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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$6.45M +$21.7K +262 +0.3%
WIC
227
Whitegate Investment Counselors
New Hampshire
$6.21M +$1.31M +15,775 +27%
KCM
228
Kanawha Capital Management
Virginia
$6.14M +$162K +1,955 +3%
WA
229
Wilshire Advisors
California
$6.1M -$102K -1,235 -2%
TCM
230
Twin Capital Management
Pennsylvania
$6.1M -$102K -1,235 -2%
SI
231
SII Investments
Wisconsin
$6.05M +$847K +10,216 +16%
SFS
232
Strategic Financial Services
New York
$6.01M -$5.81M -70,034 -49%
NPC
233
National Planning Corporation
California
$5.95M -$439K -5,289 -7%
COI
234
Connable Office Inc
Michigan
$5.93M +$520K +6,274 +10%
CCM
235
Colorado Capital Management
Colorado
$5.89M -$118K -1,422 -2%
MCM
236
MV Capital Management
Maryland
$5.82M +$204K +2,456 +4%
AWM
237
Avior Wealth Management
Nebraska
$5.81M +$639K +7,707 +12%
MA
238
MUFG Americas
New York
$5.79M -$800K -9,648 -12%
PL
239
Polianta Ltd
Jersey
$5.71M +$5.73M +69,100 New
CWA
240
Cypress Wealth Advisors
California
$5.57M -$18.9K -228 -0.3%
KA
241
Klingman & Associates
New York
$5.53M -$32.7K -394 -0.6%
CIC
242
Carnegie Investment Counsel
Ohio
$5.47M +$1.2M +14,441 +28%
PFA
243
Paradigm Financial Advisors
Missouri
$5.45M -$191K -2,303 -3%
Two Sigma Investments
244
Two Sigma Investments
New York
$5.43M +$5.46M +65,800 New
RC
245
Rinet Company
Massachusetts
$5.42M +$369K +4,452 +7%
EAM
246
Evanson Asset Management
California
$5.42M -$69.1K -833 -1%
VFA
247
Voya Financial Advisors
Connecticut
$5.4M -$321K -3,871 -6%
CTB
248
Country Trust Bank
Illinois
$5.38M +$731K +8,812 +16%
WB
249
Webster Bank
Connecticut
$5.36M +$336K +4,050 +7%
FWM
250
Frontier Wealth Management
Missouri
$5.36M +$93.7K +1,129 +2%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.