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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 %
RWM
1201
RKL Wealth Management
Pennsylvania
$345K -$95.3K -1,155 -22%
M
1202
MOTCO
Texas
$343K +$19.1K +231 +6%
FCB
1203
First County Bank
Connecticut
$342K +$342K +4,150 New
MHR
1204
Matthew Hamilton Rosenberg
$342K -$3.46K -42 -1%
KFGK
1205
Keystone Financial Group (Kentucky)
Kentucky
$341K +$1.32K +16 +0.4%
COCM
1206
Charter Oak Capital Management
New Hampshire
$341K +$1.4K +17 +0.4%
BOM
1207
Bank of Marin
California
$341K +$66.2K +803 +24%
AF
1208
Arrow Financial
New York
$340K +$161K +1,950 +90%
GPA
1209
Garrison Point Advisors
California
$340K – – –
WSFS
1210
Wilmington Savings Fund Society
Delaware
$339K -$18.2K -220 -5%
BHWM
1211
Bar Harbor Wealth Management
New Hampshire
$339K -$15.7K -190 -4%
BFG
1212
Barber Financial Group
Kansas
$339K -$53.4K -647 -14%
RBFC
1213
Roman Butler Fullerton & Co
Missouri
$338K +$796 +9 +0.2%
MMHP
1214
Murphy Middleton Hinkle & Parker
Georgia
$336K – – –
SS
1215
Simplicity Solutions
Minnesota
$335K -$424K -5,136 -56%
DWM
1216
Drive Wealth Management
Utah
$335K +$49.1K +595 +17%
FNWM
1217
Financial Network Wealth Management
Utah
$334K +$48.4K +587 +17%
DI
1218
Diligent Investors
California
$334K +$115K +1,400 +53%
SFP
1219
Strategic Financial Partners
Oregon
$334K +$248 +3 +0.1%
MSA
1220
Marino Stram & Associates
Massachusetts
$332K +$4.62K +56 +1%
SSWM
1221
Sheets Smith Wealth Management
North Carolina
$331K -$454K -5,506 -58%
ADL
1222
Asset Dedication LLC
California
$331K -$198K -2,402 -37%
SBIA
1223
Sheaff Brock Investment Advisors
Indiana
$330K +$14.4K +174 +5%
BCG
1224
Breakwater Capital Group
New Jersey
$328K +$328K +3,982 New
RW
1225
RVW Wealth
California
$328K +$328K +3,972 New
47 48
49
50 51