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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
BC
1501
Belmont Capital
California
$24K
BCV
1502
Banque Cantonale Vaudoise
Switzerland
$23K
IWP
1503
IAG Wealth Partners
Wisconsin
$23K
CWAF
1504
Core Wealth Advisors (Florida)
Florida
$22K +$23.7K +238 New
UIA
1505
Ulland Investment Advisors
Minnesota
$21K
CMP
1506
Coston McIsaac & Partners
Maine
$20K +$21.4K +215 New
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$19.2K
PWC
1508
PYA Waltman Capital
Tennessee
$19K +$21.2K +213 New
ZB
1509
Zions Bancorporation
Utah
$18K
JWM
1510
Janiczek Wealth Management
Colorado
$17K +$399 +4 +2%
CCM
1511
Cribstone Capital Management
Maine
$17K +$13.4K +134 +253%
NMG
1512
New Millennium Group
Utah
$17K +$18.3K +184 New
NF
1513
Norwood Financial
Pennsylvania
$17K +$18.3K +184 New
IRAG
1514
Investment Research & Advisory Group
Georgia
$17K +$19.1K +192 New
WWMSC
1515
Wagner Wealth Management (South Carolina)
South Carolina
$16K -$16.7K -168 -50%
TFP
1516
Tilia Fiduciary Partners
North Carolina
$16K -$1.2K -12 -6%
HI
1517
Hoey Investments
Pennsylvania
$16K
ICM
1518
Islay Capital Management
Texas
$16K
BW
1519
Bison Wealth
Georgia
$15K -$3.99K -40 -20%
SN
1520
Sittner & Nelson
Oregon
$15K
DWMG
1521
DB Wealth Management Group
California
$14K
CAC
1522
Core Alternative Capital
Georgia
$14K +$15.4K +155 New
WOSD
1523
WFA of San Diego
California
$14K +$15.6K +156 New
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$13K
UCB
1525
United Community Bank
South Carolina
$12.8K

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.