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Vanguard Real Estate ETF (VNQ) Institutional Ownership

$83.60
-0.77 (-0.91%)
(As of 05/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Real Estate ETF (NYSEARCA:VNQ)

Number of
Institutional Buyers
(last 12 months)
1038
Total
Institutional Inflows
(last 12 months)
$7.88B
Number of
Institutional Sellers
(last 12 months)
915
Total
Institutional Outflows
(last 12 months)
$2.25B
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VNQ Institutional Buying and Selling by Quarter

Vanguard Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2024Orleans Capital Management Corp LA7,645$661K0.4%-14.4%0.002%
5/21/2024 Atria Investments Inc82,886$7.17M0.1%-13.7%0.021%
5/21/2024Sanibel Captiva Trust Company Inc.41,094$3.55M0.1%+25.1%0.010%
5/21/2024 LRI Investments LLC134,537$11.64M1.7%N/A0.034%
5/21/2024 Arrow Financial Corp6,945$601K0.1%+21.7%0.002%
5/20/2024 Pacific Center for Financial Services167,533$14.49M4.1%+4.4%0.043%
5/17/2024 Aspect Partners LLC1,295$112K0.1%+21.0%0.000%
5/17/2024 Citizens Financial Group Inc. RI501,517$43.37M1.4%-2.4%0.127%
5/17/2024 First Citizens Asset Management Inc.37,955$3.28M1.0%-73.7%0.010%
5/17/2024 XML Financial LLC4,209$364K0.0%-70.2%0.001%
5/17/2024 William Howard & Co Financial Advisors Inc12,582$1.09M1.0%N/A0.003%
5/17/2024 Tandem Capital Management Corp ADV3,460$299K0.2%-16.6%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC15,497$1.34M0.1%-2.7%0.004%
5/17/2024 Comerica Bank226,419$19.58M0.1%-29.2%0.058%
5/17/2024 Hancock Whitney Corp48,000$4.15M0.1%+11.9%0.012%
5/17/2024 Wiser Advisor Group LLC5,384$468K0.7%+4.4%0.001%
5/16/2024 Jane Street Group LLC95,169$8.23M0.0%N/A0.024%
5/16/2024 B. Riley Wealth Advisors Inc.115,943$10.03M0.2%+74.9%0.029%
5/16/2024 Ancora Advisors LLC122,158$10.56M0.2%-0.9%0.031%
5/16/2024 Sweeney & Michel LLC12,553$1.05M0.5%N/A0.003%
5/16/2024 Bayesian Capital Management LP14,029$1.21M0.1%+77.6%0.004%
5/16/2024Benchmark Investment Advisors LLC10,181$880K0.7%N/A0.003%
5/16/2024 Waverly Advisors LLC29,621$2.56M0.1%+62.0%0.008%
5/16/2024 Captrust Financial Advisors311,098$26.90M0.1%-1.2%0.079%
5/16/2024 Ashford Capital Management Inc.33,704$2.92M0.4%N/A0.009%
5/15/2024 Ascent Group LLC5,953$515K0.0%-8.4%0.002%
5/15/2024 SVB Wealth LLC121,862$10.54M0.2%+46.0%0.031%
5/15/2024 Transcendent Capital Group LLC37,225$3.22M1.8%-17.1%0.009%
5/15/2024 Beaird Harris Wealth Management LLC47,116$4.08M0.4%-3.3%0.012%
5/15/2024 Manhattan West Asset Management LLC37,595$3.25M0.8%+28.7%0.010%
5/15/2024 Price T Rowe Associates Inc. MD9,092$787K0.0%N/A0.002%
5/15/2024 BOKF NA178,045$15.14M0.3%-0.5%0.045%
5/15/2024 LRI Investments LLC134,850$11.21M1.5%N/A0.034%
5/15/2024 1832 Asset Management L.P.823,435$71.21M0.0%+150.0%0.209%
5/14/2024 Biltmore Family Office LLC43,345$3.75M0.7%-12.5%0.011%
5/14/2024 Capital Group Private Client Services Inc.23,638$2.04M0.0%+7.7%0.006%
5/14/2024 Axxcess Wealth Management LLC23,248$2.01M0.1%-9.7%0.006%
5/14/2024 EP Wealth Advisors LLC24,902$2.15M0.0%-8.1%0.006%
5/14/2024 Freestone Capital Holdings LLC83,967$7.26M0.3%-0.7%0.021%
5/14/2024 CreativeOne Wealth LLC182,987$15.83M0.6%+17.2%0.046%
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5/14/2024 Sax Wealth Advisors LLC22,990$1.99M0.2%-1.6%0.006%
5/14/2024 Northwest Wealth Management LLC14,480$1.25M0.3%-3.2%0.004%
5/14/2024 Natixis5,988$518K0.0%+5.9%0.002%
5/14/2024 InterOcean Capital Group LLC32,348$2.80M0.1%+41.8%0.008%
5/14/2024 Oxford Financial Group LTD. LLC16,003$1.38M0.1%-1.1%0.004%
5/13/2024 Bessemer Group Inc.12,025$1.04M0.0%-17.5%0.003%
5/13/2024 Balanced Rock Investment Advisors LLC13,619$1.18M1.0%-35.3%0.003%
5/13/2024 O Shaughnessy Asset Management LLC5,982$517K0.0%+130.8%0.002%
5/13/2024 Ameritas Investment Partners Inc.153,762$13.30M0.5%+1.7%0.039%
5/11/2024 Spreng Capital Management Inc.3,395$294K0.2%-9.0%0.001%
5/11/2024 MAS Advisors LLC133,117$11.51M13.3%+0.8%0.034%
5/11/2024 Trustmark National Bank Trust Department31,033$2.68M0.2%-43.8%0.008%
5/11/2024 Davis R M Inc.4,717$408K0.0%-3.1%0.001%
5/11/2024 ESL Trust Services LLC931$81K0.0%N/A0.000%
5/11/2024 Orion Capital Management LLC11,460$991K0.5%-24.6%0.003%
5/11/2024 Ironwood Investment Counsel LLC6,276$543K0.1%-2.5%0.002%
5/11/2024 Catalytic Wealth RIA LLC22,072$1.91M0.4%N/A0.006%
5/11/2024 Northern Capital Management Inc.4,623$400K0.3%+36.1%0.001%
5/11/2024 Jacobi Capital Management LLC11,605$1.00M0.1%+23.4%0.003%
5/11/2024 Retirement Financial Solutions LLC14,061$1.22M0.6%-17.1%0.004%
5/10/2024 Osaic Holdings Inc.895,576$77.46M0.2%-22.1%0.228%
5/10/2024 Blue Barn Wealth LLC12,073$1.04M0.6%+1.8%0.003%
5/10/2024 Rodgers & Associates LTD182,687$15.80M2.0%+1.5%0.046%
5/10/2024 TIAA Trust National Association242,475$20.97M0.1%+14.1%0.062%
5/10/2024 Vanguard Group Inc.23,026$1.99M0.0%+9.7%0.006%
5/10/2024 Viawealth LLC10,419$901K0.6%-1.7%0.003%
5/10/2024 Magnolia Wealth Management LLC178,429$15.30M6.3%+96.3%0.045%
5/10/2024 Clearstead Trust LLC23,121$2M0.5%+3,241.2%0.006%
5/10/2024 Nicolet Advisory Services LLC15,640$1.35M0.1%-5.9%0.004%
5/10/2024 First Foundation Advisors40,490$3.50M0.1%+16.5%0.010%
5/10/2024 ARK & TLK Investments LLC37,116$3.21M1.0%+3.3%0.009%
5/10/2024 Tocqueville Asset Management L.P.10,352$895K0.0%-42.5%0.003%
5/10/2024 Truepoint Inc.24,938$2.16M0.1%-48.3%0.006%
5/10/2024 Nwam LLC109,454$9.38M0.8%+1.8%0.028%
5/9/2024 Kure Advisory LLC24,750$2.14M1.8%+3.5%0.006%
5/9/2024 Brighton Jones LLC26,376$2.28M0.1%+6.2%0.007%
5/9/2024 Private Portfolio Partners LLC13,519$1.17M0.2%+1.0%0.003%
5/9/2024 Orion Portfolio Solutions LLC29,031$2.51M0.0%+35.0%0.007%
5/9/2024 Blair William & Co. IL177,453$15.35M0.0%-0.6%0.045%
5/9/2024 HBK Sorce Advisory LLC2,794$242K0.0%N/A0.001%
5/9/2024 Kingsview Wealth Management LLC63,314$5.48M0.1%+2.7%0.016%
5/9/2024 JDM Financial Group LLC44,732$3.87M2.8%+6.7%0.011%
5/9/2024 SageView Advisory Group LLC94,118$8.14M0.4%+263.9%0.024%
5/9/2024 Texas Yale Capital Corp.29,941$2.59M0.1%+14.9%0.008%
5/9/2024 Angeles Wealth Management LLC4,459$386K0.0%+53.2%0.001%
5/9/2024 Endowment Wealth Management Inc.11,985$1.04M0.8%+21.9%0.003%
5/9/2024 Patton Fund Management Inc.17,217$1.49M0.3%+192.3%0.004%
5/9/2024 Koshinski Asset Management Inc.7,400$640K0.1%-35.4%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.94,560$8.18M0.0%N/A0.024%
5/8/2024 Financial & Tax Architects LLC25,905$2.24M0.6%+1.0%0.007%
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A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
5/8/2024 Motley Fool Wealth Management LLC11,819$1.02M0.1%+11.0%0.003%
5/8/2024 Tanglewood Wealth Management Inc.213,289$18.45M2.3%+36.4%0.054%
5/8/2024 Bleakley Financial Group LLC24,022$2.08M0.1%+52.1%0.006%
5/8/2024 Neumann Capital Management LLC75,101$6.50M2.3%+2.8%0.019%
5/8/2024 Heritage Wealth Advisors3,346$289K0.0%-50.1%0.001%
5/8/2024 Avantax Advisory Services Inc.752,822$65.10M0.6%+1.4%0.191%
5/8/2024 US Bancorp DE5,368,378$464.26M0.6%-0.7%1.364%
5/8/2024 Watershed Private Wealth LLC4,227$366K0.2%-56.7%0.001%
5/8/2024 Headlands Technologies LLC1,846$160K0.0%N/A0.000%
5/7/2024 Anson Capital Inc.5,047$436K0.6%-11.2%0.001%
(Data available from 1/1/2016 forward)

VNQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VNQ shares?

During the previous two years, 1,888 institutional investors and hedge funds held shares of Vanguard Real Estate ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($19.43B), Creative Planning ($1.62B), Morgan Stanley ($1.19B), Bank of America Corp DE ($918.34M), Goldman Sachs Group Inc. ($861.22M), JPMorgan Chase & Co. ($804.31M), and Empower Advisory Group LLC ($775.89M).Learn more on VNQ's institutional investors.

Which institutional investors have been buying Vanguard Real Estate ETF stock?

Of the 1,617 institutional investors that purchased Vanguard Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($27.81M), Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($10.08M), Empower Advisory Group LLC ($9.75M), Goldman Sachs Group Inc. ($9.11M), Bluestem Financial Advisors LLC ($6.27M), CFS Investment Advisory Services LLC ($6.09M), and JPMorgan Chase & Co. ($5.50M).

How much institutional buying is happening at Vanguard Real Estate ETF?

Institutional investors have bought a total of 153,430,699 shares in the last 24 months. This purchase volume represents approximately $12.96B in transactions.

Which Vanguard Real Estate ETF major shareholders have been selling company stock?

Of the 1,276 institutional investors that sold Vanguard Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bluestem Financial Advisors LLC ($6.25M), FMR LLC ($4.79M), UBS Group AG ($4.23M), Bank of America Corp DE ($3.83M), Beacon Capital Management Inc. ($3.43M), Envestnet Asset Management Inc. ($3.05M), and Bank of Montreal Can ($2.82M).

How much institutional selling is happening at Vanguard Real Estate ETF?

Institutional investors have sold a total of 81,048,094 shares in the last 24 months. This volume of shares sold represents approximately $6.89B in transactions.


This page (NYSEARCA:VNQ) was last updated on 5/23/2024 by MarketBeat.com Staff

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