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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$2.66B
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$442M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$603M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.6M
3
Bank of America
Bank of America
North Carolina
$1.15B
4
Victory Capital Management
Victory Capital Management
Texas
$17.5M
5
Millennium Management
Millennium Management
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
1251
CIBC World Market
Ontario, Canada
$303K +$36.8K +446 +14%
VC
1252
Veracity Capital
Georgia
$301K -$23.6K -286 -7%
FWM
1253
Forza Wealth Management
Florida
$301K +$301K +3,644 New
CPA
1254
Capital Performance Advisors
California
$297K +$4.54K +55 +2%
GWA
1255
GGM Wealth Advisors
Maryland
$297K -$61.6K -731 -17%
RF
1256
Resolute Financial
Massachusetts
$297K -$25.8K -313 -8%
JTWM
1257
Jackson Thornton Wealth Management
Alabama
$296K +$20.4K +247 +7%
RSA
1258
River Street Advisors
Illinois
$296K +$296K +3,585 New
RA
1259
Rise Advisors
New York
$295K -$4.7K -57 -2%
APP
1260
Avantax Planning Partners
Iowa
$293K -$21.5K -261 -7%
HCA
1261
Harbour Capital Advisors
Virginia
$289K – – –
CFO
1262
Colony Family Offices
North Carolina
$287K – – –
MFC
1263
Morris Financial Concepts
South Carolina
$286K -$75.1K -910 -21%
IWA
1264
Inspirion Wealth Advisors
Illinois
$286K -$39.8K -483 -12%
W
1265
WorthPointe
California
$285K -$101K -1,229 -26%
NCM
1266
Northwest Capital Management
Oregon
$284K -$825 -10 -0.3%
LG
1267
LAM Group
Oregon
$283K +$283K +3,435 New
CGL
1268
Clarius Group LLC
Washington
$283K -$2.89M -35,066 -91%
CFGSD
1269
Compass Financial Group (South Dakota)
South Dakota
$283K +$283K +3,433 New
HIGP
1270
Hill Investment Group Partners
Missouri
$283K -$182K -2,212 -39%
RFO
1271
RiverGlades Family Offices
Florida
$283K +$283K +3,427 New
AWM
1272
AllSquare Wealth Management
New York
$282K – – –
TCM
1273
TD Capital Management
Tennessee
$282K +$3.88K +47 +1%
NCMW
1274
Northern Capital Management (Washington)
Washington
$280K – – –
CWM
1275
Cranbrook Wealth Management
Michigan
$279K -$116K -1,408 -29%
49 50
51
52 53