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
BSW
126
Buckingham Strategic Wealth
Missouri
$19M +$1.76M +17,667 +9%
UB
127
UMB Bank
Missouri
$18.4M -$2.94M -29,525 -13%
CIA
128
Capital Investment Advisors
Georgia
$18M +$740K +7,425 +4%
FU
129
Fairfield University
Connecticut
$17.9M +$122K +1,224 +0.6%
JFG
130
JMG Financial Group
Illinois
$17.9M -$3.33M -33,424 -15%
WANY
131
Wealthspire Advisors (New York)
New York
$17.8M +$1.13M +11,345 +6%
CTI
132
Community Trust & Investment
Kentucky
$17.7M -$194K -1,946 -1%
ECM
133
Evergreen Capital Management
Washington
$17.5M -$1.99M -19,985 -9%
AF
134
Ally Financial
Michigan
$17.5M
RW
135
REDW Wealth
New Mexico
$17.4M -$242K -2,432 -1%
BWL
136
Bogart Wealth LLC
Virginia
$17.4M +$19M +190,247 +40,307%
CAN
137
Cetera Advisor Networks
California
$17.3M +$5.61M +56,309 +42%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$17.3M +$2.31M +23,175 +14%
PIMG
139
Patriot Investment Management Group
Tennessee
$17.2M -$96.4K -967 -0.5%
CAG
140
Crestwood Advisors Group
Massachusetts
$17.1M +$456K +4,576 +3%
GB
141
Gunma Bank
Japan
$16.9M +$9.27M +93,000 +101%
MWP
142
Moller Wealth Partners
$16.3M +$196K +1,967 +1%
AllianceBernstein
143
AllianceBernstein
Tennessee
$16.1M -$8.62M -86,517 -33%
PNC
144
Park National Corp
Ohio
$16M +$34.5K +346 +0.2%
TTWM
145
TCV Trust & Wealth Management
Virginia
$15.9M +$359K +3,600 +2%
V
146
Veritable
Delaware
$15.9M +$19.5K +196 +0.1%
NA
147
NewEdge Advisors
Louisiana
$15.8M +$313K +3,141 +2%
WF
148
Whelan Financial
California
$15.7M -$583K -5,844 -3%
TA
149
Tiedemann Advisors
New York
$15.6M -$285K -2,863 -2%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$15.3M +$1.07M +10,738 +7%

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.