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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ULWM
1226
Upper Left Wealth Management
Florida
$400K +$400K +3,450 New
AWM
1227
AllSquare Wealth Management
New York
$398K – – –
ACA
1228
Aptus Capital Advisors
Alabama
$398K – – –
CIA
1229
Cladis Investment Advisory
Montana
$395K +$395K +3,403 New
EC
1230
Estate Counselors
Wisconsin
$394K -$64.3K -555 -14%
FFM
1231
Forum Financial Management
Illinois
$394K +$394K +3,398 New
NEWAS
1232
N.E.W. Advisory Services
Wisconsin
$393K -$107K -922 -21%
CBTWT
1233
Community Bank & Trust (Waco, Texas)
Texas
$393K -$24.9K -215 -6%
AMM
1234
American Money Management
California
$393K -$4.18K -36 -1%
PCMC
1235
Paragon Capital Management (Colorado)
Colorado
$390K -$38.4K -331 -9%
DTC
1236
Davidson Trust Company
Washington
$389K -$1.86K -16 -0.5%
QCM
1237
Quest Capital Management
Texas
$389K +$232 +2 +0.1%
PWP
1238
Personal Wealth Partners
Minnesota
$389K +$813 +7 +0.2%
WCM
1239
Washington Capital Management
Washington
$389K +$39.4K +340 +11%
RWMH
1240
Riverpoint Wealth Management Holdings
Illinois
$388K +$28.5K +246 +8%
CI
1241
Cavalier Investments
Georgia
$388K +$120K +1,032 +45%
TGAM
1242
TBH Global Asset Management
Tennessee
$387K +$36.1K +311 +10%
Kovitz Investment Group Partners
1243
Kovitz Investment Group Partners
Illinois
$387K +$89.8K +1,056 +30%
WA
1244
Wealthstream Advisors
New York
$386K +$386K +3,325 New
CG
1245
CFO4Life Group
Texas
$386K +$386K +3,327 New
AUB
1246
Atlantic Union Bankshares
Virginia
$385K – – –
LWP
1247
Lumature Wealth Partners
Georgia
$382K -$13.9K -120 -4%
SW
1248
StrongBox Wealth
Missouri
$382K -$12.2K -105 -3%
FPCP
1249
Fort Point Capital Partners
California
$382K +$382K +3,296 New
BDF
1250
Balasa Dinverno & Foltz
$378K – – –
48 49
50
51 52