VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
1226
Hilltop National Bank
Wyoming
$313K +$313K +3,616 New
TPWA
1227
TRUE Private Wealth Advisors
Oregon
$312K -$193K -2,232 -38%
TCM
1228
TD Capital Management
Tennessee
$311K +$2.68K +31 +0.9%
QPWM
1229
Quadrant Private Wealth Management
Pennsylvania
$310K +$259 +3 +0.1%
MSWM
1230
McGlone Suttner Wealth Management
Wisconsin
$309K +$865 +10 +0.3%
SSWM
1231
Sheets Smith Wealth Management
North Carolina
$309K +$10.2K +118 +3%
AM
1232
Atwater Malick
Pennsylvania
$307K – – –
HL
1233
HeadInvest LLC
Maine
$306K -$49.7K -575 -14%
GSC
1234
Ground Swell Capital
South Carolina
$305K +$305K +3,531 New
KHCM
1235
Kirtland Hills Capital Management
Ohio
$305K +$305K +3,743 New
NCM
1236
Northwest Capital Management
Oregon
$305K – – –
SMDAM
1237
Sumitomo Mitsui DS Asset Management
Japan
$304K +$304K +3,518 New
AFO
1238
Arrowroot Family Office
California
$304K -$16.3K -189 -5%
VAM
1239
Verity Asset Management
North Carolina
$303K +$38.3K +443 +14%
PWM
1240
Paulson Wealth Management
Illinois
$302K +$6.05K +70 +2%
EFG
1241
Embree Financial Group
Illinois
$302K +$302K +3,488 New
PCM
1242
Poehling Capital Management
Wisconsin
$301K +$2.51K +29 +0.8%
MBTD
1243
Mechanics Bank - Trust Department
California
$301K -$24.6K -285 -8%
LW
1244
Linscomb Wealth
Texas
$300K – – –
RIA
1245
Realta Investment Advisors
Delaware
$299K +$70.4K +814 +31%
TCM
1246
Tandem Capital Management
New Jersey
$299K -$59.4K -687 -17%
CFS
1247
CGC Financial Services
Oregon
$298K – – –
GA
1248
Gordian Advisors
Arizona
$298K – – –
IHWM
1249
Iron Horse Wealth Management
Iowa
$297K -$103K -1,192 -26%
SWM
1250
Stockman Wealth Management
Montana
$297K – – –
48 49
50
51 52