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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
ACK
1526
Andrew C. Karlinski
$12K
TF
1527
TimeScale Financial
Massachusetts
$12K
KC
1528
Kenfarb & Co
Kentucky
$11K
SA
1529
SRH Advisors
Kansas
$11K
FRA
1530
Front Row Advisors
California
$10K
PAIM
1531
Punch & Associates Investment Management
Minnesota
$9K -$23.4K -235 -71%
PFA
1532
Professional Financial Advisors
Nebraska
$9K -$4.49K -45 -31%
MMG
1533
Monetary Management Group
Missouri
$9K -$1.59K -16 -14%
PCA
1534
Providence Capital Advisors
North Carolina
$9K -$399 -4 -4%
AWM
1535
Aspire Wealth Management
Massachusetts
$9K
EL
1536
EMFO LLC
Florida
$9K
KSWA
1537
Kathleen S. Wright Associates
Pennsylvania
$9K
GWMIA
1538
Global Wealth Management Investment Advisory
Florida
$8K -$5.58K -56 -40%
BRWM
1539
B. Riley Wealth Management
Tennessee
$7.2K +$3.07M +30,777 +64%
DMKJ
1540
David M. Knott Jr
$7K
LB
1541
Legacy Bridge
Iowa
$7K
HWM
1542
HighMark Wealth Management
Minnesota
$7K +$498 +5 +7%
RDFA
1543
Ritter Daniher Financial Advisory
Ohio
$7K +$7.18K +72 New
PWM
1544
Provident Wealth Management
Tennessee
$7K +$8.17K +82 New
AWM
1545
Atticus Wealth Management
Florida
$6K
M1FG
1546
Mach-1 Financial Group
Arkansas
$6K
ARMC
1547
American Research & Management Company
Massachusetts
$6K +$6.78K +68 New
FM
1548
Family Management
New York
$5K +$4.98K +50 New
LDFR
1549
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5.88K +59 New
LS
1550
Leelyn Smith
Illinois
$4K -$12.7K -127 -73%

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.