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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
LIG
1251
Lokken Investment Group
Delaware
$289K +$4.68K +47 +2%
VC
1252
Veracity Capital
Georgia
$285K -$5.38K -54 -2%
KFGK
1253
Keystone Financial Group (Kentucky)
Kentucky
$285K +$598 +6 +0.2%
BCM
1254
Brookmont Capital Management
Texas
$284K +$299 +3 +0.1%
FIM
1255
Fernwood Investment Management
Massachusetts
$283K -$22.3K -224 -7%
LC
1256
Lincoln Capital
Nebraska
$283K
TGAM
1257
TBH Global Asset Management
Tennessee
$282K -$9.67K -97 -3%
RCA
1258
Riverview Capital Advisers
Massachusetts
$282K
BIAS
1259
Beacon Investment Advisory Services
New Jersey
$281K +$7.28K +73 +2%
SW
1260
StrongBox Wealth
Missouri
$281K +$27.3K +274 +10%
TCOV
1261
Trust Company of Vermont
Vermont
$281K +$307K +3,080 New
LRIA
1262
Leonard Rickey Investment Advisors
Washington
$279K -$5.88K -59 -2%
FPTW
1263
Franklin, Parlapiano, Turner & Welch
Texas
$279K
BF
1264
Blankinship & Foster
California
$278K -$23.3K -234 -7%
MMM
1265
Mendel Money Management
Illinois
$276K +$73.4K +736 +32%
MAWCM
1266
Mine & Arao Wealth Creation & Management
California
$275K +$35.4K +355 +13%
B
1267
Bensler
Washington
$275K +$897 +9 +0.3%
KMWM
1268
Keudell/Morrison Wealth Management
Oregon
$274K +$1.4K +14 +0.5%
TFGT
1269
TS Financial Group (TSFG)
Illinois
$274K +$94.8K +951 +46%
QCIG
1270
Quad-Cities Investment Group
Iowa
$273K +$20.6K +207 +7%
JWBC
1271
J.W. Burns & Co
New York
$271K +$2.79K +28 +1%
APG
1272
Abacus Planning Group
South Carolina
$267K -$567K -5,693 -66%
AWA
1273
Alaska Wealth Advisors
Alaska
$266K -$10.8K -108 -4%
AL
1274
ADE LLC
Maryland
$266K +$7.18K +72 +3%
BWFA
1275
Baltimore-Washington Financial Advisors
Maryland
$266K +$13.1K +131 +5%

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.