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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1326
Campbell Capital Management
Florida
$289K
WCG
1327
Weaver Consulting Group
California
$288K
MAWCM
1328
Mine & Arao Wealth Creation & Management
California
$288K +$37.8K +357 +16%
TIM
1329
Tortoise Investment Management
New York
$288K +$169K +1,596 +150%
RCM
1330
Raleigh Capital Management
North Carolina
$288K +$281K +2,653 New
SIC
1331
SJS Investment Consulting
Ohio
$287K +$18.3K +173 +7%
NWM
1332
Nauset Wealth Management
Connecticut
$287K +$280K +2,650 New
SWA
1333
Strategies Wealth Advisors
Michigan
$287K
CSPIA
1334
Cary Street Partners Investment Advisory
Virginia
$286K -$14.9K -141 -5%
ARC
1335
Advisor Resource Council
Texas
$285K -$3.38M -31,965 -92%
DI
1336
Diligent Investors
California
$285K +$1.59K +15 +0.6%
MAM
1337
McLean Asset Management
Virginia
$284K +$847 +8 +0.3%
CHJWM
1338
Carlton Hofferkamp & Jenks Wealth Management
Texas
$282K
KCM
1339
Kendall Capital Management
Maryland
$282K
GLLW
1340
Graves Light Lenhart Wealth
Virginia
$281K +$39.2K +370 +17%
SFWA
1341
Summit Financial Wealth Advisors
Louisiana
$280K -$97K -917 -26%
MC
1342
Moors & Cabot
Massachusetts
$278K -$9.84K -93 -4%
LPP
1343
Life Planning Partners
Florida
$277K
BWFA
1344
Baltimore-Washington Financial Advisors
Maryland
$275K -$15.1K -143 -5%
MCA
1345
Magnolia Capital Advisors
Mississippi
$274K -$282K -2,668 -51%
PCMF
1346
Private Capital Management (Florida)
Florida
$274K +$268K +2,529 New
GWM
1347
Gray Wealth Management
Maine
$273K +$10.6K +100 +4%
ETIA
1348
Epic Trust Investment Advisors
Washington
$272K -$66.4K -627 -20%
FDCDDQ
1349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K +$52.9K +500 +25%
PFBT
1350
Parkside Financial Bank & Trust
Missouri
$270K -$23.1K -218 -8%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.