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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
CFO
1226
Colony Family Offices
North Carolina
$377K
CC
1227
Constitution Capital
Connecticut
$377K +$368K +3,475 New
CCB
1228
Country Club Bank
Missouri
$376K +$362K +3,424 New
DBT
1229
Dubuque Bank & Trust
Iowa
$373K -$49.7K -470 -12%
MFG
1230
MidWestOne Financial Group
Iowa
$373K -$8.26K -78 -2%
MFS
1231
McNamara Financial Services
Massachusetts
$372K -$168K -1,585 -32%
CT
1232
Caldwell Trust
Florida
$371K +$37K +350 +11%
RWM
1233
RKL Wealth Management
Pennsylvania
$370K +$361K +3,413 New
ULWM
1234
Upper Left Wealth Management
Florida
$369K -$11.5K -109 -3%
EC
1235
Estate Counselors
Wisconsin
$369K +$1.06K +10 +0.3%
NCMW
1236
Northern Capital Management (Washington)
Washington
$368K +$38.9K +368 +12%
CBTWT
1237
Community Bank & Trust (Waco, Texas)
Texas
$366K -$1.48K -14 -0.4%
AMM
1238
American Money Management
California
$365K -$1.91K -18 -0.5%
PWP
1239
Personal Wealth Partners
Minnesota
$364K +$423 +4 +0.1%
WCM
1240
Washington Capital Management
Washington
$363K
GA
1241
GFS Advisors
Texas
$363K -$1.02M -9,627 -74%
CPA
1242
Capital Performance Advisors
California
$363K -$423 -4 -0.1%
DTC
1243
Davidson Trust Company
Washington
$363K
RWMH
1244
Riverpoint Wealth Management Holdings
Illinois
$363K +$212 +2 +0.1%
FIM
1245
Fernwood Investment Management
Massachusetts
$361K -$171K -1,612 -33%
WA
1246
Wealthstream Advisors
New York
$361K +$847 +8 +0.2%
PP
1247
Patten & Patten
Tennessee
$360K +$10.6K +100 +3%
HWMA
1248
Heritage Wealth Management (Arizona)
Arizona
$360K +$352K +3,326 New
TCM
1249
TD Capital Management
Tennessee
$359K +$285K +2,696 +438%
CHA
1250
Cooper/Haims Advisors
New York
$358K +$6.99K +66 +2%

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.