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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 %
AL
1326
ADE LLC
Maryland
$258K +$265 +3 +0.1%
AWM
1327
Angeles Wealth Management
California
$257K -$4.33K -49 -2%
BIA
1328
Benchmark Investment Advisors
Illinois
$257K -$262K -2,964 -50%
CPP
1329
Capasso Planning Partners
South Carolina
$256K -$7.33K -83 -3%
IWA
1330
IVC Wealth Advisors
Pennsylvania
$255K +$255K +2,891 New
OPA
1331
Old Port Advisors
Maine
$254K +$4.51K +51 +2%
FWIA
1332
Fort Washington Investment Advisors
Ohio
$254K – – –
CT
1333
Columbia Trust
Oregon
$254K -$1.33K -15 -0.5%
ACM
1334
Ardent Capital Management
Ohio
$254K – – –
COCM
1335
Charter Oak Capital Management
New Hampshire
$254K -$155K -1,755 -38%
CIAS
1336
CBIZ Investment Advisory Services
Ohio
$253K +$253K +2,869 New
MWM
1337
MorganRosel Wealth Management
Colorado
$253K +$13.2K +149 +5%
BWM
1338
Blossom Wealth Management
California
$252K +$14.8K +168 +6%
SAM
1339
Synergy Asset Management
Washington
$251K +$251K +2,840 New
DJSG
1340
D.J. St. Germain
Massachusetts
$248K -$64.2K -727 -21%
FIM
1341
Fernwood Investment Management
Massachusetts
$246K -$58.7K -685 -19%
TPI
1342
Trust Point Inc
Wisconsin
$246K +$246K +2,779 New
KIA
1343
Knollwood Investment Advisory
Maryland
$244K +$4.33K +49 +2%
DWM
1344
Drive Wealth Management
Utah
$244K -$8.4K -95 -3%
BFG
1345
Beacon Financial Group
Texas
$243K +$243K +2,754 New
EGA
1346
E&G Advisors
Texas
$243K -$108K -1,218 -31%
PP
1347
Patten & Patten
Tennessee
$242K – – –
CFS
1348
Cannon Financial Strategists
Georgia
$242K -$92.9K -1,052 -28%
SP
1349
Stablepoint Partners
Massachusetts
$241K +$241K +2,722 New
BIA
1350
Barry Investment Advisors
Massachusetts
$240K +$3K +34 +1%
52 53
54
55 56