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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
OFCM
201
One Fin Capital Management
California
$10.9M +$12M +120,000 New
CPA
202
Cardiff Park Advisors
California
$10.9M -$456K -4,578 -4%
CAAS
203
Capital Asset Advisory Services
Michigan
$10.8M -$77.8K -781 -0.7%
PWA
204
Peterson Wealth Advisors
Utah
$10.8M +$673K +6,751 +6%
ACM
205
Alpha Capital Management
Texas
$10.7M -$202K -2,029 -2%
FMC
206
First Merchants Corp
Indiana
$10.6M -$384K -3,853 -3%
CPIG
207
Chicago Partners Investment Group
Illinois
$10.5M -$278K -2,792 -3%
SPIA
208
Steward Partners Investment Advisory
New York
$10.4M -$1.45M -14,512 -11%
Sumitomo Mitsui Trust Group
209
Sumitomo Mitsui Trust Group
Japan
$10.4M -$4.07M -40,800 -26%
HF
210
HRT Financial
New York
$10.3M +$11.3M +113,225 New
MHS
211
M Holdings Securities
Oregon
$10.2M -$58.3K -585 -0.5%
AFC
212
Adaptive Financial Consulting
Ohio
$10M +$656K +6,581 +6%
AWP
213
Ascent Wealth Partners
New York
$10M +$3.84M +38,537 +54%
FHC
214
Fort Henry Capital
West Virginia
$9.87M +$315K +3,165 +3%
SEM
215
Strategic Equity Management
Arizona
$9.8M -$9M -90,277 -46%
DADC
216
D.A. Davidson & Co
Montana
$9.79M -$425K -4,263 -4%
AW
217
Avion Wealth
Texas
$9.73M +$852K +8,551 +9%
PL
218
Plancorp LLC
Missouri
$9.73M +$56.6K +568 +0.5%
MWM
219
Mission Wealth Management
California
$9.65M +$456K +4,570 +5%
RCF
220
Rainwater Charitable Foundation
Texas
$9.61M
BFA
221
Bluestem Financial Advisors
Illinois
$9.52M +$249K +2,499 +2%
BFS
222
Bard Financial Services
Connecticut
$9.47M -$737K -7,396 -7%
LIA
223
LBMC Investment Advisors
Tennessee
$9.38M -$791K -7,931 -7%
TFP
224
TrueWealth Financial Partners
Washington
$9.3M +$513K +5,146 +5%
FNC
225
First National Corp
Massachusetts
$9.19M +$65.1K +653 +0.7%

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.