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Vanguard Real Estate ETF (VNQ) Institutional Ownership

$87.46
+0.66 (+0.76%)
(As of 07/12/2024 08:52 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
1040
Total
Institutional Inflows
(last 12 months)
$7.24B
Number of
Institutional Sellers
(last 12 months)
901
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
7/13/2024Pioneer Wealth Management Group17,059$1.43M0.8%+4.9%0.004%
7/13/2024Northwest Quadrant Wealth Management LLC77,378$6.48M1.6%-19.8%0.020%
7/13/2024Hurlow Wealth Management Group Inc.142,520$11.94M4.1%+4.7%0.036%
7/13/2024Retirement Planning Group LLC26,429$2.21M0.1%-32.3%0.007%
7/13/2024Mechanics Bank Trust Department8,019$672K0.1%+130.4%0.002%
7/13/2024Unison Advisors LLC27,557$2.31M0.3%+2.4%0.007%
7/13/2024Evanson Asset Management LLC48,558$4.07M0.3%-13.5%0.012%
7/12/2024Ignite Planners LLC2,868$240K0.1%-30.4%0.001%
7/12/2024Sound Income Strategies LLC25,169$2.11M0.1%+4.4%0.006%
7/12/2024Country Trust Bank70,411$5.90M0.1%+0.5%0.018%
7/12/2024Howard Financial Services LTD.5,213$437K0.1%-10.8%0.001%
7/12/2024Diversify Advisory Services LLC7,792$653K0.0%+30.3%0.002%
7/12/2024Cardinal Point Capital Management ULC6,871$583K0.1%-11.1%0.002%
7/12/2024Omega Financial Group LLC74,209$6.22M2.5%-2.6%0.019%
7/12/2024Hexagon Capital Partners LLC5,302$444K0.1%+2.3%0.001%
7/12/2024SG Americas Securities LLC58,121$4.87M0.0%+5.7%0.015%
7/12/2024Wolff Wiese Magana LLC38,071$3.19M2.5%-0.7%0.010%
7/12/2024Kwmg LLC340,354$28.51M3.1%+6.3%0.086%
7/12/2024Sax Wealth Advisors LLC20,503$1.72M0.2%-10.8%0.005%
7/12/2024Webster Bank N. A.9,932$832K0.1%-2.9%0.003%
7/12/2024First National Corp MA ADV65,481$5.49M1.3%-25.7%0.017%
7/12/2024Annex Advisory Services LLC9,211$771K0.0%+2.0%0.002%
7/12/2024Capital Investment Advisors LLC266,729$22.34M0.5%+8.9%0.068%
7/12/2024Rebalance LLC915,941$76.72M6.2%+8.1%0.233%
7/12/2024Websterrogers Financial Advisors LLC33,194$2.78M1.0%+2.2%0.008%
7/12/2024Bath Savings Trust Co2,683$225K0.0%-28.5%0.001%
7/12/2024CRA Financial Services LLC12,245$1.03M0.2%+6.7%0.003%
7/12/2024McLean Asset Management Corp8,199$692K0.2%+1.4%0.002%
7/11/2024Cambridge Advisors Inc.75,495$6.32M1.5%+5.5%0.019%
7/11/2024OLD National Bancorp IN18,493$1.55M0.0%-11.1%0.005%
7/11/2024Manning & Napier Advisors LLC27,354$2.29M0.0%N/A0.007%
7/11/2024CMH Wealth Management LLC47,093$3.99M1.0%+0.9%0.012%
7/11/2024U.S. Capital Wealth Advisors LLC2,942$246K0.0%N/A0.001%
7/11/2024Juncture Wealth Strategies LLC12,710$1.07M0.4%+45.1%0.003%
7/11/2024Canandaigua National Bank & Trust Co.45,377$3.80M0.4%N/A0.012%
7/11/2024Symmetry Partners LLC103,993$8.71M0.4%N/A0.026%
7/11/2024Dougherty Wealth Advisers LLC25,965$2.18M1.9%+0.4%0.007%
7/11/2024Carlson Capital Management205,204$17.19M0.8%+14.5%0.052%
7/11/2024Pacifica Partners Inc.1,149$96K0.0%+12.9%0.000%
7/11/2024Cherrydale Wealth Management LLC44,650$3.74M1.6%-2.9%0.011%
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7/11/2024Zeit Capital LLC30,819$2.58M2.1%+0.4%0.008%
7/11/2024Clarius Group LLC4,807$403K0.0%+40.1%0.001%
7/11/2024Lbmc Investment Advisors LLC86,195$7.22M0.6%-4.1%0.022%
7/11/2024WBH Advisory Inc.28,819$2.41M0.2%-23.2%0.007%
7/11/2024Wesbanco Bank Inc.13,374$1.12M0.0%-9.5%0.003%
7/11/2024Family Wealth Partners LLC23,499$1.97M1.0%+8.2%0.006%
7/11/2024Kohmann Bosshard Financial Services LLC208,367$17.45M2.3%+9.5%0.053%
7/10/2024 Csenge Advisory Group7,096$594K0.0%+15.1%0.002%
7/10/2024 Indiana Trust & Investment Management CO3,787$317K0.1%-10.2%0.001%
7/10/2024 Founders Capital Management400$34K0.0%-23.8%0.000%
7/10/2024Simplicity Wealth LLC31,231$2.62M0.1%-2.6%0.008%
7/10/2024 Valeo Financial Advisors LLC3,802$318K0.0%-5.4%0.001%
7/10/2024 CGN Advisors LLC15,682$1.31M0.2%+12.5%0.004%
7/10/2024 Sweeney & Michel LLC12,708$1.06M0.5%+1.2%0.003%
7/10/2024 Westwind Capital93,106$7.80M1.8%+299.6%0.024%
7/10/2024 Exchange Bank6,492$544K0.5%-2.2%0.002%
7/10/2024 DBK Financial Counsel LLC16,377$1.37M1.5%-3.0%0.004%
7/10/2024 Albion Financial Group UT627$53K0.0%+58.7%0.000%
7/10/2024Atmos Advisory LLC87,977$7.37M5.8%+4.3%0.022%
7/10/2024 Atwood & Palmer Inc.1,112$93K0.0%N/A0.000%
7/10/2024 Enterprise Bank & Trust Co150,515$12.61M4.3%+0.9%0.038%
7/10/2024 CWM LLC25,697$2.15M0.0%-4.9%0.007%
7/10/2024 Hilltop National Bank1,868$156K0.1%-48.3%0.000%
7/10/2024 CVA Family Office LLC8,158$683K0.1%+3.9%0.002%
7/10/2024 Apella Capital LLC8,587$719K0.0%-48.6%0.002%
7/9/2024 Park Avenue Securities LLC22,227$1.86M0.0%+7.9%0.006%
7/9/2024 Kingswood Wealth Advisors LLC7,517$630K0.1%+15.2%0.002%
7/9/2024 Parkside Advisors LLC82,544$7.00M1.8%+2.6%0.021%
7/9/2024 Folger Nolan Fleming Douglas Capital Management Inc.21,562$1.81M0.2%+2.5%0.005%
7/9/2024 Lowe Wealth Advisors LLC2,552$214K0.1%+12.6%0.001%
7/9/2024 Trust Co. of Vermont4,462$374K0.0%+7.1%0.001%
7/9/2024 Rise Advisors LLC404$34K0.0%-73.6%0.000%
7/9/2024 Monterey Private Wealth Inc.25,020$2.10M0.8%-10.0%0.006%
7/9/2024 ZRC Wealth Management LLC5,402$453K0.2%-3.3%0.001%
7/9/2024 Mather Group LLC.28,508$2.47M0.0%-2.7%0.007%
7/9/2024 CJM Wealth Advisers Ltd.7,359$611K0.2%-4.6%0.002%
7/8/2024 Boltwood Capital Management5,656$474K0.1%+4.3%0.001%
7/8/2024 Marathon Strategic Advisors LLC36,212$3.03M3.5%N/A0.009%
7/8/2024 ST Germain D J Co. Inc.2,467$207K0.0%-5.1%0.001%
7/8/2024 FC Advisory LLC105,064$8.80M3.2%-0.3%0.027%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.1,829$153K0.0%N/A0.000%
7/5/2024 Stokes Family Office LLC45,431$3.81M0.4%+7.8%0.012%
7/5/2024 Polianta Ltd82,000$6.87M3.5%+1.5%0.021%
7/3/2024 First Financial Bank Trust Division30,059$2.52M0.2%-8.4%0.008%
7/2/2024Marcum Wealth LLC47,398$3.97M0.4%+13.9%0.012%
7/2/2024 Massmutual Trust Co. FSB ADV249,697$20.92M0.6%+1.9%0.063%
7/2/2024 First Hawaiian Bank8,224$689K0.0%-9.0%0.002%
7/2/2024 Davis Capital Management2,943$244K0.2%-32.7%0.001%
7/2/2024 Waller Financial Planning Group Inc.46,300$3.88M1.0%-4.7%0.012%
7/1/2024 Moller Wealth Partners200,019$16.75M4.5%+1.8%0.051%
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6/26/2024Financial Gravity Asset Management Inc.918$81K0.0%-25.5%0.000%
6/26/2024Old Port Advisors2,697$233K0.1%-6.4%0.001%
6/21/2024Abich Financial Wealth Management LLC1,995$173K0.1%+187.1%0.001%
6/21/2024Cape Investment Advisory Inc.1,414$122K0.1%+193.4%0.000%
6/20/2024HM Payson & Co.4,289$371K0.0%-3.6%0.001%
6/13/2024Mosaic Family Wealth Partners LLC21,035$1.82M0.3%+17.3%0.005%
6/11/2024American Trust7,987$691K0.1%-32.8%0.002%
6/11/2024EverSource Wealth Advisors LLC4,462$355K0.0%+37.9%0.001%
6/5/2024Objective Capital Management LLC4,088$354K0.2%-14.2%0.001%
5/30/2024Cambridge Trust Co.883$76K0.0%+22.5%0.000%
(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, 1,889 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 1,616 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), JPMorgan Chase & Co. ($5.50M), and Cerity Partners LLC ($4.24M).

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

Institutional investors have bought a total of 150,909,315 shares in the last 24 months. This purchase volume represents approximately $12.65B in transactions.

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

Of the 1,273 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 80,788,966 shares in the last 24 months. This volume of shares sold represents approximately $6.86B in transactions.


This page (NYSEARCA:VNQ) was last updated on 7/15/2024 by MarketBeat.com Staff

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