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Vanguard Real Estate ETF
VNQ

1,438 hedge funds and large institutions have $24.7B invested in Vanguard Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 673 increasing their positions, 473 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

42% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 473

2% more funds holding

Funds holding: 1,404 → 1,438 (+34)

3% more capital invested

Capital invested by funds: $24.1B → $24.7B (+$675M)

0.41% more ownership

Funds ownership: 58.03% → 58.44% (+0.41%)

1% less funds holding in top 10

Funds holding in top 10: 119 → 118 (-1)

59% less call options, than puts

Call options by funds: $103M | Put options by funds: $250M

Holders
1,438
Holders Change
+34
Holders Change %
+2.42%
% of All Funds
25.17%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
2.07%
New
112
Increased
673
Reduced
473
Closed
59
Calls
$103M
Puts
$250M
Net Calls
-$147M
Net Calls Change
-$98.1M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$129M
2
Creative Planning
Creative Planning
Kansas
+$128M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$99M
5
Morgan Stanley
Morgan Stanley
New York
+$84.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$138M
2
TI
Truepoint Inc
Ohio
-$96.3M
3
Citigroup
Citigroup
New York
-$72.9M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$67.1M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$43.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.84B +$128M +1,207,571 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B +$72.9M +687,276 +6%
Bank of America
3
Bank of America
North Carolina
$1.15B +$33.4M +315,224 +3%
Wells Fargo
4
Wells Fargo
California
$1.14B +$7.35M +69,284 +0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.05B -$138M -1,301,093 -11%
MTWSIF
6
Mivtachim The Workers Social Insurance Fund
Israel
$879M – – –
Morgan Stanley
7
Morgan Stanley
New York
$850M +$84.8M +799,555 +11%
PCA
8
Personal Capital Advisors
California
$752M +$22.6M +213,010 +3%
Wealthfront Advisers
9
Wealthfront Advisers
California
$597M +$10.9M +102,846 +2%
US Bancorp
10
US Bancorp
Minnesota
$595M +$16.2M +152,848 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$514M +$21.8M +205,701 +4%
UBS Group
12
UBS Group
Switzerland
$501M -$43.2M -407,168 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$463M +$18M +169,673 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$460M +$553K +5,213 +0.1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$412M +$21.3M +201,044 +5%
Prudential Financial
16
Prudential Financial
New Jersey
$387M -$37.3M -351,705 -9%
Financial Engines Advisors
17
Financial Engines Advisors
California
$370M -$18M -169,420 -4%
Goldman Sachs
18
Goldman Sachs
New York
$346M -$5.43M -51,180 -1%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$329M +$5.77M +54,418 +2%
PPA
20
Parametric Portfolio Associates
Washington
$264M +$5.79M +54,592 +2%
Truist Financial
21
Truist Financial
North Carolina
$250M +$49.3M +465,048 +23%
VU
22
Vanderbilt University
Tennessee
$246M +$1.62M +15,300 +0.6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$229M +$14.6M +137,474 +7%
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$199M +$99M +933,187 +91%
LPL Financial
25
LPL Financial
California
$179M +$23.6M +222,787 +15%
1
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VNQ Hedge Fund Activity: Q3 2021 in Review

1,438 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2021, worth a combined $24.7B — up 2.8% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VNQ positions and 59 closed out — a net gain of 53 holders — while 673 added to existing stakes and 473 trimmed.

The largest buyer was Northern Trust, adding an estimated $129M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 1,438 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2021, up from 1,404 in Q2 2021.
  • Funds reported $24.7B of Vanguard Real Estate ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 112 funds opened new Vanguard Real Estate ETF positions in Q3 2021 and 59 closed out, a net change of +53 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2021 was Northern Trust, an estimated $129M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2021 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2021.