We are live on ! Find out more
VNQ icon

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
KBFS
176
Kohmann Bosshard Financial Services
Ohio
$12.3M +$928K +9,308 +7%
TOTSC
177
Trustees of the Smith College
Massachusetts
$12.3M
I
178
INVST
Indiana
$12.2M -$11M -109,870 -47%
RMC
179
Regis Management Company
California
$12.2M -$35.4K -355 -0.3%
RBC
180
Roble Belko & Company
Pennsylvania
$12.2M -$158K -1,586 -1%
EBT
181
Enterprise Bank & Trust
Massachusetts
$12.1M +$1.21M +12,151 +10%
Citigroup
182
Citigroup
New York
$12M +$7.76M +77,847 +144%
VanEck Associates
183
VanEck Associates
New York
$12M +$3.92M +39,336 +43%
FWP
184
Falcon Wealth Planning
California
$11.9M +$314K +3,151 +2%
MFS
185
Mirabella Financial Services
United Kingdom
$11.8M +$10.7M +106,894 +468%
FT
186
Fiduciary Trust
Massachusetts
$11.8M -$561K -5,626 -4%
ABC
187
Associated Banc-Corp
Wisconsin
$11.7M -$123K -1,230 -0.9%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$11.6M -$5.45M -54,711 -30%
HWA
189
HHM Wealth Advisors
Tennessee
$11.6M +$701K +7,034 +6%
Cohen & Steers
190
Cohen & Steers
New York
$11.4M +$4.25M +42,606 +51%
B
191
Bailard
California
$11.4M -$63.4M -635,926 -84%
PIFP
192
Partners in Financial Planning
Virginia
$11.3M +$233K +2,338 +2%
HSBC Holdings
193
HSBC Holdings
United Kingdom
$11.3M +$657K +6,590 +6%
KAS
194
Kestra Advisory Services
Texas
$11.2M -$826K -8,291 -6%
HWM
195
Horizons Wealth Management
North Carolina
$11.2M +$11.1M +110,990 New
NL
196
NWAM LLC
Washington
$11.1M -$154K -1,549 -1%
CW
197
CreativeOne Wealth
Kansas
$11M -$80.8K -811 -0.7%
NL
198
Navalign LLC
California
$11M +$593K +5,950 +5%
BP
199
Ballentine Partners
Massachusetts
$10.9M +$2.89M +29,009 +32%
GW
200
GW & Wade
Massachusetts
$10.9M -$544K -5,456 -4%

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.