Vanguard Real Estate ETF (VNQ) Institutional Ownership

$80.94
+0.78 (+0.97%)
(As of 02:09 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
1092
Total
Institutional Inflows
(last 12 months)
$8.11B
Number of
Institutional Sellers
(last 12 months)
951
Total
Institutional Outflows
(last 12 months)
$3.06B
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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
4/29/2024Harbor Advisory Corp MA12,081$1.05M0.4%-4.9%0.003%
4/29/2024Financial Futures Ltd Liability Co.68,998$5.97M4.0%+6.7%0.018%
4/29/2024Newman Dignan & Sheerar Inc.10,777$932K0.2%-41.0%0.003%
4/27/2024 Dougherty Wealth Advisers LLC25,849$2.24M2.0%+1.1%0.007%
4/27/2024 Millburn Ridgefield Corp1,072,790$92.78M2.6%+17.7%0.273%
4/27/2024 Conning Inc.36,030$3.12M0.1%+1.6%0.009%
4/27/2024 Fonville Wealth Management LLC41,621$3.60M1.6%+34.6%0.011%
4/27/2024 Capital Performance Advisors LLP4,522$391K0.1%+4.4%0.001%
4/27/2024 Austin Asset Management Co Inc158,811$13.73M3.0%+3.8%0.040%
4/26/2024 Pinnacle Associates Ltd.39,043$3.38M0.1%-0.7%0.010%
4/26/2024 Aspen Investment Management Inc23,619$2.04M1.0%-2.2%0.006%
4/26/2024 BLB&B Advisors LLC2,840$246K0.0%+7.4%0.001%
4/26/2024 UMB Bank n.a.70,026$6.06M0.1%-14.7%0.018%
4/26/2024 Prairiewood Capital LLC64,723$5.60M2.6%+10.7%0.016%
4/26/2024 Narwhal Capital Management50,418$4.36M0.4%+12.9%0.013%
4/26/2024 LifeSteps Financial Inc.542$47K0.0%N/A0.000%
4/26/2024 Crestone Asset Management LLC369,576$31.96M6.4%+6.6%0.094%
4/26/2024 Northwest Bancshares Inc.5,031$435K0.1%-6.1%0.001%
4/26/2024 JNBA Financial Advisors1,857$161K0.0%-98.9%0.000%
4/26/2024 Opus Capital Group LLC12,520$1.08M0.2%+7.5%0.003%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.5,660$489K0.0%+13.9%0.001%
4/26/2024 First National Trust Co4,030$349K0.0%+5.9%0.001%
4/26/2024 McKinley Carter Wealth Services Inc.3,360$291K0.0%-21.8%0.001%
4/26/2024 Clear Creek Financial Management LLC2,779$240K0.0%-24.0%0.001%
4/26/2024 First Personal Financial Services27,009$2.34M0.5%-2.5%0.007%
4/26/2024 Sumitomo Life Insurance Co.556,530$48.13M1.2%+141.3%0.141%
4/26/2024 Chicago Partners Investment Group LLC111,405$8.96M0.4%-2.9%0.028%
4/26/2024 Mesirow Financial Investment Management Inc.18,580$1.61M0.0%N/A0.005%
4/26/2024 MONECO Advisors LLC14,804$1.28M0.2%+1.6%0.004%
4/26/2024 TI Trust Inc.15,723$1.36M1.0%-1.0%0.004%
4/26/2024 KG&L Capital Management LLC7,809$675K0.3%+3.7%0.002%
4/26/2024 Verdence Capital Advisors LLC37,343$3.23M0.3%-7.2%0.009%
4/26/2024 Heritage Wealth Management Inc. Texas112,849$9.76M6.3%+1.7%0.029%
4/26/2024 Checchi Capital Advisers LLC110,777$9.58M0.7%+12.7%0.028%
4/26/2024 Tritonpoint Wealth LLC2,671$231K0.0%-76.2%0.001%
4/25/2024 Bear Mountain Capital Inc.97,279$8.41M3.6%-5.1%0.025%
4/25/2024 Lindbrook Capital LLC387$33K0.0%-82.4%0.000%
4/25/2024 One Day In July LLC285,608$24.70M3.3%-10.3%0.073%
4/25/2024 Lodestar Private Asset Management LLC27,940$2.42M0.3%+7.3%0.007%
4/25/2024 Human Investing LLC49,020$4.24M0.9%+5.2%0.012%
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4/25/2024 Center for Financial Planning Inc.2,703$234K0.0%+11.5%0.001%
4/25/2024 TRUE Private Wealth Advisors3,603$312K0.0%-38.3%0.001%
4/25/2024 Bank of New York Mellon Corp2,228,359$192.71M0.0%-17.8%0.566%
4/25/2024 Bridges Investment Management Inc.6,178$534K0.0%-55.4%0.002%
4/25/2024 Osborne Partners Capital Management LLC386,168$33.40M2.1%+4.4%0.098%
4/25/2024 Schnieders Capital Management LLC7,318$633K0.1%-2.5%0.002%
4/25/2024 Regis Management CO LLC68,839$5.95M1.8%+3.6%0.017%
4/25/2024 Advocate Group LLC7,409$641K0.1%+10.2%0.002%
4/25/2024 HTLF Bank51,755$4.48M0.5%+29.9%0.013%
4/25/2024 Simplex Trading LLC16,522$1.43M0.0%N/A0.004%
4/25/2024 Seven Post Investment Office LP784,608$67.85M16.6%+1.0%0.199%
4/25/2024 L.M. Kohn & Company11,284$976K0.3%+2.8%0.003%
4/25/2024 Armor Investment Advisors LLC1,237$107K0.1%-25.3%0.000%
4/25/2024 Valeo Financial Advisors LLC4,021$324K0.0%-6.9%0.001%
4/25/2024 WestHill Financial Advisors Inc.67,570$5.84M1.4%+5.6%0.017%
4/25/2024 Telos Capital Management Inc.14,146$1.22M0.1%-2.4%0.004%
4/25/2024 IFG Advisors LLC26,818$2.32M0.6%+7.9%0.007%
4/25/2024 Summit Financial LLC4,885$422K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.300,923$26.02M0.1%+2.2%0.076%
4/25/2024 Intergy Private Wealth LLC30,849$2.67M1.1%+2.5%0.008%
4/24/2024 Leavell Investment Management Inc.18,261$1.58M0.1%+2.9%0.005%
4/24/2024 Krilogy Financial LLC60,409$5.22M0.4%+5.6%0.015%
4/24/2024 Patton Albertson Miller Group LLC5,937$513K0.1%-5.2%0.002%
4/24/2024 Zhang Financial LLC67,840$5.87M0.4%-0.9%0.017%
4/24/2024 Family Legacy Inc.35,969$3.11M1.1%-1.9%0.009%
4/24/2024 CENTRAL TRUST Co53,689$4.64M0.1%+2.5%0.014%
4/24/2024 Activest Wealth Management4,553$394K0.2%N/A0.001%
4/24/2024 Oceanside Advisors LLC2,823$244K0.2%+7.2%0.001%
4/24/2024 Trinity Legacy Partners LLC14,185$1.23M0.4%+11.8%0.004%
4/24/2024 Dakota Wealth Management47,405$4.10M0.1%-4.9%0.012%
4/24/2024 SOL Capital Management CO9,974$863K0.1%-15.7%0.003%
4/24/2024 Simplicity Wealth LLC32,076$2.77M0.1%N/A0.008%
4/24/2024 NBT Bank N A NY17,051$1.48M0.1%-7.4%0.004%
4/24/2024 Ackerman Capital Advisors LLC9,571$828K0.2%N/A0.002%
4/24/2024 Spire Wealth Management58,950$5.10M0.2%+3.9%0.015%
4/24/2024 Financial Freedom LLC3,998$346K0.2%-28.8%0.001%
4/24/2024 Essex Financial Services Inc.6,643$575K0.1%-12.2%0.002%
4/24/2024 Capasso Planning Partners LLC2,715$235K0.1%-6.4%0.001%
4/24/2024 H&H Retirement Design & Management INC10,961$874K0.6%-9.5%0.003%
4/23/2024 Wetzel Investment Advisors Inc.1,131$89K0.1%+24.0%0.000%
4/23/2024 Charter Oak Capital Management LLC3,726$322K0.0%+29.8%0.001%
4/23/2024 Canal Capital Management LLC5,033$435K0.1%-3.2%0.001%
4/23/2024Busey Bank6,902$597K0.0%+24.0%0.002%
4/23/2024 Platte River Wealth Advisors LLC5,126$443K0.1%-43.5%0.001%
4/23/2024 Bfsg LLC7,884$682K0.1%+9.2%0.002%
4/23/2024 Global Retirement Partners LLC34,805$3.01M0.1%-3.4%0.009%
4/23/2024 Covenant Asset Management LLC18,751$1.62M0.3%+6.0%0.005%
4/23/2024 Morton Brown Family Wealth LLC2,963$256K0.1%-13.8%0.001%
4/23/2024 Sage Mountain Advisors LLC13,565$1.17M0.1%+6,856.4%0.003%
4/23/2024 WASHINGTON TRUST Co15,305$1.32M0.0%-6.2%0.004%
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4/23/2024 Nations Financial Group Inc. IA ADV11,976$1.04M0.1%-18.7%0.003%
4/23/2024 Gradient Investments LLC618$53K0.0%-33.5%0.000%
4/23/2024 Bluesphere Advisors LLC7,055$610K0.3%-3.6%0.002%
4/23/2024 Fifth Third Bancorp1,969,782$170.35M0.7%-4.2%0.500%
4/23/2024 Wesbanco Bank Inc.14,775$1.28M0.0%-3.2%0.004%
4/23/2024 Warner Financial Inc.13,209$1.14M0.6%+2.8%0.003%
4/23/2024 Stablepoint Partners LLC3,984$345K0.1%+46.4%0.001%
4/23/2024 Regatta Capital Group LLC19,430$1.68M0.4%+20.2%0.005%
4/23/2024 Strategic Blueprint LLC13,959$1.21M0.1%-2.6%0.004%
4/23/2024 Revisor Wealth Management LLC5,571$487K0.2%N/A0.001%
(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, 1,910 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 1,647 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 ($27.83M), 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 154,838,640 shares in the last 24 months. This purchase volume represents approximately $13.19B in transactions.

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

Of the 1,309 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), JPMorgan Chase & Co. ($4.16M), Bank of America Corp DE ($3.83M), Beacon Capital Management Inc. ($3.43M), and Envestnet Asset Management Inc. ($3.05M).

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

Institutional investors have sold a total of 87,242,041 shares in the last 24 months. This volume of shares sold represents approximately $7.59B in transactions.


This page (NYSEARCA:VNQ) was last updated on 4/29/2024 by MarketBeat.com Staff

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