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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1351
YHB Investment Advisors
Connecticut
$214K -$6.38K -64 -3%
RWM
1352
RBA Wealth Management
California
$214K -$1.59K -16 -0.7%
NQWM
1353
Northwest Quadrant Wealth Management
Oregon
$212K +$997 +10 +0.4%
LWM
1354
Lyell Wealth Management
California
$211K +$29.9K +300 +15%
BRC
1355
Bell Rock Capital
Delaware
$210K -$62.5K -627 -21%
JC
1356
Jentner Corp
Ohio
$210K -$8.37K -84 -4%
WCM
1357
WealthBridge Capital Management
Ohio
$210K
SB
1358
Strategic Blueprint
Georgia
$210K +$33.9K +340 +17%
CWA
1359
Cornerstone Wealth Advisors
Minnesota
$210K +$230K +2,309 New
PWP
1360
Principle Wealth Partners
Connecticut
$209K -$77.6K -779 -25%
OC
1361
Oakworth Capital
Alabama
$209K -$1.99K -20 -0.9%
VBWMG
1362
Von Berge Wealth Management Group
California
$209K -$698 -7 -0.3%
CB
1363
Cadence Bank
Mississippi
$209K
CSIA
1364
Charles Schwab Investment Advisory
California
$208K +$8.87K +89 +4%
CBN
1365
Cadence Bank NA
Texas
$207K
Zurich Cantonal Bank
1366
Zurich Cantonal Bank
Switzerland
$207K
CCM
1367
Chilton Capital Management
Texas
$207K +$227K +2,276 New
MC
1368
Moors & Cabot
Massachusetts
$206K -$30.7K -308 -12%
BSA
1369
Bull Street Advisors
Georgia
$206K
FA
1370
Fountainhead AM
New Jersey
$206K +$30.3K +304 +16%
SFG
1371
StrategIQ Financial Group
Indiana
$205K
LFA
1372
Legacy Financial Advisors
Kentucky
$204K
ECM
1373
Elgethun Capital Management
South Dakota
$203K +$18.3K +184 +9%
RMC
1374
Resources Management Corp
Connecticut
$202K
P
1375
&Partners
Tennessee
$201K -$25.3K -254 -10%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.