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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 %
SIM
1276
Stratos Investment Management
Ohio
$291K -$313K -3,537 -52%
HWMA
1277
Heritage Wealth Management (Arizona)
Arizona
$290K +$290K +3,286 New
UL
1278
Unionview LLC
Washington
$289K +$2.92K +33 +1%
CRWM
1279
Castle Rock Wealth Management
California
$287K +$287K +3,329 New
CHA
1280
Cooper/Haims Advisors
New York
$287K +$353 +4 +0.1%
DT
1281
Diversified Trust
Tennessee
$287K +$287K +3,248 New
PAG
1282
Paladin Advisory Group
Iowa
$286K -$196K -2,215 -41%
EWA
1283
EverSource Wealth Advisors
Alabama
$286K -$78.3K -886 -21%
KFGK
1284
Keystone Financial Group (Kentucky)
Kentucky
$285K +$9.46K +107 +3%
LCWP
1285
Legacy Capital Wealth Partners
Arkansas
$284K +$28.3K +320 +11%
EC
1286
Elequin Capital
New York
$283K +$283K +3,203 New
RFG
1287
RFP Financial Group
Georgia
$281K +$4.95K +56 +2%
MAWCM
1288
Mine & Arao Wealth Creation & Management
California
$281K +$6.19K +70 +2%
BWM
1289
Birchcreek Wealth Management
Ohio
$279K +$177 +2 +0.1%
CFO
1290
Colony Family Offices
North Carolina
$279K – – –
SPWM
1291
Straight Path Wealth Management
Michigan
$279K +$279K +3,155 New
BHWM
1292
Bar Harbor Wealth Management
New Hampshire
$278K -$8.84K -100 -3%
CWM
1293
Cranbrook Wealth Management
Michigan
$278K – – –
DWA
1294
Delap Wealth Advisory
Oregon
$277K +$4.15K +47 +2%
GWS
1295
Glassman Wealth Services
Virginia
$277K +$1.24K +14 +0.4%
LG
1296
LAM Group
Oregon
$277K -$26.5K -300 -9%
PPW
1297
Pasadena Private Wealth
California
$277K +$277K +3,130 New
AIM
1298
AMI Investment Management
Indiana
$276K +$276K +3,127 New
SRC
1299
Sage Rhino Capital
California
$276K -$19K -215 -6%
GAB
1300
German American Bancorp
Indiana
$275K – – –
50 51
52
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