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Vanguard Real Estate ETF
VNQ

1,348 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 585 increasing their positions, 489 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 90

20% more repeat investments, than reductions

Existing positions increased: 585 | Existing positions reduced: 489

15% more capital invested

Capital invested by funds: $18.1B → $20.8B (+$2.65B)

10% more funds holding in top 10

Funds holding in top 10: 97 → 107 (+10)

2% more funds holding

Funds holding: 1,322 → 1,348 (+26)

0.42% less ownership

Funds ownership: 58.7% → 58.28% (-0.42%)

71% less call options, than puts

Call options by funds: $134M | Put options by funds: $464M

Holders
1,348
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.67%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
585
Reduced
489
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$150M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$130M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$100M
5
Charles Schwab
Charles Schwab
California
+$96.6M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
UBS Group
UBS Group
Switzerland
-$70.6M
3
SS
Simplicity Solutions
Minnesota
-$43.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$38.3M
5
Wells Fargo
Wells Fargo
California
-$34.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
1426
Capstone Triton Financial Group
Oklahoma
– -$13K -158 Closed
BSSFA
1427
Baron Silver Stevens Financial Advisors
Florida
– -$12K -153 Closed
FCAS
1428
First Command Advisory Services
Texas
– -$10.9K -124 Closed
OIM
1429
Oder Investment Management
California
– -$9K -104 Closed
AP
1430
Arlington Partners
Alabama
– -$8K -95 Closed
PFA
1431
Professional Financial Advisors
Nebraska
– -$5K -61 Closed
GTAM
1432
Global Trust Asset Management
Florida
– -$4K -50 Closed
GI
1433
GS Investments
Minnesota
– -$4K -42 Closed
ICP
1434
Interchange Capital Partners
Pennsylvania
– -$2K -30 Closed
MM
1435
Main Management
California
– -$2K -26 Closed
KCM
1436
Kathmere Capital Management
Pennsylvania
– -$1K -8 Closed
JIR
1437
James Investment Research
Ohio
– -$439 -5 -63%
TCWM
1438
Total Clarity Wealth Management
Illinois
– +$88 +1 New
SFPG
1439
Stonebridge Financial Planning Group
Florida
– +$264 +3 New
54 55 56 57
58

VNQ Hedge Fund Activity: Q1 2021 in Review

1,348 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2021, worth a combined $20.8B — up 15% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VNQ positions and 90 closed out — a net gain of 38 holders — while 585 added to existing stakes and 489 trimmed.

The largest buyer was Creative Planning, adding an estimated $150M. The largest seller was CI Investments Inc, exiting entirely with an estimated $122M sold.

  • 1,348 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2021, up from 1,322 in Q4 2020.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 128 funds opened new Vanguard Real Estate ETF positions in Q1 2021 and 90 closed out, a net change of +38 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2021 was Creative Planning, an estimated $150M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2021 was CI Investments Inc, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2021.