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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1451
BetterWealth
California
$215K +$215K +1,850 New
TIAM2
1452
Tru Independence Asset Management 2
Oregon
$214K +$214K +1,844 New
SEIA
1453
Signature Estate & Investment Advisors
California
$214K +$214K +1,847 New
NSAM
1454
North Star Asset Management
Wisconsin
$213K +$213K +1,833 New
LFA
1455
Lauterbach Financial Advisors
Texas
$213K +$213K +1,837 New
LCP
1456
Legacy Capital Partners
Wisconsin
$212K +$212K +1,826 New
DA
1457
Detalus Advisors
Missouri
$211K +$211K +1,816 New
EAM
1458
Empirical Asset Management
Massachusetts
$211K +$211K +1,817 New
CCM
1459
Chilton Capital Management
Texas
$210K +$210K +1,807 New
PPW
1460
Pinnacle Private Wealth
Massachusetts
$210K +$210K +1,810 New
BPWM
1461
Badgley Phelps Wealth Managers
Washington
$210K +$210K +1,813 New
MGIA
1462
Matthew Goff Investment Advisor
Texas
$210K +$210K +1,814 New
BWM
1463
Blossom Wealth Management
California
$208K +$208K +1,789 New
BCM
1464
BTR Capital Management
California
$207K +$207K +1,786 New
SFG
1465
Summit Financial Group
West Virginia
$207K +$207K +1,789 New
FWM
1466
Fortress Wealth Management
California
$206K +$206K +1,775 New
VWM
1467
Valley Wealth Managers
New Jersey
$206K +$206K +1,777 New
B
1468
Brightworth
Georgia
$206K +$206K +1,779 New
PPW
1469
Parcion Private Wealth
Washington
$205K -$15.1K -138 -7%
GCM
1470
Garland Capital Management
Washington
$205K – – –
SDWMA
1471
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$205K +1,770 New
NL
1472
NVWM LLC
Pennsylvania
$204K – – –
Macquarie Group
1473
Macquarie Group
Australia
$203K +$26.7K +230 +15%
IF
1474
Insight Folios
North Carolina
$203K +$203K +1,748 New
PIA
1475
Powell Investment Advisors
Florida
$202K – – –
57 58
59
60 61