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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
COF
1701
Capital One Financial
Virginia
-$283K -2,440 Closed
WF
1702
Welch & Forbes
Massachusetts
-$281K -2,419 Closed
CCM
1703
Condor Capital Management
New Jersey
-$275K -2,372 Closed
CBA
1704
Coastal Bridge Advisors
Connecticut
-$265K -2,343 Closed
NW
1705
Naviter Wealth
Arkansas
-$266K -2,295 Closed
BSSFA
1706
Baron Silver Stevens Financial Advisors
Florida
-$261K -2,254 Closed
CGFA
1707
Colton Groome Financial Advisors
North Carolina
-$261K -2,253 Closed
OBWG
1708
Onyx Bridge Wealth Group
New York
-$255K -2,215 Closed
ACI
1709
Alpha Cubed Investments
California
-$245K -2,110 Closed
GT
1710
Greenleaf Trust
Michigan
-$238K -2,053 Closed
CWM
1711
Capital Wealth Management
Rhode Island
-$235K -2,028 Closed
PWM
1712
Paulson Wealth Management
Illinois
-$233K -2,010 Closed
TCM
1713
Triumph Capital Management
Colorado
-$230K -1,980 Closed
TFA
1714
Teamwork Financial Advisors
Texas
-$227K -1,953 Closed
SAM
1715
Synergy Asset Management
Washington
-$224K -1,929 Closed
BBNA
1716
Bremer Bank National Association
Minnesota
-$222K -1,916 Closed
PPW
1717
Parcion Private Wealth
Washington
-$205K -1,877 Closed
WA
1718
WP Advisors
California
-$216K -1,864 Closed
BAS
1719
Brown Advisory Securities
Maryland
-$215K -1,848 Closed
TIAM2
1720
Tru Independence Asset Management 2
Oregon
-$214K -1,844 Closed
NSAM
1721
North Star Asset Management
Wisconsin
-$213K -1,833 Closed
LCP
1722
Legacy Capital Partners
Wisconsin
-$212K -1,826 Closed
EAM
1723
Empirical Asset Management
Massachusetts
-$211K -1,817 Closed
DA
1724
Detalus Advisors
Missouri
-$211K -1,816 Closed
MGIA
1725
Matthew Goff Investment Advisor
Texas
-$210K -1,814 Closed

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.