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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 %
PCTC
1176
Perkins Coie Trust Company
Washington
$357K – – –
IWA
1177
Inspirion Wealth Advisors
Illinois
$357K – – –
BP
1178
BBR Partners
New York
$357K +$357K +4,128 New
BCP
1179
Berkeley Capital Partners
Georgia
$356K -$33.5K -387 -9%
EWA
1180
EverSource Wealth Advisors
Alabama
$355K +$97.7K +1,227 +38%
SW
1181
SkyOak Wealth
Michigan
$354K – – –
OCM
1182
Objective Capital Management
Ohio
$354K -$58.3K -674 -14%
BIP
1183
Blueprint Investment Partners
North Carolina
$353K -$7.35K -85 -2%
MGWA
1184
Monument Group Wealth Advisors
Massachusetts
$353K – – –
IP
1185
Ignite Planners
California
$350K -$91.8K -1,080 -21%
MFG
1186
Mosaic Financial Group
Illinois
$350K +$350K +4,049 New
FNT
1187
First National Trust
Pennsylvania
$349K +$19.5K +226 +6%
MSA
1188
Marino Stram & Associates
Massachusetts
$348K – – –
SW
1189
SteelPeak Wealth
California
$348K -$346 -4 -0.1%
MMM
1190
Mendel Money Management
Illinois
$348K -$85.5K -989 -20%
FFL
1191
Financial Freedom LLC
Ohio
$346K -$140K -1,620 -29%
FOFP
1192
Fee-Only Financial Planning
South Carolina
$345K – – –
SP
1193
Stablepoint Partners
Massachusetts
$345K +$109K +1,262 +46%
RWIA
1194
Roger Wittlin Investment Advisory
California
$342K +$2.86K +33 +0.8%
CSPIA
1195
Cary Street Partners Investment Advisory
Virginia
$341K -$59K -682 -15%
MIM
1196
Moseley Investment Management
Florida
$340K +$24.3K +281 +8%
JWM
1197
Jupiter Wealth Management
Colorado
$338K -$4.89K -60 -1%
OFS
1198
Orrstown Financial Services
Pennsylvania
$338K +$338K +3,911 New
SF
1199
Safeguard Financial
Wisconsin
$337K -$159K -1,835 -32%
AFP
1200
Ausdal Financial Partners
Iowa
$336K -$10K -116 -3%
46 47
48
49 50