We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1201
Roman Butler Fullerton & Co
Missouri
$412K +$317 +3 +0.1%
COCM
1202
Charter Oak Capital Management
New Hampshire
$411K +$18.6K +176 +5%
IF
1203
Ironwood Financial
Arizona
$411K +$219K +2,070 +120%
GVAG
1204
Great Valley Advisor Group
Delaware
$410K +$11K +104 +3%
SBWIC
1205
Schaper Benz & Wise Investment Counsel
Wisconsin
$409K
EP
1206
Eudaimonia Partners
Tennessee
$407K +$397K +3,754 New
BWM
1207
Boyd Wealth Management
California
$404K -$2.46M -23,268 -86%
AUB
1208
Atlantic Union Bankshares
Virginia
$403K +$42.3K +400 +12%
FNWM
1209
Financial Network Wealth Management
Utah
$401K +$212 +2 +0.1%
ML
1210
McAdam LLC
Pennsylvania
$401K +$392K +3,700 New
ZIG
1211
Zullo Investment Group
Pennsylvania
$400K -$1.38K -13 -0.4%
BF
1212
Brooklyn FI
New York
$398K +$389K +3,677 New
AP
1213
Advisor Partners
California
$393K -$16K -151 -4%
ES
1214
ETF Store
Kansas
$393K +$14.7K +139 +4%
BA
1215
Bridge Advisory
California
$390K -$49.1K -464 -11%
AWM
1216
AllSquare Wealth Management
New York
$389K +$16.5K +156 +5%
RA
1217
Rise Advisors
New York
$388K +$1.27K +12 +0.3%
BKA
1218
Brick & Kyle Associates
Pennsylvania
$387K -$377K -3,564 -50%
GLA
1219
Good Life Advisors
Pennsylvania
$384K -$11.1K -105 -3%
DDPIC
1220
Deroy & Devereaux Private Investment Counsel
Michigan
$384K +$88.7K +838 +31%
CT
1221
Cambridge Trust
Massachusetts
$382K +$199K +1,876 +113%
HCA
1222
Harbour Capital Advisors
Virginia
$379K
WSFS
1223
Wilmington Savings Fund Society
Delaware
$378K +$1.59K +15 +0.4%
HCA
1224
Horan Capital Advisors
Ohio
$378K +$2.43K +23 +0.7%
SW
1225
SkyOak Wealth
Michigan
$377K -$347K -3,283 -49%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.