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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
CWP
1551
Concord Wealth Partners
Virginia
$4K
GI
1552
GS Investments
Minnesota
$4K
MSFP
1553
Mark Sheptoff Financial Planning
Connecticut
$4K
MIM
1554
MTM Investment Management
South Carolina
$4K
TAM
1555
Tucker Asset Management
Colorado
$3.19K -$15K -150 -81%
AIM
1556
Arcadia Investment Management
Michigan
$3K
LFA
1557
Level Financial Advisors
New York
$2K +$199 +2 +10%
SFC
1558
SYM Financial Corp
Indiana
$2K +$1.79K +18 New
GG
1559
Gleason Group
Kentucky
$2K +$2.69K +27 New
AR
1560
Apeiron RIA
Texas
$1.42K +$150K +1,501 +9%
BPC
1561
Banque Pictet & Cie
Switzerland
$1.18K
HT
1562
HighTower Trust
Texas
$1.14K +$324K +3,250 New
EWM
1563
Endurance Wealth Management
Rhode Island
$1K
EA
1564
Evolution Advisers
Virginia
$1K
IFAM
1565
Institutional & Family Asset Management
Colorado
$1K
JIR
1566
James Investment Research
Ohio
$1K
GFPC
1567
Global Financial Private Client
Florida
$649
BIM
1568
Baldwin Investment Management
Pennsylvania
$572 +$26.9K +270 +4%
ONST
1569
Old North State Trust
North Carolina
$245
MI
1570
Merk Investments
California
$203 +$222K +2,229 New
SWA
1571
Sutton Wealth Advisors
Florida
$91
SLI
1572
Sumitomo Life Insurance
Japan
-$45.1M -416,000 Closed
NL
1573
NEPC LLC
Massachusetts
-$34M -313,959 Closed
JG
1574
Jefferies Group
New York
-$20.2M -186,707 Closed
FSA
1575
Financial Sense Advisors
California
-$16.8M -155,270 Closed

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.