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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
FMC
201
First Merchants Corp
Indiana
$13.1M -$48.4K -457 -0.4%
CAAS
202
Capital Asset Advisory Services
Michigan
$12.9M -$1.61M -15,200 -11%
ACM
203
Alpha Capital Management
Texas
$12.9M +$1.18M +11,160 +10%
PIFP
204
Partners in Financial Planning
Virginia
$12.7M +$169K +1,600 +1%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$12.7M -$562K -5,310 -4%
Man Group
206
Man Group
United Kingdom
$12.5M -$12.8M -121,177 -51%
VI
207
Vestcor Inc
New Brunswick, Canada
$12.5M -$217K -2,050 -2%
NL
208
Navalign LLC
California
$12.3M -$53.2K -503 -0.4%
MHS
209
M Holdings Securities
Oregon
$12.2M +$11.9M +112,297 New
DADC
210
D.A. Davidson & Co
Montana
$12.1M +$2.34M +22,120 +25%
BFS
211
Bard Financial Services
Connecticut
$12.1M -$1.12M -10,577 -9%
PWA
212
Peterson Wealth Advisors
Utah
$12.1M +$438K +4,142 +4%
LIA
213
LBMC Investment Advisors
Tennessee
$12M +$766K +7,238 +7%
FA
214
Forefront Analytics
Pennsylvania
$11.8M +$80K +756 +0.7%
MWM
215
Modera Wealth Management
New Jersey
$11.8M +$335K +3,161 +3%
LFS
216
Lutz Financial Services
Nebraska
$11.6M -$2.94M -27,812 -21%
PCIG
217
Partners Capital Investment Group
Massachusetts
$11.5M +$5.47M +51,643 +94%
PL
218
Plancorp LLC
Missouri
$11.5M +$1.27K +12 +0%
RCF
219
Rainwater Charitable Foundation
Texas
$11.4M
FHC
220
Fort Henry Capital
West Virginia
$11.4M +$184K +1,738 +2%
FIM
221
Freedom Investment Management
Connecticut
$11.3M -$6.67M -63,041 -38%
BMM
222
Buffington Mohr McNeal
Idaho
$11.3M +$767K +7,251 +7%
AI
223
Atria Investments
North Carolina
$11.2M -$310K -2,930 -3%
AFC
224
Adaptive Financial Consulting
Ohio
$11.2M +$198K +1,867 +2%
BFA
225
Bluestem Financial Advisors
Illinois
$11M -$50.9K -481 -0.5%

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.