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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$193M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$75.5M
3
BP
Ballentine Partners
Massachusetts
+$55.4M
4
Millennium Management
Millennium Management
New York
+$46.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$41.9M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$301M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$117M
3
Wells Fargo
Wells Fargo
California
-$78.2M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$69.4M
5
VA
Valmark Advisers
Ohio
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
1226
Financial Gravity Asset Management
Texas
$275K +$3.27K +1 +1%
DTC
1227
Davidson Trust Company
Washington
$272K – – –
BHWM
1228
Bar Harbor Wealth Management
New Hampshire
$272K -$7.94K -95 -3%
JC
1229
Jentner Corp
Ohio
$271K +$12.1K +145 +5%
AWM
1230
AllSquare Wealth Management
New York
$271K – – –
CHA
1231
Cooper/Haims Advisors
New York
$271K -$501 -6 -0.2%
CNBTD
1232
Citizens National Bank Trust Department
Mississippi
$270K – – –
APP
1233
Avantax Planning Partners
Iowa
$270K -$6.35K -76 -2%
PSIWM
1234
Paradigm Strategies in Wealth Management
Minnesota
$270K -$277K -3,316 -51%
IA
1235
Insight Advisors
Pennsylvania
$270K -$45.5K -544 -14%
UL
1236
Unionview LLC
Washington
$269K +$13K +156 +5%
BOM
1237
Bank of Marin
California
$269K – – –
KTC
1238
Kistler-Tiffany Companies
Pennsylvania
$269K +$22.1K +264 +9%
VWA
1239
V Wealth Advisors
Kansas
$268K +$268K +3,213 New
CB
1240
Cadence Bank
Mississippi
$268K – – –
WSFS
1241
Wilmington Savings Fund Society
Delaware
$268K – – –
KCM
1242
Kendall Capital Management
Maryland
$268K +$18.4K +220 +7%
AMM
1243
American Money Management
California
$268K -$6.1K -73 -2%
PIA
1244
Perennial Investment Advisors
California
$267K -$109K -1,300 -29%
CFGSD
1245
Compass Financial Group (South Dakota)
South Dakota
$266K -$21.8K -261 -8%
MM
1246
Meridian Management
Arkansas
$265K – – –
IWP
1247
Icon Wealth Partners
Texas
$265K – – –
RW
1248
RVW Wealth
California
$265K -$2.84K -34 -1%
SWM
1249
Selective Wealth Management
Virginia
$264K +$264K +3,145 New
RWM
1250
RKL Wealth Management
Pennsylvania
$264K -$64.8K -775 -20%
48 49
50
51 52