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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
RRA
1401
Round Rock Advisors
Connecticut
$237K +$231K +2,186 New
KOMWMG
1402
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$235K -$1.31M -12,406 -85%
GP
1403
Greenline Partners
New York
$235K
LAS
1404
Lloyd Advisory Services
Georgia
$235K +$26.2K +248 +13%
B
1405
Bridgeworth
Alabama
$232K +$227K +2,143 New
HCM
1406
Howland Capital Management
Massachusetts
$231K
SA
1407
Sunesis Advisors
Kansas
$231K +$226K +2,134 New
SWM
1408
SFG Wealth Management
Maryland
$230K +$106 +1 +0%
DWM
1409
Dorchester Wealth Management
Quebec, Canada
$230K +$180K +1,700 New
WP
1410
WMS Partners
Maryland
$230K +$225K +2,125 New
TW
1411
TrinityPoint Wealth
Connecticut
$229K +$223K +2,110 New
CFAM
1412
Center For Asset Management
Florida
$228K -$80.4K -760 -27%
WFMPM
1413
Woodley Farra Manion Portfolio Management
Indiana
$228K
FWCM
1414
Ferguson Wellman Capital Management
Oregon
$227K -$5.19K -49 -2%
IGGA
1415
Iron Gate Global Advisors
Utah
$227K
HCC
1416
Hirtle Callaghan & Co
Pennsylvania
$227K +$222K +2,093 New
ASC
1417
Atalanta Sosnoff Capital
New York
$226K -$9.31K -88 -4%
TCA
1418
Transcend Capital Advisors
New Jersey
$226K +$221K +2,084 New
CPCM
1419
Cornerstone Partners Capital Management
Virginia
$223K
AIM
1420
Alhambra Investment Management
Florida
$223K +$6.35K +60 +3%
TFGT
1421
TS Financial Group (TSFG)
Illinois
$223K +$12.4K +117 +6%
FFG
1422
Ford Financial Group
California
$223K +$102K +962 +87%
SAM
1423
Strategy Asset Managers
California
$223K +$218K +2,060 New
ECM
1424
Elgethun Capital Management
South Dakota
$222K -$1.16K -11 -0.5%
FTC
1425
Farmers Trust Company
Ohio
$222K

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.