We are live on ! Find out more
VNQ icon

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
Creative Planning
1
Creative Planning
Kansas
$1.89B +$72M +721,899 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.49B +$563M +5,645,999 +53%
Bank of America
3
Bank of America
North Carolina
$1.36B +$119M +1,191,256 +9%
Wells Fargo
4
Wells Fargo
California
$1.01B -$45.8M -459,608 -4%
MTWSIF
5
Mivtachim The Workers Social Insurance Fund
Israel
$787M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$724M -$477M -4,781,919 -38%
PCA
7
Personal Capital Advisors
California
$685M +$24.8M +248,478 +3%
US Bancorp
8
US Bancorp
Minnesota
$562M +$89.6K +899 +0%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$559M +$25.5M +255,746 +4%
Wealthfront Advisers
10
Wealthfront Advisers
California
$528M -$6.67M -66,906 -1%
UBS Group
11
UBS Group
Switzerland
$425M -$129M -1,294,133 -22%
JP Morgan Chase
12
JP Morgan Chase
New York
$383M -$83.5M -838,101 -17%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$359M -$1.9M -19,089 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$349M +$7.31M +73,380 +2%
Goldman Sachs
15
Goldman Sachs
New York
$334M +$1.27M +12,719 +0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$330M -$142M -1,421,209 -28%
Prudential Financial
17
Prudential Financial
New Jersey
$318M +$782K +7,842 +0.2%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$289M -$12.7M -127,793 -4%
Financial Engines Advisors
19
Financial Engines Advisors
California
$287M -$5.36M -53,749 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$220M +$2.68M +26,856 +1%
VU
21
Vanderbilt University
Tennessee
$211M +$1.4M +14,075 +0.6%
LPL Financial
22
LPL Financial
California
$162M -$2.24M -22,488 -1%
Mariner
23
Mariner
Kansas
$162M +$3.83M +38,399 +2%
UCFA
24
United Capital Financial Advisors
Texas
$150M +$1.28M +12,824 +0.8%
GT
25
Glenmede Trust
Pennsylvania
$147M +$13.2M +131,946 +9%

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.