Free Trial

Vanguard Real Estate ETF (VNQ) Institutional Ownership

Vanguard Real Estate ETF logo
$89.97 -1.36 (-1.49%)
As of 01:22 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
1000
Total
Institutional Inflows
(last 12 months)
$4.66B
Number of
Institutional Sellers
(last 12 months)
855
Total
Institutional Outflows
(last 12 months)
$2.53B
Get VNQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/22/2025Webster Bank N. A.10,097$899K0.1%-36.7%0.003%
1/22/2025Capital Asset Advisory Services LLC7,740$692K0.0%-28.1%0.002%
1/22/2025Blue Trust Inc.164,842$16.06M0.2%-7.4%0.042%
1/22/2025Kingswood Wealth Advisors LLC17,132$1.53M0.1%+109.3%0.004%
1/22/2025Register Financial Advisors LLC587$52K0.0%+531.2%0.000%
1/22/2025PFG Investments LLC9,305$829K0.1%+19.5%0.002%
1/22/2025Narwhal Capital Management36,812$3.28M0.3%-21.7%0.009%
1/22/2025TI Trust Inc.15,855$1.41M0.9%-1.0%0.004%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management371,960$33.13M0.9%-4.5%0.095%
1/21/2025Petix & Botte Co36,465$3.25M0.9%-27.4%0.009%
1/21/2025Stablepoint Partners LLC5,102$454K0.1%+2.7%0.001%
1/21/2025Regatta Capital Group LLC20,056$1.79M0.3%+1.4%0.005%
1/21/2025FIDELIS iM LLC801,855$71.43M26.7%+879.7%0.204%
1/21/2025Fort Henry Capital LLC138,294$12.32M8.8%-3.0%0.035%
1/21/2025Rockwood Wealth Management LLC282,426$24.94M2.7%-3.5%0.072%
1/21/2025RTD Financial Advisors Inc.149,476$13.32M1.7%-52.8%0.038%
1/21/2025First Citizens Bank & Trust Co.50,765$4.52M0.1%-92.4%0.013%
1/21/2025Duncan Williams Asset Management LLC3,628$323K0.1%+10.6%0.001%
1/21/2025Affiance Financial LLC2,874$256K0.1%-21.1%0.001%
1/21/2025Flagship Harbor Advisors LLC28,949$2.58M0.1%+3.9%0.007%
1/21/2025Juncture Wealth Strategies LLC19,346$1.72M0.6%+37.7%0.005%
1/21/2025B.O.S.S. Retirement Advisors LLC4,121$367K0.1%N/A0.001%
1/21/2025Advocate Group LLC5,965$531K0.1%-19.5%0.002%
1/21/2025First Bancorp Inc ME 8,313$741K0.5%-7.0%0.002%
1/21/2025Cedar Mountain Advisors LLC1,401$125K0.0%-61.9%0.000%
1/21/2025SJS Investment Consulting Inc.1,167$104K0.0%-20.4%0.000%
1/21/2025Geneos Wealth Management Inc.20,458$1.82M0.1%-10.8%0.005%
1/21/2025Fifth Third Bancorp1,739,438$154.95M0.6%-3.1%0.442%
1/21/2025Eclectic Associates Inc. ADV12,966$1.16M0.3%-1.5%0.003%
1/21/2025Goelzer Investment Management Inc.4,672$416K0.0%-6.5%0.001%
1/21/2025Sachetta LLC4,712$420K0.2%-4.3%0.001%
1/21/2025Exchange Traded Concepts LLC445,162$39.66M0.8%+685.7%0.113%
1/21/2025Rodgers & Associates LTD198,834$17.71M2.1%+9.4%0.051%
1/21/2025Impact Partnership Wealth LLC22,724$2.02M0.4%+4.8%0.006%
1/21/2025Patriot Investment Management Group Inc.210,526$18.75M1.4%+0.4%0.053%
1/21/2025Southland Equity Partners LLC15,744$1.40M0.3%N/A0.004%
1/21/2025Sound Income Strategies LLC26,429$2.35M0.1%+2.1%0.007%
1/21/2025RFG Advisory LLC40,580$3.62M0.1%+6.5%0.010%
1/21/2025TABR Capital Management LLC6,269$558K0.5%N/A0.002%
1/21/2025Neumann Capital Management LLC65,503$5.84M1.9%-3.1%0.017%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

1/21/2025MFA Wealth Services39,001$3.47M2.8%N/A0.010%
1/21/2025McGlone Suttner Wealth Management Inc.3,610$322K0.1%+29.7%0.001%
1/21/2025Cornerstone Wealth Management LLC19,701$1.76M0.1%-2.3%0.005%
1/21/2025Heritage Wealth Management Inc. Texas135,799$12.10M7.1%+7.5%0.035%
1/21/2025Brighton Jones LLC30,762$2.74M0.1%+59.4%0.008%
1/21/2025Hengehold Capital Management LLC18,217$1.62M0.2%+26.2%0.005%
1/21/2025Montecito Bank & Trust20,956$1.87M0.3%+100.9%0.005%
1/17/2025 Apeiron RIA LLC17,095$1.52M0.4%+26.9%0.004%
1/17/2025 Verde Capital Management12,771$1.14M0.3%+8.6%0.003%
1/17/2025 Galvin Gaustad & Stein LLC14,347$1.28M0.1%-81.3%0.004%
1/17/2025 Trust Co. of Oklahoma6,038$538K0.2%+3.1%0.002%
1/17/2025 Avior Wealth Management LLC109,937$9.78M0.4%+67.9%0.028%
1/17/2025 Peterson Wealth Advisors LLC101,606$9.09M1.6%-5.5%0.026%
1/17/2025 Marathon Strategic Advisors LLC43,781$3.90M4.2%+2.8%0.011%
1/17/2025 Mutual Advisors LLC6,541$587K0.0%-19.6%0.002%
1/17/2025 Riverbridge Partners LLC5,791$516K0.0%N/A0.001%
1/17/2025 First PREMIER Bank23,101$2.06M0.5%-3.1%0.006%
1/17/2025 True North Advisors LLC5,117$456K0.1%N/A0.001%
1/17/2025 Independent Wealth Network Inc.10,328$920K0.4%+6.1%0.003%
1/17/2025 Wesbanco Bank Inc.11,743$1.05M0.0%-11.0%0.003%
1/17/2025 Janney Montgomery Scott LLC93,890$8.36M0.0%+9.2%0.024%
1/17/2025 Evolution Wealth Advisors LLC3,360$299K0.1%+21.1%0.001%
1/17/2025 Kelleher Financial Advisors9,881$880K0.3%-16.5%0.003%
1/17/2025 Westside Investment Management Inc.7,408$660K0.1%+1.6%0.002%
1/17/2025 Magnus Financial Group LLC12,865$1.15M0.1%+9.5%0.003%
1/17/2025 Daymark Wealth Partners LLC7,852$699K0.0%-4.6%0.002%
1/17/2025 LifeGuide Financial Advisors LLC664,726$59.21M25.4%+1.0%0.169%
1/17/2025 Global Trust Asset Management LLC14,675$1.31M0.5%-1.2%0.004%
1/17/2025 NorthLanding Financial Partners LLC23,554$2.10M2.1%+1.4%0.006%
1/17/2025 Dakota Wealth Management43,878$3.91M0.1%-1.0%0.011%
1/17/2025 Simon Quick Advisors LLC10,658$949K0.1%-3.8%0.003%
1/17/2025 Sheets Smith Wealth Management2,963$264K0.0%-14.8%0.001%
1/17/2025 Tide Cove Capital Partners LLC84,786$7.41M5.2%N/A0.022%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.18,000$1.60M0.7%N/A0.005%
1/17/2025 Howard Capital Management Group LLC288$26K0.0%N/A0.000%
1/17/2025 Exchange Bank5,204$464K0.4%-10.7%0.001%
1/17/2025 Atomi Financial Group Inc.31,967$2.85M0.1%+5.5%0.008%
1/17/2025 Monterey Private Wealth Inc.24,944$2.22M0.7%+1.8%0.006%
1/17/2025 Camelot Technology Advisors Inc.22,774$2.03M1.8%+3.3%0.006%
1/16/2025 Aspiriant LLC38,281$3.41M0.1%-4.0%0.010%
1/16/2025 Chesapeake Wealth Management9,300$828K0.3%+1.9%0.002%
1/16/2025 Lam Group Inc.6,030$537K0.4%+3.0%0.002%
1/16/2025 Ballentine Partners LLC1,196,218$106.56M1.8%+3.5%0.304%
1/16/2025 Seven Post Investment Office LP809,447$72.11M27.6%+1.2%0.206%
1/16/2025 Martel Wealth Advisors Inc11,796$1.05M0.2%-4.6%0.003%
1/16/2025 Pure Financial Advisors LLC1,759,601$156.75M3.6%+6.0%0.447%
1/16/2025 Regent Peak Wealth Advisors LLC4,074$363K0.1%-3.5%0.001%
1/16/2025 New Hampshire Trust118,215$10.53M2.2%-1.1%0.030%
1/16/2025 CMH Wealth Management LLC48,410$4.31M1.0%+2.4%0.012%
1/16/2025 Prairiewood Capital LLC68,863$6.13M2.6%+3.7%0.017%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

1/16/2025 Breakwater Investment Management22,653$2.02M0.8%-1.1%0.006%
1/16/2025 Colorado Capital Management Inc.31,237$2.78M1.3%-17.2%0.008%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.19,959$1.78M0.4%-16.6%0.005%
1/16/2025 Zhang Financial LLC56,728$5.05M0.3%+1.8%0.014%
1/16/2025 MassMutual Private Wealth & Trust FSB280,020$24.94M0.7%+8.4%0.071%
1/16/2025 SFG Wealth Management LLC.3,000$267K0.1%+45.5%0.001%
1/16/2025 AMI Investment Management Inc.26,035$2.32M0.8%+5.5%0.007%
1/16/2025 UMB Bank n.a.53,047$4.73M0.1%-7.8%0.013%
1/16/2025 BlueSky Wealth Advisors LLC59,656$5.31M0.8%+8.2%0.015%
1/16/2025 Ironwood Financial llc3,423$305K0.1%-6.8%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, 1,873 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 ($1.57B), Morgan Stanley ($1.19B), Empower Advisory Group LLC ($1.11B), JPMorgan Chase & Co. ($972.16M), Bank of America Corp DE ($918.34M), and Goldman Sachs Group Inc. ($861.22M).Learn more on VNQ's institutional investors.

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

Of the 1,552 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 ($27.80M), Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($10.08M), Empower Advisory Group LLC ($9.88M), Goldman Sachs Group Inc. ($9.09M), JPMorgan Chase & Co. ($5.76M), International Assets Investment Management LLC ($4.28M), and Cerity Partners LLC ($4.28M).

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

Institutional investors have bought a total of 147,326,207 shares in the last 24 months. This purchase volume represents approximately $12.50B in transactions.

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

Of the 1,265 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: Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($5.32M), Bank of America Corp DE ($3.83M), International Assets Investment Management LLC ($3.58M), Creative Planning ($3.50M), UBS Group AG ($2.67M), Bank of Montreal Can ($2.53M), and State of Tennessee Treasury Department ($1.96M).

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

Institutional investors have sold a total of 65,508,310 shares in the last 24 months. This volume of shares sold represents approximately $5.59B in transactions.



This page (NYSEARCA:VNQ) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners