We are live on ! Find out more
VNQ icon

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
IIA
1426
IPG Investment Advisors
California
$222K +$13.4K +127 +7%
BWM
1427
Blossom Wealth Management
California
$222K +$27.3K +258 +14%
KOC
1428
Koss-Olinger Consulting
Florida
$221K +$8.15K +77 +4%
NL
1429
NVWM LLC
Pennsylvania
$221K +$29.3K +277 +16%
PG
1430
Proffitt & Goodson
Tennessee
$219K +$152K +1,432 +244%
LWM
1431
Lyell Wealth Management
California
$218K
OL
1432
Optas LLC
Texas
$218K
TSS
1433
Two Sigma Securities
New York
$217K -$241K -2,279 -53%
MWA
1434
Moser Wealth Advisors
Washington
$217K
CIA
1435
Cladis Investment Advisory
Montana
$217K -$148K -1,403 -41%
FNBOMD
1436
First National Bank of Mount Dora
Florida
$216K
WFPG
1437
Waller Financial Planning Group
Ohio
$215K +$210K +1,985 New
AT
1438
Arden Trust
Delaware
$214K
TFO
1439
Tarbox Family Office
California
$213K -$51.6K -488 -20%
SB
1440
Strategic Blueprint
Georgia
$213K -$18.3K -173 -8%
EHC
1441
Everett Harris & Co
California
$213K
CST
1442
Charles Schwab Trust
Nevada
$213K +$208K +1,962 New
PCMC
1443
Paragon Capital Management (Colorado)
Colorado
$212K -$149K -1,407 -42%
SVWAG
1444
Sound View Wealth Advisors Group
Georgia
$212K -$48.6K -459 -19%
EWA
1445
EverSource Wealth Advisors
Alabama
$212K +$1.91K +18 +0.9%
FA
1446
Fountainhead AM
New Jersey
$212K +$2.86K +27 +1%
UF
1447
Univest Financial
Pennsylvania
$210K -$12.3K -116 -6%
FC
1448
Ferris Capital
Massachusetts
$209K
C
1449
Covestor
United Kingdom
$209K +$108K +1,017 +111%
RRCM
1450
Rappaport Reiches Capital Management
Illinois
$208K

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.