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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1376
ICA Group Wealth Management
Colorado
$252K +$272K +2,571 New
NQWM
1377
Northwest Quadrant Wealth Management
Oregon
$251K -$74.4K -703 -24%
OC
1378
Oakworth Capital
Alabama
$251K
VBWMG
1379
Von Berge Wealth Management Group
California
$250K
HFS
1380
HBC Financial Services
Washington
$250K +$635 +6 +0.3%
WCM
1381
WealthBridge Capital Management
Ohio
$249K -$34.2K -323 -12%
Zurich Cantonal Bank
1382
Zurich Cantonal Bank
Switzerland
$249K +$19.2K +181 +9%
CWM
1383
CCG Wealth Management
California
$249K +$243K +2,296 New
CB
1384
Cadence Bank
Mississippi
$248K
JTWM
1385
Jackson Thornton Wealth Management
Alabama
$248K
MMM
1386
Mendel Money Management
Illinois
$248K +$242K +2,288 New
BWM
1387
BT Wealth Management
Georgia
$247K
CCFCSB
1388
Cape Cod Five Cents Savings Bank
Massachusetts
$247K +$8.26K +78 +4%
WCF
1389
West Coast Financial
California
$246K -$23.1K -218 -9%
CBN
1390
Cadence Bank NA
Texas
$246K
LDB
1391
Lee, Danner & Bass
Tennessee
$246K
MHB
1392
Midwest Heritage Bank
Iowa
$245K -$97.7K -923 -29%
BSA
1393
Bull Street Advisors
Georgia
$245K
SFG
1394
StrategIQ Financial Group
Indiana
$244K
LFA
1395
Legacy Financial Advisors
Kentucky
$242K
RMC
1396
Resources Management Corp
Connecticut
$241K -$82K -775 -26%
OAM
1397
Oak Asset Management
California
$241K +$529 +5 +0.2%
MIH
1398
Meitav Investment House
Israel
$240K -$38.1K -360 -14%
YIH
1399
Y-Intercept (HK)
Hong Kong
$239K -$145K -1,368 -38%
CSIA
1400
Charles Schwab Investment Advisory
California
$238K +$17.6K +166 +8%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.