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VNQ

Vanguard Real Estate ETF
1W: +1.4% 1M: +2.3% 3M: +1.9% YTD: +9.2% 1Y: +9.8% 3Y: +34.0% 5Y: +18.1%
$96.77
+0.10 (+0.10%)
 
Weekly Expected Move ±2.0%
$90 $92 $94 $96 $98
ETF AMEX · AUM $71.0B

Institutional Ownership — VNQ

1,885
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
18B
Total Invested
136
New Positions
708
Increased
804
Reduced
220
Closed
1.22
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2048 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Empower Advisory Group, LLC 16,879,079 1.6B +728,138 +4.5% 13Q SEC ↗
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 12,831,491 1.2B +825,290 +6.9% 13Q SEC ↗
3 Creative Planning 12,560,585 1.2B -309,984 -2.4% 13Q SEC ↗
4 BANK OF AMERICA CORP /DE 10,115,744 $979M -212,463 -2.1% 13Q SEC ↗
5 Wealthfront Advisers LLC 10,070,180 $974M +30,853 +0.3% 13Q SEC ↗
6 MORGAN STANLEY 9,890,313 $957M +111,978 +1.1% 12Q SEC ↗
7 State of New Jersey Common Pension Fun 8,598,869 $832M +0.0% 13Q SEC ↗
8 JPMORGAN CHASE & CO 7,350,880 $711M -762,496 -9.4% 13Q SEC ↗
9 Gallagher Fiduciary Advisors, LLC 6,081,260 $588M +6,010,564 +8502.0% 2Q SEC ↗
10 US BANCORP \DE 5,521,305 $534M +393,113 +7.7% 13Q SEC ↗
11 WELLS FARGO & COMPANY/MN 4,205,539 $407M -116,730 -2.7% 12Q SEC ↗
12 PRUDENTIAL FINANCIAL INC 4,196,621 $406M -656,255 -13.5% 13Q SEC ↗
13 TWO SIGMA INVESTMENTS, LP NEW 3,573,400 $346M +0.0% 1Q SEC ↗
14 Bank of New York Mellon Corp 3,431,398 $332M +736,312 +27.3% 13Q SEC ↗
15 Financial Engines Advisors L.L.C. 3,358,966 $325M -11,780 -0.3% 13Q SEC ↗
16 Cetera Investment Advisers 2,362,887 $229M +278,151 +13.3% 13Q SEC ↗
17 LPL Financial LLC 2,277,005 $220M +69,827 +3.2% 13Q SEC ↗
18 State of Tennessee, Department of Trea 2,234,023 $216M -39,736 -1.7% 13Q SEC ↗
19 Pure Financial Advisors, LLC 2,212,485 $214M +98,425 +4.7% 13Q SEC ↗
20 ENVESTNET ASSET MANAGEMENT INC 2,154,411 $208M +497,171 +30.0% 13Q SEC ↗
21 Mariner, LLC 2,120,019 $205M +133,959 +6.7% 13Q SEC ↗
22 Beacon Capital Management, Inc. 2,044,944 $198M +1,265,176 +162.3% 13Q SEC ↗
23 GOLDMAN SACHS GROUP INC 1,748,564 $169M -3,334,830 -65.6% 13Q SEC ↗
24 Sand Hill Global Advisors, LLC 1,741,408 $169M +78,258 +4.7% 13Q SEC ↗
25 FIFTH THIRD BANCORP 1,677,694 $162M +174,384 +11.6% 13Q SEC ↗
26 ROYAL BANK OF CANADA 1,568,908 $152M +20,178 +1.3% 13Q SEC ↗
27 Ballentine Partners, LLC 1,558,678 $151M +52,479 +3.5% 13Q SEC ↗
28 UBS Group AG 1,500,954 $145M +104,253 +7.5% 13Q SEC ↗
29 VISTA CAPITAL PARTNERS, INC. 1,448,406 $140M +47,250 +3.4% 13Q SEC ↗
30 Catalyst Capital Advisors LLC 1,393,147 $135M +218,784 +18.6% 13Q SEC ↗
31 Millburn Ridgefield LLC /DE 1,393,147 $135M +218,784 +18.6% 13Q SEC ↗
32 Gibson Capital, LLC 1,387,610 $134M +67,438 +5.1% 13Q SEC ↗
33 Capital Investment Advisors, LLC 1,387,340 $134M +728,980 +110.7% 13Q SEC ↗
34 RAYMOND JAMES FINANCIAL INC 1,280,054 $124M -198,757 -13.4% 6Q SEC ↗
35 PNC FINANCIAL SERVICES GROUP, INC. 1,037,111 $100M -8,933 -0.9% 13Q SEC ↗
36 Corient Private Wealth LLC 1,008,565 $98M -1,215,096 -54.6% 13Q SEC ↗
37 WEALTH ENHANCEMENT ADVISORY SERVICES, 950,636 $92M +661,172 +228.4% 13Q SEC ↗
38 Vanderbilt University 865,645 $84M +9,220 +1.1% 13Q SEC ↗
39 Glenmede Investment Management, LP 865,398 $84M -10,244 -1.2% 2Q SEC ↗
40 ASSETMARK, INC 864,880 $84M +2,947 +0.3% 13Q SEC ↗
41 MANUFACTURERS LIFE INSURANCE COMPANY, 861,206 $83M -56,593 -6.2% 13Q SEC ↗
42 CITIGROUP INC 860,210 $83M +100,980 +13.3% 12Q SEC ↗
43 GLENMEDE TRUST CO NA NEW 855,932 $83M +0.0% 1Q SEC ↗
44 Seven Post Investment Office LP 849,940 $82M +8,904 +1.1% 13Q SEC ↗
45 Jefferies Financial Group Inc. 802,137 $78M +442,380 +123.0% 11Q SEC ↗
46 EVERGREEN CAPITAL MANAGEMENT LLC 759,691 $74M +50,918 +7.2% 13Q SEC ↗
47 HEALTHCARE OF ONTARIO PENSION PLAN TRU 700,000 $68M -100,000 -12.5% 7Q SEC ↗
48 STIFEL FINANCIAL CORP 691,627 $67M +3,006 +0.4% 13Q SEC ↗
49 AMERIPRISE FINANCIAL INC 689,478 $67M -66,204 -8.8% 13Q SEC ↗
50 Pathstone Holdings, LLC 679,688 $66M -10,532 -1.5% 10Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Gallagher Fiduciary Advisors, LLC +6,010,564 +8502.0% 6,081,260
Beacon Capital Management, Inc. +1,265,176 +162.3% 2,044,944
NORTHWESTERN MUTUAL WEALTH MANAGEME +825,290 +6.9% 12,831,491
Bank of New York Mellon Corp +736,312 +27.3% 3,431,398
Capital Investment Advisors, LLC +728,980 +110.7% 1,387,340
Empower Advisory Group, LLC +728,138 +4.5% 16,879,079
WEALTH ENHANCEMENT ADVISORY SERVICE +661,172 +228.4% 950,636
ENVESTNET ASSET MANAGEMENT INC +497,171 +30.0% 2,154,411
Jefferies Financial Group Inc. +442,380 +123.0% 802,137
US BANCORP \DE +393,113 +7.7% 5,521,305
Kohmann Bosshard Financial Services +282,890 +106.6% 548,303
Cetera Investment Advisers +278,151 +13.3% 2,362,887
Tanglewood Wealth Management, Inc. +221,488 +5538.6% 225,487
Millburn Ridgefield LLC /DE +218,784 +18.6% 1,393,147
Catalyst Capital Advisors LLC +218,784 +18.6% 1,393,147
COMMON FUND FOR NONPROFIT ORGANIZAT +209,268 +337.2% 271,334
FIFTH THIRD BANCORP +174,384 +11.6% 1,677,694
CAPTRUST FINANCIAL ADVISORS +146,466 +54.1% 417,129
Empowered Funds, LLC +143,309 +140.2% 245,563
CHILTON CAPITAL MANAGEMENT LLC +136,930 +172.3% 216,398
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -3,334,830 -65.6% 1,748,564
Corient Private Wealth LLC -1,215,096 -54.6% 1,008,565
JPMORGAN CHASE & CO -762,496 -9.4% 7,350,880
D. E. Shaw & Co., Inc. -692,723 -78.9% 184,811
Efficient Advisors, LLC -675,523 -55.7% 537,829
PRUDENTIAL FINANCIAL INC -656,255 -13.5% 4,196,621
M&T Bank Corp -570,145 -61.2% 360,820
Rockefeller Capital Management L.P. -497,227 -49.4% 509,075
Creative Planning -309,984 -2.4% 12,560,585
COHEN & STEERS, INC. -290,128 -82.5% 61,486
SUMITOMO LIFE INSURANCE CO -283,679 -51.6% 266,083
Midwest Trust Co -248,450 -39.8% 375,744
Sequoia Financial Advisors, LLC -234,058 -67.5% 112,620
BANK OF AMERICA CORP /DE -212,463 -2.1% 10,115,744
RAYMOND JAMES FINANCIAL INC -198,757 -13.4% 1,280,054
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -151,524 -61.6% 94,533
Pacific Center for Financial Servic -141,035 -80.1% 35,052
Fairway Wealth LLC -126,851 -59.7% 85,545
TIAA TRUST, NATIONAL ASSOCIATION -126,454 -88.0% 17,244
Pacific Capital Wealth Advisors, In -123,679 -71.3% 49,705

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms