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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1351
Jones Financial Companies
Missouri
$231K +$28.5K +329 +14%
PFG
1352
PAX Financial Group
Texas
$230K +$3.03K +35 +1%
AWP
1353
Abacus Wealth Partners
California
$230K +$5.19K +60 +2%
ONST
1354
Old North State Trust
North Carolina
$229K +$229K +2,645 New
SFC
1355
Sprinkle Financial Consultants
Colorado
$229K +$2.08K +24 +0.9%
FSWA
1356
Financial Synergies Wealth Advisors
Texas
$228K -$256K -2,958 -53%
SHFA
1357
SC&H Financial Advisors
Maryland
$227K -$4.24K -49 -2%
AEPWM
1358
Atlantic Edge Private Wealth Management
Florida
$227K +$432 +5 +0.2%
HTIM
1359
Harbour Trust & Investment Management
Indiana
$227K +$3.72K +43 +2%
WP
1360
Wealthspan Partners
Iowa
$225K -$71.5K -827 -24%
DJSG
1361
D.J. St. Germain
Massachusetts
$225K -$17.7K -205 -7%
SIMG
1362
Sonora Investment Management Group
Arizona
$224K +$224K +2,592 New
WP
1363
Westmount Partners
California
$224K +$2.6K +30 +1%
SHWM
1364
Smith & Howard Wealth Management
Georgia
$224K – – –
CAAM
1365
Cornerstone Advisors Asset Management
Pennsylvania
$224K +$1.82K +21 +0.8%
KMWM
1366
Keudell/Morrison Wealth Management
Oregon
$223K +$223K +2,581 New
LWM
1367
LJI Wealth Management
Indiana
$223K +$5.54K +64 +3%
RWM
1368
RBA Wealth Management
California
$223K +$16.8K +194 +8%
SC
1369
Scotia Capital
Ontario, Canada
$223K +$223K +2,575 New
KAM
1370
Kraft Asset Management
Tennessee
$223K -$9.08K -105 -4%
RBC
1371
Romano Brothers & Co
Illinois
$222K +$12.5K +145 +6%
SWP
1372
Strategic Wealth Partners
Ohio
$220K +$8.99K +104 +4%
GPA
1373
Guidance Point Advisors
Massachusetts
$218K -$102K -1,175 -32%
LNWWM
1374
Laird Norton Wetherby Wealth Management
California
$216K -$84.9K -982 -28%
BF
1375
Blankinship & Foster
California
$216K -$13.4K -155 -6%
53 54
55
56 57