We are live on ! Find out more
VNQ icon

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
WC
1401
Westwind Capital
New Mexico
$137K
CSB
1402
City State Bank
Iowa
$135K -$17.4K -175 -11%
BFO
1403
Biltmore Family Office
North Carolina
$134K
RG
1404
Retirement Group
California
$133K +$199 +2 +0.1%
HDIM
1405
Hanson & Doremus Investment Management
Vermont
$132K -$3.79K -38 -3%
NFSG
1406
Newbridge Financial Services Group
Florida
$131K -$13.2K -132 -8%
CFFP
1407
Center for Financial Planning
Michigan
$128K
CIA
1408
Choate Investment Advisors
Massachusetts
$128K
JPLA
1409
Joseph P. Lucia & Associates
New York
$128K +$6.98K +70 +5%
CC
1410
Corsicana & Co
Texas
$127K
CFD
1411
Creative Financial Designs
Indiana
$126K -$5.48K -55 -4%
BA
1412
Ballast Advisors
Minnesota
$126K +$3.19K +32 +2%
CIAS
1413
Capital Investment Advisory Services
North Carolina
$126K +$36.9K +370 +37%
EWM
1414
Evermay Wealth Management
Virginia
$122K -$372K -3,737 -74%
MIFH
1415
Migdal Insurance & Financial Holdings
Israel
$109K
PFGIA
1416
Patriot Financial Group Insurance Agency
Massachusetts
$108K +$2.39K +24 +2%
GIA
1417
GHP Investment Advisors
Colorado
$107K +$118K +1,179 New
PG
1418
Proffitt & Goodson
Tennessee
$105K -$86.4K -867 -43%
RWA
1419
RGT Wealth Advisors
Texas
$105K -$52.5K -527 -31%
AIA
1420
Armor Investment Advisors
North Carolina
$105K
VRM
1421
Vectors Research Management
New York
$104K
HBT
1422
Hills Bank & Trust
Iowa
$104K +$13K +130 +13%
FMTCOCP
1423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K +$86.2K +865 +346%
PGAM
1424
Princeton Global Asset Management
New Jersey
$101K +$199 +2 +0.2%
FF
1425
FourThought Financial
Florida
$96K

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.