Ownership: VNQ

VANGUARD REAL ESTATE INDEX FUND

80.01up0.01 (0.0125%)

 as of 4:10:00pm ET 06/01/2023

Ownership Summary

More information
Institutional ETF/ETP Ownership 58.38%
Institutional Mutual Fund Ownership 1.62%
Mutual Fund Ownership 0.07%
Insider Ownership --
Other 39.92%

Total Outstanding Shares: 385,682,000

Institutional Ownership Details

Institutional ETF/ETP &
Mutual Fund Ownership:
60.01%

Current
Quarter
Previous
Quarter
Institutional Share Purchases 24.2M 27.7M
Institutional Shares Sold 27.7M 13.4M
Net Institutional Shares Purchased -3.4M 14.3M
Change in Ownership -1.44% +6.35%
Top 10 Institutional Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
Creative Planning 03/31/2023 20.0M $1.6B 5.11%
Morgan Stanley 03/31/2023 16.1M $1.3B 4.11%
Bank of America Corporation 03/31/2023 11.1M $877.0M 2.82%
Empower Advisory Group, LLC 03/31/2023 9.2M $728.5M 2.34%
Wells Fargo & Company 03/31/2023 9.1M $724.5M 2.33%
Personal Capital Advisors Corp 12/31/2022 8.7M $689.5M 2.22%
Northwestern Mutual Wealth Management Company 03/31/2023 7.7M $608.8M 1.96%
Wealthfront Advisers LLC 03/31/2023 6.9M $547.4M 1.76%
U.S. Bancorp\DE\ 03/31/2023 6.5M $513.1M 1.65%
JP Morgan Chase & Company 03/31/2023 6.4M $504.5M 1.62%

Mutual Fund Ownership Details

Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership:1.70%

Current
Quarter
Previous
Quarter
Mutual Fund Share Purchases 449.5K 644.3K
Mutual Fund Shares Sold 87.2K 1.0M
Net Mutual Fund Shares Purchased 362.3K -357.6K
Change in Ownership +5.75% -5.37%
Top 10 Mutual Fund Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
Mutual Fund Ser Tr-Catalyst/Millburn Hedge Strategy Fund (i) 03/31/2023 2.1M $166.4M 0.53%
JNL Series Trust-JNL/Vanguard Growth ETF Allocation Fund (i) 03/31/2023 571.0K $45.3M 0.15%
Advanced Series Tr-AST Advanced Strategies Port (i) 03/31/2023 308.3K $24.4M 0.08%
Goldman Sachs Tr-Goldman Sachs Absolute Return Tracker Fund (i) 03/31/2023 223.6K $17.7M 0.06%
JNL Series Trust-JNL/Vanguard Moderate Growth ETF Allocation Fund (i) 03/31/2023 204.8K $16.2M 0.05%
GuidePath Growth Allocation Fd (i) 03/31/2023 185.6K $14.7M 0.05%
John Hancock Fds II-Lifestyle Blend Growth Portfolio (i) 03/31/2023 159.7K $12.7M 0.04%
Aspiriant Risk Managed Real Asset Fd (i) 12/31/2022 144.3K $11.4M 0.04%
John Hancock 2030 Preservation Blend Portfolio (i) 03/31/2023 141.4K $11.2M 0.04%
John Hancock Fds II-2025 Lifetime Blend Portfolio (i) 03/31/2023 133.4K $10.6M 0.03%
(i) Institutional Funds
Ownership data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
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