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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
FCA
1476
FinTrust Capital Advisors
South Carolina
$43K
BG
1477
Bollard Group
Massachusetts
$42K -$5.18K -52 -10%
SPWG
1478
Sage Private Wealth Group
Illinois
$42K
SCA
1479
Stonebridge Capital Advisors
Minnesota
$41K -$3.39K -34 -7%
APC
1480
Aspire Private Capital
North Carolina
$41K +$698 +7 +2%
GIA
1481
Goodwin Investment Advisory
Georgia
$40.8K +$44.7K +448 New
PCM
1482
Penserra Capital Management
California
$40K +$8.97K +90 +25%
KFS
1483
Kelly Financial Services
Massachusetts
$37.5K -$5.28K -53 -11%
CFN
1484
Cordasco Financial Network
Florida
$37K
OHWP
1485
Oak Harbor Wealth Partners
North Carolina
$36K
IRC
1486
Investors Research Corp
Georgia
$36K +$5.48K +55 +16%
SWA
1487
SOA Wealth Advisors
New York
$34K
CPFP
1488
Clear Perspectives Financial Planning
Ohio
$34K +$6.58K +66 +21%
DC
1489
Darrow Company
Massachusetts
$34K +$38.2K +383 New
GWSG
1490
GPS Wealth Strategies Group
Colorado
$33K -$8.47K -85 -19%
BONH
1491
Bank of New Hampshire
New Hampshire
$32K
BA
1492
Bivin & Associates
Oklahoma
$32K
HFS
1493
Heritage Financial Services
Massachusetts
$32K +$35.5K +356 New
WBC
1494
West Branch Capital
Massachusetts
$30K
EBA
1495
Eagle Bay Advisors
New York
$30K +$32.8K +329 New
BHWM
1496
Bay Harbor Wealth Management
Maryland
$29K -$16.1K -162 -33%
CWM
1497
Cedar Wealth Management
California
$28K -$24.4K -245 -44%
POIA
1498
Pin Oak Investment Advisors
Texas
$28K
PMFA
1499
Plante Moran Financial Advisors
Michigan
$26K +$13.3K +133 +86%
PP
1500
PrairieView Partners
Minnesota
$24K -$199 -2 -0.8%

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.