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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,570 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 655 increasing their positions, 632 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-67
Holders Change %
-4.09%
% of All Funds
26.55%
Holding in Top 10
140
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.83%
% of All Funds
2.37%
New
96
Increased
655
Reduced
632
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$514M
2
Bank of America
Bank of America
North Carolina
+$109M
3
KC
Kepos Capital
New York
+$104M
4
Creative Planning
Creative Planning
Kansas
+$65.8M
5
IG
ING Group
Netherlands
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$225M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$191M
4
Truist Financial
Truist Financial
North Carolina
-$168M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1351
WealthBridge Capital Management
Ohio
$210K – – –
SB
1352
Strategic Blueprint
Georgia
$210K +$31K +340 +17%
CWA
1353
Cornerstone Wealth Advisors
Minnesota
$210K +$210K +2,309 New
PWP
1354
Principle Wealth Partners
Connecticut
$209K -$70.9K -779 -25%
OC
1355
Oakworth Capital
Alabama
$209K -$1.82K -20 -0.9%
VBWMG
1356
Von Berge Wealth Management Group
California
$209K -$638 -7 -0.3%
CB
1357
Cadence Bank
Mississippi
$209K – – –
CSIA
1358
Charles Schwab Investment Advisory
California
$208K +$8.11K +89 +4%
CBN
1359
Cadence Bank NA
Texas
$207K – – –
Zurich Cantonal Bank
1360
Zurich Cantonal Bank
Switzerland
$207K – – –
CCM
1361
Chilton Capital Management
Texas
$207K +$207K +2,276 New
MC
1362
Moors & Cabot
Massachusetts
$206K -$28.1K -308 -12%
BSA
1363
Bull Street Advisors
Georgia
$206K – – –
FA
1364
Fountainhead AM
New Jersey
$206K +$27.7K +304 +16%
SFG
1365
StrategIQ Financial Group
Indiana
$205K – – –
LFA
1366
Legacy Financial Advisors
Kentucky
$204K – – –
ECM
1367
Elgethun Capital Management
South Dakota
$203K +$16.7K +184 +9%
RMC
1368
Resources Management Corp
Connecticut
$202K – – –
P
1369
&Partners
Tennessee
$201K -$23.1K -254 -10%
BA
1370
Bristlecone Advisors
Washington
$201K +$201K +2,204 New
EWM
1371
Executive Wealth Management
Michigan
$200K +$200K +2,205 New
AF
1372
Arrow Financial
New York
$198K -$26.5K -291 -12%
AFG
1373
Albion Financial Group
Utah
$188K +$152K +1,671 +423%
GCM
1374
Garland Capital Management
Washington
$186K -$27.1K -298 -13%
MWA
1375
Moser Wealth Advisors
Washington
$182K – – –
53 54
55
56 57