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Vanguard Real Estate ETF
VNQ

1,678 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 721 increasing their positions, 461 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 66

56% more repeat investments, than reductions

Existing positions increased: 721 | Existing positions reduced: 461

43% more funds holding in top 10

Funds holding in top 10: 118 → 169 (+51)

18% more capital invested

Capital invested by funds: $24.7B → $29.3B (+$4.56B)

17% more funds holding

Funds holding: 1,437 → 1,678 (+241)

1.27% more ownership

Funds ownership: 58.44% → 59.71% (+1.3%)

76% less call options, than puts

Call options by funds: $109M | Put options by funds: $447M

Holders
1,678
Holders Change
+241
Holders Change %
+16.77%
% of All Funds
25.82%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.6%
New
331
Increased
721
Reduced
461
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$146M
2
Creative Planning
Creative Planning
Kansas
+$133M
3
Bank of America
Bank of America
North Carolina
+$106M
4
UBS Group
UBS Group
Switzerland
+$89.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$68.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$216M
2
Northern Trust
Northern Trust
Illinois
-$123M
3
Barclays
Barclays
United Kingdom
-$98.3M
4
MFM
MD Financial Management
Ontario, Canada
-$65.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$2.23B +$133M +1,220,825 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B +$46.7M +427,211 +3%
Bank of America
3
Bank of America
North Carolina
$1.42B +$106M +970,944 +9%
Wells Fargo
4
Wells Fargo
California
$1.33B +$33.2M +304,235 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.02B +$49.7M +455,050 +5%
MTWSIF
6
Mivtachim The Workers Social Insurance Fund
Israel
$1B – – –
JP Morgan Chase
7
JP Morgan Chase
New York
$970M -$216M -1,981,944 -19%
PCA
8
Personal Capital Advisors
California
$875M +$15.9M +145,176 +2%
US Bancorp
9
US Bancorp
Minnesota
$691M +$12.2M +111,302 +2%
Wealthfront Advisers
10
Wealthfront Advisers
California
$672M -$7.23M -66,155 -1%
UBS Group
11
UBS Group
Switzerland
$667M +$89.6M +820,616 +17%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$610M +$22.6M +207,228 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$569M +$39.3M +359,423 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$481M -$40.7M -372,426 -8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$475M +$4.8M +43,953 +1%
Prudential Financial
16
Prudential Financial
New Jersey
$441M +$40.4M +369,955 +10%
Goldman Sachs
17
Goldman Sachs
New York
$415M +$19.3M +176,331 +5%
Financial Engines Advisors
18
Financial Engines Advisors
California
$412M -$9.11M -83,382 -2%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$383M +$7.27M +66,557 +2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$318M +$146M +1,337,448 +95%
Truist Financial
21
Truist Financial
North Carolina
$315M +$28.3M +258,855 +11%
PPA
22
Parametric Portfolio Associates
Washington
$285M -$15.1M -138,254 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$276M +$14.4M +131,661 +6%
VU
24
Vanderbilt University
Tennessee
$266M -$13.6M -124,675 -5%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$236M +$9.16M +83,860 +4%
1
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VNQ Hedge Fund Activity: Q4 2021 in Review

1,678 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2021, worth a combined $29.3B — up 18% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new VNQ positions and 66 closed out — a net gain of 265 holders — while 721 added to existing stakes and 461 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $216M.

  • 1,678 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2021, up from 1,437 in Q3 2021.
  • Funds reported $29.3B of Vanguard Real Estate ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 331 funds opened new Vanguard Real Estate ETF positions in Q4 2021 and 66 closed out, a net change of +265 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2021 was Bank of Montreal, an estimated $146M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2021 was JP Morgan Chase, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2021.