Vanguard Real Estate ETFVNQETF

13F holders, Q3 2024 (September 30)
1,660holders +75
147new positions
72sold out
7famous investors
$97.00avg. 13F price*

At the end of Q3 2024, 1,660 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 75 from Q2 2024. 147 opened new positions and 72 sold out. The largest holders were Creative Planning ($1.6B), Morgan Stanley ($1.2B) and Empower Advisory Group, LLC ($1.1B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions147$439.6M
Exits72$369.8M

All 13F filers, Q2 2024 → Q3 2024: 16,598,044 shares bought and 16,488,089 shares sold, net +109,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,660 holders

Creative Planning 1.56% Reduce -7.2% 16,156,844 $1.6B
Morgan Stanley 0.09% Add +2.8% 12,303,432 $1.2B
Empower Advisory Group, LLC 3.76% Add +1.1% 11,423,294 $1.1B
Bank of America Corp. 0.10% Add +5.9% 11,359,975 $1.1B
JPMorgan Chase & Co. 0.08% Add +2.7% 9,979,016 $972.2M
Northwestern Mutual Wealth Management Co. 0.74% Add +6.4% 8,506,344 $828.7M
Wealthfront Advisers LLC 2.43% Reduce -2.9% 8,106,667 $789.8M
Goldman Sachs Group Inc. 0.11% Reduce -24.9% 5,890,891 $573.9M
US Bancorp \de 0.64% Add +2.5% 5,079,408 $494.8M
State of New Jersey Common Pension Fund D 1.84% Add +465.1% 4,585,487 $446.7M
Wells Fargo & Company 0.10% Reduce -4.2% 4,427,292 $431.3M
Prudential Financial Inc. 0.60% Reduce -9.3% 4,380,251 $426.7M
Financial Engines Advisors L.L.C. 0.70% Reduce -2.6% 3,401,805 $334.1M
Envestnet Asset Management Inc. 0.09% Reduce -2.9% 2,863,023 $278.9M
Axiom Advisory, LLC 2.54% Add +13.2% 2,947,591 $271.4M
Royal Bank of Canada 0.06% Add +25.6% 2,583,912 $251.7M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.7% 2,571,906 $250.6M
State of Tennessee, Department of Treasury 0.80% Reduce -7.5% 2,328,784 $226.9M
Bank of New York Mellon Corp 0.04% Reduce -2.2% 2,190,395 $213.4M
Healthcare of Ontario Pension Plan Trust Fund 0.51% New 2,150,000 $209.5M
Mariner, LLC 0.33% Add +4.6% 1,908,540 $185.9M
Fifth Third Bancorp 0.63% Reduce -1.8% 1,795,466 $174.9M
Beacon Capital Management, Inc. 6.92% Reduce -5.1% 1,705,440 $166.1M
Pure Financial Advisors, LLC 3.88% Add +4.8% 1,659,864 $161.7M
UBS Group AG 0.04% Reduce -8.6% 1,600,222 $155.9M
Manufacturers Life Insurance Company, The 0.14% Reduce -7.2% 1,580,116 $153.9M
LPL Financial LLC 0.07% Add +1.6% 1,531,147 $149.2M
PNC Financial Services Group, Inc. 0.08% Reduce -4.1% 1,343,420 $130.9M
Gibson Capital, LLC 24.20% Reduce -3.7% 1,220,169 $118.9M
Cetera Investment Advisers 0.26% Reduce -6.7% 1,213,242 $118.2M
Vista Capital Partners, Inc. 13.62% Add +0.0% 1,208,202 $117.7M
Ballentine Partners, LLC 1.93% Add +0.9% 1,155,773 $112.6M
Vanderbilt University 20.07% Reduce -7.9% 1,112,480 $108.4M
Ameriprise Financial Inc. 0.02% Reduce -1.7% 986,641 $96.1M
Millburn Ridgefield LLC 2.51% Reduce -17.9% 981,947 $95.7M
Catalyst Capital Advisors LLC 2.16% Reduce -17.9% 981,947 $95.7M
BNP Paribas Financial Markets 0.09% Add +6.7% 975,460 $95.0M
Glenmede Trust Co. NA 0.44% Add +7.1% 938,660 $91.4M
Rebalance, LLC 6.62% Add +1.2% 927,204 $90.3M
Victory Capital Management Inc. 0.09% Add +834.9% 925,603 $90.2M
United Capital Financial Advisors, LLC 0.73% Add +0.3% 908,180 $88.5M
Cerity Partners LLC 0.19% Add +6.7% 862,823 $84.1M
Sand Hill Global Advisors, LLC 3.38% Add +2.3% 822,952 $80.2M
Avantax Advisory Services, Inc. 0.52% Add +2.9% 817,104 $79.6M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -0.1% 808,444 $78.8M
Seven Post Investment Office LP 11.78% Add +2.1% 800,175 $78.0M
HighTower Advisors, LLC 0.11% Reduce -0.0% 796,336 $77.5M
Envestnet Portfolio Solutions, Inc. 0.25% Reduce -6.4% 794,393 $77.4M
Assetmark, Inc. 0.22% Reduce -2.9% 792,005 $77.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 10.19% Reduce -63.4% 762,829 $74.3M
Commonwealth Equity Services, LLC 0.11% Reduce -3.2% 741,731 $72.3M
Osaic Holdings, Inc. 0.16% Reduce -3.5% 739,889 $72.1M
Principal Financial Group Inc. 0.04% Add +3.4% 685,311 $66.8M
First Citizens Bank & Trust Co. 1.43% Reduce -8.0% 667,766 $65.1M
LifeGuide Financial Advisors, LLC 27.35% Add +1.6% 658,203 $64.1M
Stifel Financial Corp. 0.07% Add +7.3% 639,093 $62.3M
Pathstone Holdings, LLC 0.28% Reduce -6.0% 634,854 $61.9M
D. E. Shaw & Co. 0.09% Add +22.2% 632,900 $61.7M
Barclays PLC 0.03% Reduce -0.2% 601,100 $58.6M
Financial Counselors Inc. 0.85% Add +1.8% 591,148 $57.6M
1832 Asset Management L.P. 0.09% Reduce -11.8% 568,314 $55.4M
Raymond James & Associates 0.03% Add +31.4% 559,175 $54.5M
Citizens Financial Group Inc. 1.09% Add +8.0% 552,299 $54.1M
First Command Advisory Services, Inc. 0.50% Add +1.5% 529,085 $51.5M
Passive Capital Management, LLC. 17.27% Reduce -5.4% 507,737 $49.5M
Efficient Advisors, LLC 3.05% Reduce -7.4% 498,792 $48.6M
Moneta Group Investment Advisors LLC 0.69% Reduce -3.4% 484,888 $47.2M
Rockefeller Capital Management L.P. 0.12% Add +1.0% 474,272 $46.2M
First Financial Bankshares Inc 0.96% Add +0.7% 468,643 $45.7M
Corient Private Wealth LP 0.07% Add +0.8% 987,094 $43.7M
M&T Bank Corp 0.13% Reduce -3.6% 418,836 $40.8M
Peapack Gladstone Financial Corp. 0.58% Add +6.4% 409,583 $39.9M
Osborne Partners Capital Management, LLC 2.20% Reduce -0.0% 398,982 $38.9M
Prime Capital Investment Advisors, LLC 0.55% Reduce -1.5% 397,777 $38.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.07% Reduce -33.7% 389,682 $38.0M
Chandler Asset Management, Inc. 6.83% Reduce -0.2% 371,638 $36.2M
Man Group plc 0.10% Add +803.3% 362,529 $35.3M
Capital Investment Advisors, LLC 0.71% Add +32.4% 353,179 $34.4M
Garde Capital, Inc. 2.26% Reduce -1.2% 352,325 $34.3M
SCS Capital Management LLC 0.67% Reduce -13.4% 341,020 $33.2M
Kwmg, LLC 3.33% Reduce -0.2% 339,614 $33.1M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -6.7% 339,287 $33.1M
Comprehensive Financial Management LLC 0.90% No change 328,338 $32.3M
Disciplina Capital Management LLC 5.07% Reduce -15.1% 325,025 $31.7M
RTD Financial Advisors, Inc. 3.90% Reduce -52.8% 316,526 $30.8M
Evergreen Capital Management LLC 1.02% Add +2.1% 310,326 $30.5M
Cambridge Investment Research Advisors, Inc. 0.10% Add +6.9% 312,465 $30.4M
Rockwood Wealth Management, LLC 3.14% Add +6.3% 292,688 $28.5M
Marks Wealth, LLC 12.22% New 292,321 $28.5M
Elm Partners Management LLC 2.03% Add +231.9% 291,057 $28.4M
Falcon Wealth Planning 3.31% Reduce -1.4% 289,166 $28.2M
Baird Financial Group, Inc. 0.05% Add +3.2% 287,371 $28.0M
Focus Partners Wealth 0.09% Add +28.9% 287,261 $28.0M
Carlson Capital Management 1.14% Add +34.4% 275,854 $26.9M
Atria Wealth Solutions, Inc. 0.29% Reduce -1.3% 272,249 $26.7M
Foster & Motley Inc. 1.68% Reduce -4.5% 272,034 $26.5M
Pacific Life Fund Advisors LLC 2.61% Add +11.4% 271,638 $26.5M
Citigroup Inc. 0.02% Reduce -46.5% 265,503 $25.9M
Captrust Financial Advisors 0.08% Reduce -12.8% 265,350 $25.9M
Becker Capital Management Inc. 0.84% Add +17.6% 262,181 $25.7M

"% 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 1,660 holders