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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 %
AMM
1301
American Money Management
California
$274K -$10.1K -114 -4%
SIG
1302
Sargent Investment Group
Maryland
$274K +$33.1K +375 +14%
BCM
1303
BCK Capital Management
Connecticut
$273K -$547K -6,189 -67%
MCM
1304
MontVue Capital Management
Virginia
$273K +$273K +3,092 New
PIA
1305
Panoramic Investment Advisors
Colorado
$272K -$5.48K -62 -2%
LWMNY
1306
Landmark Wealth Management (New York)
New York
$271K +$9.09K +103 +3%
VAM
1307
Verity Asset Management
North Carolina
$271K +$271K +3,063 New
MW
1308
MBL Wealth
North Carolina
$269K +$269K +3,045 New
HFS
1309
HBC Financial Services
Washington
$268K +$67.5K +766 +34%
BWA
1310
Beam Wealth Advisors
Louisiana
$268K +$1.41K +16 +0.5%
PIA
1311
Perennial Investment Advisors
California
$267K +$3.36K +38 +1%
CW
1312
Channel Wealth
California
$267K +$267K +3,026 New
GAM
1313
Griffin Asset Management
New York
$267K -$32.9K -372 -11%
GLA
1314
Good Life Advisors
Pennsylvania
$267K -$151K -1,709 -36%
GI
1315
GAMCO Investors
Connecticut
$265K – – –
LC
1316
Lincoln Capital
Nebraska
$265K – – –
TPW
1317
Transatlantique Private Wealth
New York
$265K – – –
RLIM
1318
Red Lighthouse Investment Management
New York
$264K -$6.54K -74 -2%
ADL
1319
Asset Dedication LLC
California
$262K -$178K -2,003 -41%
CFGSD
1320
Compass Financial Group (South Dakota)
South Dakota
$262K -$12K -136 -4%
KCM
1321
Kendall Capital Management
Maryland
$262K -$4.07K -46 -2%
HCA
1322
Harbour Capital Advisors
Virginia
$261K – – –
GFL
1323
Granite FO LLC
New Hampshire
$258K – – –
BFA
1324
Beacon Financial Advisory
Ohio
$258K -$95K -1,075 -27%
IWA
1325
Icon Wealth Advisors
Texas
$258K +$258K +2,919 New
51 52
53
54 55