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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
TA
151
Tiedemann Advisors
New York
$18.9M -$2.65M -25,032 -13%
V
152
Veritable
Delaware
$18.9M +$33.2K +314 +0.2%
TC
153
Trilogy Capital
California
$18.6M -$1.6M -15,151 -8%
TTWM
154
TCV Trust & Wealth Management
Virginia
$18.6M +$164K +1,554 +0.9%
BPA
155
Beacon Pointe Advisors
California
$18.5M -$515K -4,869 -3%
NA
156
NewEdge Advisors
Louisiana
$18.5M -$1.94M -18,319 -10%
GG
157
Greenwood Gearhart
Arkansas
$18.4M -$355K -3,353 -2%
COI
158
Connable Office Inc
Michigan
$18.4M -$453K -4,279 -2%
EVM
159
Eaton Vance Management
Massachusetts
$18.3M +$1.35M +12,801 +8%
Millennium Management
160
Millennium Management
New York
$18.2M +$2.79M +26,332 +19%
ME
161
McIlrath & Eck
Washington
$18.2M +$582K +5,500 +3%
OH
162
Oikos Holdings
New York
$18.1M +$17.7M +166,800 New
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$18M +$1.18M +11,128 +7%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$17.7M -$4.13M -39,029 -19%
LNC
165
Lincoln National Corp
Pennsylvania
$17.6M +$291K +2,745 +2%
SC
166
Schoolcraft Capital
Colorado
$17.5M -$1.31M -12,369 -7%
PCWA
167
Pacific Capital Wealth Advisors
California
$17M +$1.58M +14,917 +11%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$16.9M -$2.94M -27,754 -15%
PCFFS
169
Pacific Center for Financial Services
California
$16.8M +$1.59K +15 +0%
FSA
170
Financial Sense Advisors
California
$16.8M +$16.4M +155,270 New
Sumitomo Mitsui Trust Group
171
Sumitomo Mitsui Trust Group
Japan
$16.7M -$4.35M -41,117 -21%
AA
172
Ancora Advisors
Ohio
$16.5M -$2.44M -23,017 -13%
VOYA Investment Management
173
VOYA Investment Management
Georgia
$15.8M -$923K -8,723 -6%
Cerity Partners
174
Cerity Partners
New York
$15.5M +$14.1M +132,820 +125%
AIP
175
Ameritas Investment Partners
Nebraska
$15.3M -$898K -8,488 -6%

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.