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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
Creative Planning
1
Creative Planning
Kansas
$2.17B +$86.1M +813,380 +4%
Bank of America
2
Bank of America
North Carolina
$1.49B +$159M +1,504,528 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.38B -$50.1M -473,471 -4%
Wells Fargo
4
Wells Fargo
California
$1.25B -$1.27M -12,023 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$1.16B +$200M +1,886,392 +21%
MTWSIF
6
Mivtachim The Workers Social Insurance Fund
Israel
$936M
PCA
7
Personal Capital Advisors
California
$788M -$27.2M -257,476 -3%
US Bancorp
8
US Bancorp
Minnesota
$669M +$22.7M +214,218 +4%
UBS Group
9
UBS Group
Switzerland
$646M +$22.7M +214,806 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$637M +$65.3M +616,895 +12%
Wealthfront Advisers
11
Wealthfront Advisers
California
$635M +$6.93M +65,507 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$547M +$14.3M +135,484 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$547M -$351M -3,320,538 -40%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$429M -$14.1M -133,163 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$407M -$40.9M -386,591 -9%
Goldman Sachs
16
Goldman Sachs
New York
$396M +$7.95M +75,163 +2%
Prudential Financial
17
Prudential Financial
New Jersey
$376M -$56.2M -531,227 -13%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$358M -$99.8K -943 -0%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$352M +$48.8M +461,245 +17%
Financial Engines Advisors
20
Financial Engines Advisors
California
$347M -$36.7M -347,029 -10%
Truist Financial
21
Truist Financial
North Carolina
$316M +$21.2M +199,913 +7%
PPA
22
Parametric Portfolio Associates
Washington
$266M -$445K -4,209 -0.2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$259M +$862K +8,146 +0.3%
VU
24
Vanderbilt University
Tennessee
$249M +$1.31M +12,400 +0.5%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$230M +$8.7M +82,178 +4%

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.