth Advisors
Illinois
$368K +$89 +1 +0%
CCT
1181
Capital City Trust
Florida
$367K -$107K -1,213 -23%
TCM
1182
Tandem Capital Management
New Jersey
$366K – – –
MSAM
1183
Moloney Securities Asset Management
Missouri
$366K -$15.1K -171 -4%
PCTC
1184
Perkins Coie Trust Company
Washington
$365K – – –
HL
1185
HeadInvest LLC
Maine
$364K – – –
SIC
1186
Samalin Investment Counsel
New York
$363K -$130K -1,473 -26%
ML
1187
Mayport LLC
Massachusetts
$363K +$363K +4,105 New
SW
1188
SkyOak Wealth
Michigan
$361K +$3.36K +38 +0.9%
MGWA
1189
Monument Group Wealth Advisors
Massachusetts
$361K +$361K +4,083 New
DWS
1190
Discipline Wealth Solutions
South Carolina
$359K +$359K +4,258 New
APP
1191
Avantax Planning Partners
Iowa
$359K +$80.5K +911 +29%
SFP
1192
Strategic Financial Partners
Oregon
$357K -$1.41K -16 -0.4%
ITIM
1193
Indiana Trust & Investment Management
Indiana
$357K -$12K -136 -3%
BCA
1194
Bay Colony Advisors
Massachusetts
$357K +$13K +147 +4%
DI
1195
Diligent Investors
California
$356K -$192K -2,174 -35%
PSCM
1196
Per Stirling Capital Management
Texas
$356K -$32.7K -370 -8%
SW
1197
SteelPeak Wealth
California
$356K -$69.9K -791 -16%
MSA
1198
Marino Stram & Associates
Massachusetts
$356K – – –
AFP
1199
Ausdal Financial Partners
Iowa
$354K +$9.9K +112 +3%
FOFP
1200
Fee-Only Financial Planning
South Carolina
$352K -$30.9K -350 -8%
46 47
48
49 50