VNQ · VANGUARD REAL ESTATE INDEX FUND ETF
$96.02
-0.64 (-0.66%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 11
Total Value: $116,161,020
Total Shares: 1,204,615
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 11 13F filers · Δ vs Mar 31, 2026Top Holder
59.7%
−21.7 pts
Top 5
99.0%
−1.0 pts
Top 10
100.0%
−0.0 pts
HHI
4,296
Highly concentrated−2,506
Quarterly Activity
vs Mar 31, 2026
New
9
Increased
0
Decreased
1
Sold Out
3
Unchanged
1
Holder count:
+6
Institutional value:
+148.9%
Shares held:
+129.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | −3,882 | 3,070 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 719,290 | $69,361,134 | |
| Mega CITADEL ADVISORS LLC | 263,900 | $25,447,877 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 190,223 | $18,343,203 | |
| Mid Parkside Financial Bank & Trust | 11,886 | $1,146,166 | |
| Small HORAN Wealth, LLC | 7,869 | $758,807 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 428,238 | $37,984,707 | |
| Small Allie Family Office LLC | 64,919 | $5,758,315 | |
| Mid Dakota Wealth Management | 25,101 | $2,226,458 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VNQ | $69,361,134 | 59.71% | 719,290 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. VNQ | $18,343,203 | 15.79% | 190,223 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC VNQ | $12,969,835 | 11.17% | 134,500 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VNQ | $12,478,042 | 10.74% | 129,400 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VNQ | $1,146,166 | 0.99% | 11,886 | Shares | 2026-09-04 | |
| Small HORAN Wealth, LLC VNQ | $758,807 | 0.65% | 7,869 | Shares | 2026-08-26 | |
| Small Financial Insights, Inc. VNQ | $331,237 | 0.29% | 3,435 | Shares | 2026-08-25 | |
| Mid ANCHOR CAPITAL ADVISORS LLC VNQ | $320,533 | 0.28% | 3,324 | Shares | 2026-09-03 | |
| Small Range Advisory, LLC VNQ | $296,040 | 0.25% | 3,070 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC VNQ | $86,594 | 0.07% | 898 | Shares | 2026-08-28 | |
| Small BROWN, LISLE/CUMMINGS, INC. VNQ | $67,983 | 0.06% | 705 | Shares | 2026-09-02 | |
| Mega Allianz Asset Management GmbH VNQ | $1,446 | 0.00% | 15 | Shares | 2026-09-02 |