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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$25.9M +$3.15M +31,576 +13%
CAM
102
Chandler Asset Management
California
$25.2M -$42.4K -425 -0.2%
BTI
103
Blue Trust Inc
Georgia
$24.7M +$22.7M +227,845 New
MML Investors Services
104
MML Investors Services
Massachusetts
$23M +$859K +8,613 +4%
Cerity Partners
105
Cerity Partners
New York
$22.8M +$1.14M +11,401 +5%
Vanguard Group
106
Vanguard Group
Pennsylvania
$22.8M
FFBTD
107
First Financial Bank - Trust Division
Ohio
$22.7M +$172K +1,722 +0.7%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$22.4M -$390K -3,909 -2%
COI
109
Connable Office Inc
Michigan
$22.4M +$7.53M +75,513 +44%
JFA
110
JNBA Financial Advisors
Minnesota
$22.3M +$1.08M +10,792 +5%
BF
111
BOK Financial
Oklahoma
$21.9M +$129K +1,290 +0.5%
CPO
112
Cerity Partners OCIO
New York
$21.9M -$7.89M -79,113 -25%
KL
113
KWMG LLC
Kansas
$21.7M +$984K +9,870 +4%
TWM
114
Tanglewood Wealth Management
Texas
$21.5M +$2.53M +25,338 +12%
Brown Advisory
115
Brown Advisory
Maryland
$21.3M +$2.57M +25,787 +12%
FBFS
116
First Business Financial Services
Wisconsin
$21.2M +$23.2M +233,207 New
Northern Trust
117
Northern Trust
Illinois
$21.2M +$428K +4,291 +2%
PAG
118
Private Advisor Group
New Jersey
$20.6M -$2.18M -21,843 -9%
William Blair & Company
119
William Blair & Company
Illinois
$20.4M -$475K -4,770 -2%
Charles Schwab
120
Charles Schwab
California
$20.2M -$100M -1,006,658 -82%
PCWA
121
Pacific Capital Wealth Advisors
California
$19.7M +$5.97M +59,868 +38%
Jane Street
122
Jane Street
New York
$19.7M -$4.39M -44,055 -17%
CB
123
Commerce Bank
Missouri
$19.5M +$403K +4,041 +2%
PFM
124
Phillips Financial Management
Indiana
$19.2M -$663K -6,654 -3%
JFGLC
125
Johnson Financial Group LLC (Colorado)
Colorado
$19.1M +$1.65M +16,516 +9%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.