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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
BPWM
1726
Badgley Phelps Wealth Managers
Washington
-$210K -1,813 Closed
PPW
1727
Pinnacle Private Wealth
Massachusetts
-$210K -1,810 Closed
CCM
1728
Chilton Capital Management
Texas
-$210K -1,807 Closed
SFG
1729
Summit Financial Group
West Virginia
-$207K -1,789 Closed
BCM
1730
BTR Capital Management
California
-$207K -1,786 Closed
B
1731
Brightworth
Georgia
-$206K -1,779 Closed
VWM
1732
Valley Wealth Managers
New Jersey
-$206K -1,777 Closed
FWM
1733
Fortress Wealth Management
California
-$206K -1,775 Closed
SDWMA
1734
Schneider Downs Wealth Management Advisors
Pennsylvania
-$205K -1,770 Closed
IF
1735
Insight Folios
North Carolina
-$203K -1,748 Closed
VAM
1736
Verity Asset Management
North Carolina
-$201K -1,734 Closed
CWS
1737
Confluence Wealth Services
Pennsylvania
-$157K -1,354 Closed
EWM
1738
EPG Wealth Management
Georgia
-$124K -1,073 Closed
UFF
1739
USA Financial Formulas
Michigan
-$113K -970 Closed
BEI
1740
Benjamin Edwards Inc
Missouri
-$106K -916 Closed
CFCI
1741
Comprehensive Financial Consultants Institutional
Indiana
-$94K -905 Closed
IAG
1742
Investmark Advisory Group
Connecticut
-$104K -898 Closed
AIA
1743
Angeles Investment Advisors
California
-$100K -864 Closed
BC
1744
Barnett & Company
Tennessee
-$96K -827 Closed
PAI
1745
Pittenger & Anderson Inc
Nebraska
-$67K -574 Closed
MBFW
1746
Morton Brown Family Wealth
Pennsylvania
-$65K -561 Closed
AP
1747
Advisors Preferred
Maryland
-$47K -407 Closed
ACM
1748
Absolute Capital Management
Pennsylvania
-$42.7K -368 Closed
EBA
1749
Eagle Bay Advisors
New York
-$38K -329 Closed
KCM
1750
KRS Capital Management
Michigan
-$33K -288 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.