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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
1251
Cassady Schiller Wealth Management
Ohio
$307K -$80.7K -913 -21%
RFO
1252
RiverGlades Family Offices
Florida
$306K -$7.01K -83 -2%
LW
1253
Linscomb Wealth
Texas
$306K +$18.9K +214 +7%
SSWM
1254
Sheets Smith Wealth Management
North Carolina
$305K -$30.8K -348 -9%
PCM
1255
Poehling Capital Management
Wisconsin
$305K +$6.63K +75 +2%
CFS
1256
CGC Financial Services
Oregon
$305K – – –
GA
1257
Gordian Advisors
Arizona
$305K +$305K +3,449 New
ACM
1258
AUA Capital Management
Pennsylvania
$304K +$304K +3,439 New
MCC
1259
Money Concepts Capital
Florida
$304K +$19K +215 +7%
MBFW
1260
Morton Brown Family Wealth
Pennsylvania
$304K +$17.2K +195 +6%
WP
1261
Wealthspan Partners
Iowa
$303K +$88 +1 +0%
SWM
1262
Stockman Wealth Management
Montana
$303K – – –
CGL
1263
Clarius Group LLC
Washington
$303K – – –
RFN
1264
RDA Financial Network
Iowa
$303K +$2.65K +30 +0.9%
PWM
1265
Paulson Wealth Management
Illinois
$303K -$7.86K -89 -3%
HCA
1266
Horan Capital Advisors
Ohio
$300K – – –
NCMW
1267
Northern Capital Management (Washington)
Washington
$300K – – –
ML
1268
McAdam LLC
Pennsylvania
$300K -$46.7K -528 -13%
IA
1269
Insight Advisors
Pennsylvania
$299K -$31.3K -354 -9%
TCBWMS
1270
Texas Capital Bank Wealth Management Services
Texas
$297K -$39.2K -444 -12%
WCM
1271
Washington Capital Management
Washington
$296K – – –
JTWM
1272
Jackson Thornton Wealth Management
Alabama
$295K – – –
AWM
1273
AllSquare Wealth Management
New York
$295K – – –
FL
1274
FreeGulliver LLC
Louisiana
$295K +$295K +3,337 New
SFG
1275
Synergy Financial Group
California
$294K – – –
49 50
51
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