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Vanguard Real Estate ETF
VNQ

1,619 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 661 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 89

24% more capital invested

Capital invested by funds: $18.2B → $22.5B (+$4.32B)

14% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 579

8% more funds holding

Funds holding: 1,506 → 1,619 (+113)

4% more funds holding in top 10

Funds holding in top 10: 119 → 124 (+5)

3.32% more ownership

Funds ownership: 56.3% → 59.62% (+3.3%)

76% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $380M

Holders
1,619
Holders Change
+113
Holders Change %
+7.5%
% of All Funds
26.02%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.99%
New
238
Increased
661
Reduced
579
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

Rank Fund Capital Flow
1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$533M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$125M
3
JP Morgan Chase
JP Morgan Chase
New York
+$102M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.9M
5
PCA
Personal Capital Advisors
California
+$76.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of America
Bank of America
North Carolina
-$81.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$35.1M
5
Millennium Management
Millennium Management
New York
-$31.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1326
BNC Wealth Management
Oregon
$255K -$8.54K -103 -3%
B
1327
Bensler
Washington
$255K +$4.81K +58 +2%
BCM
1328
Brainard Capital Management
Texas
$254K +$255K +3,081 New
DWM
1329
Dakota Wealth Management
Florida
$253K -$682K -8,228 -73%
Walleye Trading
1330
Walleye Trading
New York
$253K +$254K +3,067 New
RLIM
1331
Red Lighthouse Investment Management
New York
$252K +$254K +3,058 New
UL
1332
Unionview LLC
Washington
$252K +$1.66K +20 +0.7%
TAIM
1333
TD Ameritrade Investment Management
Nebraska
$251K -$34.6K -417 -12%
LWM
1334
LJI Wealth Management
Indiana
$250K +$252K +3,035 New
TFS
1335
Thoroughbred Financial Services
Tennessee
$250K +$252K +3,034 New
ATWA
1336
Arbor Trust Wealth Advisors
Michigan
$250K +$251K +3,027 New
HCWM
1337
Harrison & Co Wealth Management
Virginia
$248K +$250K +3,010 New
TPW
1338
Transatlantique Private Wealth
New York
$247K – – –
GI
1339
GAMCO Investors
Connecticut
$247K +$249K +3,000 New
GCM
1340
Greenland Capital Management
New York
$247K +$249K +3,000 New
MA
1341
MCF Advisors
Kentucky
$247K +$102K +1,233 +70%
KCM
1342
Kendall Capital Management
Maryland
$246K +$32.1K +387 +15%
HS
1343
Horan Securities
United States
$246K +$27.7K +334 +13%
BIA
1344
Barry Investment Advisors
Massachusetts
$245K -$33.7K -406 -12%
SBH
1345
Segall Bryant & Hamill
Illinois
$245K -$134K -1,621 -35%
AP
1346
Appleton Partners
Massachusetts
$245K +$34.2K +413 +16%
BIAS
1347
Beacon Investment Advisory Services
New Jersey
$245K – – –
FWIA
1348
Fort Washington Investment Advisors
Ohio
$244K -$24.9K -300 -9%
TFA
1349
Toth Financial Advisory
Virginia
$244K – – –
BCM
1350
Bluefin Capital Management
New York
$243K +$24.9K +300 +11%
52 53
54
55 56

VNQ Hedge Fund Activity: Q4 2022 in Review

1,619 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2022, worth a combined $22.5B — up 24% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new VNQ positions and 89 closed out — a net gain of 149 holders — while 661 added to existing stakes and 579 trimmed.

The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $533M. The largest seller was Bank of Montreal, cutting an estimated $208M.

  • 1,619 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2022, up from 1,506 in Q3 2022.
  • Funds reported $22.5B of Vanguard Real Estate ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 238 funds opened new Vanguard Real Estate ETF positions in Q4 2022 and 89 closed out, a net change of +149 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2022 was Mivtachim The Workers Social Insurance Fund, an estimated $533M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2022 was Bank of Montreal, an estimated $208M sold.

Based on aggregated 13F filings for Q4 2022.