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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
I
251
IberiaBank
Louisiana
$6.98M -$900K -9,909 -12%
KCM
252
Kanawha Capital Management
Virginia
$6.96M -$41.3K -455 -0.6%
AC
253
Alexandria Capital
Virginia
$6.77M -$475K -5,236 -7%
KP
254
Keel Point
Alabama
$6.74M -$3.27M -36,076 -33%
CFA
255
Cahill Financial Advisors
Minnesota
$6.74M +$279K +3,068 +4%
BPA
256
Beacon Pointe Advisors
California
$6.74M +$889K +9,790 +16%
OFG
257
Omega Financial Group
California
$6.73M -$141K -1,554 -2%
NA
258
NewEdge Advisors
Louisiana
$6.73M +$2.87M +31,601 +79%
DAS
259
Dynamic Advisor Solutions
Arizona
$6.71M +$259K +2,851 +4%
FNC
260
First National Corp
Massachusetts
$6.71M -$54.3K -598 -0.8%
PAMU
261
Pictet Asset Management (UK)
United Kingdom
$6.7M -$276K -3,045 -4%
HIM
262
Hanlon Investment Management
New Jersey
$6.65M -$5.88M -64,802 -48%
BCM
263
Brookstone Capital Management
Illinois
$6.65M +$1.34M +14,748 +26%
EW
264
Evoke Wealth
California
$6.62M +$6.45M +71,014 New
BRWM
265
B. Riley Wealth Management
Tennessee
$6.49M -$557K -6,134 -8%
JPG
266
Jordan Park Group
California
$6.43M -$472K -5,202 -7%
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$6.42M -$367K -4,046 -6%
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$6.42M +$795K +8,752 +15%
FM
269
Foster & Motley
Ohio
$6.39M +$92.1K +1,014 +2%
IFA
270
Interactive Financial Advisors
Illinois
$6.36M -$21.5K -237 -0.3%
VFA
271
Voya Financial Advisors
Connecticut
$6.25M +$484K +5,327 +9%
PCG
272
Private Capital Group
Connecticut
$6.21M +$224K +2,473 +4%
FAT
273
First American Trust
California
$6.21M +$903K +9,942 +18%
APA
274
American Portfolios Advisors
New York
$6.18M +$989K +10,894 +20%
BPWA
275
Beacon Pointe Wealth Advisors
California
$6.11M +$1.78M +19,612 +43%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.