Vanguard Real Estate ETFVNQETF

13F holders, Q2 2024 (June 30)
1,585holders −45
66new positions
116sold out
4famous investors
$83.46avg. 13F price*

At the end of Q2 2024, 1,585 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, down 45 from Q1 2024. 66 opened new positions and 116 sold out. The largest holders were Creative Planning ($1.5B), Morgan Stanley ($1.0B) and Empower Advisory Group, LLC ($946.3M). 4 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Vanguard Real Estate ETF
CUSIP
922908553
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions66$99.2M
Exits116$351.7M

All 13F filers, Q1 2024 → Q2 2024: 11,467,308 shares bought and 19,299,457 shares sold, net −7,832,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,585 holders

Creative Planning 1.56% Reduce -2.4% 17,400,782 $1.5B
Morgan Stanley 0.08% Reduce -3.1% 11,971,629 $1.0B
Empower Advisory Group, LLC 3.51% Add +5.4% 11,297,708 $946.3M
Bank of America Corp. 0.09% Reduce -5.2% 10,728,124 $898.6M
JPMorgan Chase & Co. 0.07% Reduce -7.0% 9,715,951 $813.8M
Wealthfront Advisers LLC 2.35% Add +5.1% 8,344,992 $699.0M
Northwestern Mutual Wealth Management Co. 0.66% Add +7.0% 7,994,347 $669.7M
Goldman Sachs Group Inc. 0.13% Reduce -4.1% 7,842,849 $656.9M
US Bancorp \de 0.57% Reduce -7.7% 4,956,247 $415.1M
Prudential Financial Inc. 0.61% Add +8.9% 4,827,009 $404.3M
Wells Fargo & Company 0.10% Reduce -14.7% 4,621,981 $387.1M
Financial Engines Advisors L.L.C. 0.66% Add +0.9% 3,492,122 $296.1M
Envestnet Asset Management Inc. 0.09% Reduce -1.1% 2,948,596 $247.0M
Caisse de depot et placement du Quebec 0.58% Reduce -38.5% 2,841,900 $238.0M
Charles Schwab Investment Management Inc. 0.04% Add +5.5% 2,670,618 $223.7M
Axiom Advisory, LLC 2.34% Add +6420.5% 2,604,558 $215.1M
State of Tennessee, Department of Treasury 0.78% Add +2.1% 2,518,951 $211.0M
Bank of New York Mellon Corp 0.04% Add +0.5% 2,239,091 $187.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 20.58% Reduce -36.7% 2,084,929 $174.6M
Royal Bank of Canada 0.04% Add +11.4% 2,056,589 $172.3M
Fifth Third Bancorp 0.58% Reduce -7.2% 1,827,634 $153.1M
Mariner, LLC 0.30% Reduce -2.4% 1,824,972 $152.9M
Beacon Capital Management, Inc. 6.48% Reduce -3.3% 1,796,703 $150.5M
UBS Group AG 0.04% Add +7.6% 1,749,962 $146.6M
Manufacturers Life Insurance Company, The 0.13% Add +2.7% 1,703,245 $142.9M
Pure Financial Advisors, LLC 3.68% Add +7.3% 1,583,615 $132.6M
LPL Financial LLC 0.06% Add +4.3% 1,506,914 $126.2M
PNC Financial Services Group, Inc. 0.08% Reduce -25.7% 1,400,843 $117.3M
Cetera Investment Advisers 0.25% Reduce -5.0% 1,299,845 $108.9M
Gibson Capital, LLC 23.44% Add +3.3% 1,267,250 $106.1M
Vanderbilt University 21.20% Reduce -6.8% 1,208,390 $101.2M
Vista Capital Partners, Inc. 12.55% Add +3.5% 1,208,031 $101.2M
Millburn Ridgefield LLC 2.67% Add +11.5% 1,196,517 $100.2M
Catalyst Capital Advisors LLC 2.31% Add +11.5% 1,196,517 $100.2M
Ballentine Partners, LLC 1.77% Add +4.3% 1,145,157 $95.9M
Ameriprise Financial Inc. 0.02% Add +0.6% 1,003,504 $84.0M
Corient Private Wealth LP 0.14% Add +1.1% 979,018 $82.0M
Rebalance, LLC 6.17% Add +8.1% 915,941 $76.7M
BNP Paribas Financial Markets 0.08% Reduce -26.4% 914,318 $76.6M
United Capital Financial Advisors, LLC 0.65% Add +1.9% 905,520 $75.8M
Glenmede Trust Co. NA 0.37% Reduce -36.6% 876,700 $73.4M
Envestnet Portfolio Solutions, Inc. 0.25% Add +2.9% 849,047 $71.1M
Assetmark, Inc. 0.21% Add +6.4% 815,855 $68.3M
State of New Jersey Common Pension Fund D 0.30% Reduce -32.4% 811,487 $68.0M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -0.1% 809,303 $67.8M
Cerity Partners LLC 0.18% Add +11.2% 808,792 $67.8M
Sand Hill Global Advisors, LLC 3.06% Add +3.5% 804,436 $67.4M
HighTower Advisors, LLC 0.10% Reduce -3.5% 796,548 $66.7M
Avantax Advisory Services, Inc. 0.47% Add +5.5% 794,244 $66.5M
Seven Post Investment Office LP 12.16% Reduce -0.1% 783,594 $65.6M
Osaic Holdings, Inc. 0.15% Reduce -14.4% 766,897 $64.2M
Commonwealth Equity Services, LLC 0.10% Add +1.3% 766,383 $64.2M
First Citizens Bank & Trust Co. 1.15% Add +4.0% 725,566 $60.8M
Pathstone Holdings, LLC 0.26% Add +87.3% 675,465 $56.6M
RTD Financial Advisors, Inc. 7.55% Reduce -3.4% 670,640 $56.2M
Principal Financial Group Inc. 0.03% Reduce -17.9% 662,840 $55.5M
LifeGuide Financial Advisors, LLC 26.36% Add +4.4% 647,826 $54.3M
1832 Asset Management L.P. 0.10% Reduce -21.7% 644,617 $54.0M
Barclays PLC 0.02% Add +70.3% 602,375 $50.5M
Stifel Financial Corp. 0.06% Add +6.6% 595,609 $49.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.49% Reduce -4.8% 588,145 $49.3M
Financial Counselors Inc. 0.78% Add +0.5% 580,708 $48.6M
Sumitomo Life Insurance Co. 1.08% No change 556,530 $46.6M
Efficient Advisors, LLC 2.93% Add +7.0% 538,671 $45.1M
Passive Capital Management, LLC. 16.69% Reduce -0.0% 536,901 $45.0M
First Command Advisory Services, Inc. 0.45% Reduce -2.3% 521,141 $43.7M
D. E. Shaw & Co. 0.07% Add +47.2% 517,878 $43.4M
Citizens Financial Group Inc. 0.96% Add +2.0% 511,508 $43.2M
Moneta Group Investment Advisors LLC 0.67% Reduce -28.2% 501,709 $42.0M
Citigroup Inc. 0.04% Reduce -10.7% 496,445 $41.6M
Rockefeller Capital Management L.P. 0.11% Add +1.6% 469,478 $39.3M
First Financial Bankshares Inc 0.89% Add +0.7% 465,575 $39.0M
M&T Bank Corp 0.12% Reduce -4.0% 434,679 $36.4M
Raymond James & Associates 0.02% Reduce -1.3% 425,436 $35.6M
Prime Capital Investment Advisors, LLC 0.50% Reduce -6.7% 403,847 $33.8M
Osborne Partners Capital Management, LLC 2.00% Add +3.4% 399,110 $33.4M
SCS Capital Management LLC 0.69% Reduce -6.3% 393,831 $33.0M
Peapack Gladstone Financial Corp. 0.50% Add +16.1% 385,003 $32.2M
Disciplina Capital Management LLC 5.31% Reduce -7.2% 382,857 $32.1M
Chandler Asset Management, Inc. 6.32% Add +1.8% 372,238 $31.2M
Oikos Holdings LLC 7.25% Reduce -1.9% 365,466 $30.6M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.6% 363,600 $30.5M
Garde Capital, Inc. 2.07% Reduce -2.4% 356,596 $29.9M
State Street Corp. 0.00% Reduce -7.9% 348,707 $29.6M
Kwmg, LLC 3.07% Add +6.3% 340,354 $28.5M
Lake Street Advisors Group, LLC 1.36% Reduce -42.0% 332,950 $28.2M
Comprehensive Financial Management LLC 0.98% Reduce -26.8% 328,338 $27.8M
Evergreen Capital Management LLC 0.93% Add +5.7% 304,056 $25.8M
Captrust Financial Advisors 0.08% Reduce -2.2% 304,384 $25.5M
Falcon Wealth Planning 3.19% Add +14.2% 293,410 $24.6M
Conservest Capital Advisors, Inc. 2.65% Reduce -0.6% 283,698 $24.5M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -2.9% 292,193 $24.5M
Foster & Motley Inc. 1.64% Add +6.4% 284,823 $23.9M
Comerica Bank 0.10% Add +24.6% 282,186 $23.6M
Pacific Capital Wealth Advisors, Inc. 4.28% Add +16.8% 279,926 $23.4M
Baird Financial Group, Inc. 0.05% Reduce -14.3% 278,469 $23.3M
Atria Wealth Solutions, Inc. 0.26% Reduce -5.2% 275,833 $23.3M
Rockwood Wealth Management, LLC 2.81% Add +9.5% 275,340 $23.1M
Ally Financial Inc. 2.85% Add +5.0% 274,000 $23.0M
Capital Investment Advisors, LLC 0.51% Add +8.8% 266,729 $22.3M

"% of holder's portfolio" is VNQ's weight in each manager's 13F, not the share of Vanguard Real Estate ETF the manager owns.

Show all 1,585 holders