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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
Bank of Montreal
1226
Bank of Montreal
Ontario, Canada
$305K +$4.54M +45,587 +1%
DTC
1227
Davidson Trust Company
Washington
$305K
AA
1228
Alesco Advisors
New York
$305K +$12.8K +128 +4%
HHGA
1229
Halbert Hargrove Global Advisors
California
$305K +$333K +3,344 New
HWMA
1230
Heritage Wealth Management (Arizona)
Arizona
$305K +$1.7K +17 +0.5%
SRC
1231
Sage Rhino Capital
California
$304K -$324K -3,250 -49%
WA
1232
Wealthstream Advisors
New York
$304K +$897 +9 +0.3%
LDB
1233
Lee, Danner & Bass
Tennessee
$304K +$106K +1,066 +47%
PP
1234
Patten & Patten
Tennessee
$302K
RWMH
1235
Riverpoint Wealth Management Holdings
Illinois
$301K -$4.68K -47 -1%
AMM
1236
American Money Management
California
$300K -$8.27K -83 -2%
GLA
1237
Good Life Advisors
Pennsylvania
$299K -$26.1K -262 -7%
VHAM
1238
Van Hulzen Asset Management
California
$299K +$27.2K +273 +9%
CHA
1239
Cooper/Haims Advisors
New York
$296K -$6.18K -62 -2%
RFO
1240
RiverGlades Family Offices
Florida
$296K -$598 -6 -0.2%
PCM
1241
Poehling Capital Management
Wisconsin
$294K +$1.99K +20 +0.6%
OA
1242
Oxbow Advisors
Texas
$293K -$181K -1,819 -36%
BWM
1243
BNC Wealth Management
Oregon
$293K -$4.79K -48 -1%
NEWAS
1244
N.E.W. Advisory Services
Wisconsin
$292K -$354K -3,554 -53%
PWA
1245
Pillar Wealth Advisors
Pennsylvania
$292K +$399 +4 +0.1%
MFS
1246
McNamara Financial Services
Massachusetts
$291K -$24.2K -243 -7%
GAB
1247
German American Bancorp
Indiana
$291K
TIM
1248
Tortoise Investment Management
New York
$291K +$53.7K +539 +20%
AP
1249
Advisor Partners
California
$289K -$44.3K -444 -12%
IWP
1250
Icon Wealth Partners
Texas
$289K

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.