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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 %
RFO
1251
RiverGlades Family Offices
Florida
$378K +$8.12K +70 +2%
CHA
1252
Cooper/Haims Advisors
New York
$376K -$12.5K -108 -3%
AA
1253
Alesco Advisors
New York
$374K -$55.1K -475 -13%
BWM
1254
BNC Wealth Management
Oregon
$374K +$374K +3,223 New
PP
1255
Patten & Patten
Tennessee
$373K -$11.6K -100 -3%
CFB
1256
Cullen/Frost Bankers
Texas
$372K +$342K +2,944 +1,124%
PWA
1257
Pillar Wealth Advisors
Pennsylvania
$371K +$371K +3,199 New
PCM
1258
Poehling Capital Management
Wisconsin
$370K +$3.37K +29 +0.9%
MIM
1259
Moseley Investment Management
Florida
$369K +$232 +2 +0.1%
MHB
1260
Midwest Heritage Bank
Iowa
$369K +$369K +3,181 New
IWP
1261
Icon Wealth Partners
Texas
$368K – – –
ES
1262
ETF Store
Kansas
$365K +$365K +3,538 New
ETIA
1263
Epic Trust Investment Advisors
Washington
$364K +$364K +3,133 New
NCM
1264
Narwhal Capital Management
Georgia
$363K +$6.51K +56 +2%
PPW
1265
Pasadena Private Wealth
California
$361K +$361K +3,116 New
LC
1266
Lincoln Capital
Nebraska
$360K +$12K +103 +3%
BCM
1267
Brookmont Capital Management
Texas
$360K +$12.5K +108 +4%
SCM
1268
Southport Capital Management
Tennessee
$360K +$360K +3,101 New
RCA
1269
Riverview Capital Advisers
Massachusetts
$359K +$359K +3,092 New
VC
1270
Veracity Capital
Georgia
$358K +$52.5K +453 +17%
BWM
1271
Birchcreek Wealth Management
Ohio
$357K -$10.3K -89 -3%
DT
1272
Diversified Trust
Tennessee
$357K +$357K +3,074 New
FPTW
1273
Franklin, Parlapiano, Turner & Welch
Texas
$356K – – –
LHWM
1274
Lake Hills Wealth Management
Texas
$354K +$354K +3,050 New
TCOV
1275
Trust Company of Vermont
Vermont
$354K +$354K +3,052 New
49 50
51
52 53