We are live on ! Find out more
VNQ icon

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
BBA
276
BLB&B Advisors
Pennsylvania
$5.97M -$9.74M -107,273 -63%
SIA
277
Starfire Investment Advisers
Michigan
$5.93M +$5.77M +63,594 New
SRSA
278
S.R. Schill & Associates
Washington
$5.92M -$244K -2,691 -4%
JFGLC
279
Johnson Financial Group LLC (Colorado)
Colorado
$5.86M -$694K -7,640 -11%
FHB
280
First Hawaiian Bank
Hawaii
$5.8M -$70.4K -775 -1%
RWM
281
Ritholtz Wealth Management
New York
$5.74M -$132K -1,456 -2%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$5.73M +$67.2K +740 +1%
RIA
283
Regal Investment Advisors
Michigan
$5.73M -$135K -1,492 -2%
CASB
284
Cape Ann Savings Bank
Massachusetts
$5.67M -$93.7K -1,032 -2%
LIA
285
LBMC Investment Advisors
Tennessee
$5.6M +$421K +4,641 +8%
RJT
286
Raymond James Trust
Florida
$5.56M +$2.37M +26,122 +78%
MCM
287
MAI Capital Management
Ohio
$5.53M +$323K +3,563 +6%
KeyBank National Association
288
KeyBank National Association
Ohio
$5.5M +$273K +3,010 +5%
CJA
289
C-J Advisory
California
$5.41M +$37.6K +414 +0.7%
RT
290
Rockland Trust
Massachusetts
$5.35M -$56.8K -626 -1%
HWMG
291
Hurlow Wealth Management Group
Indiana
$5.33M +$915K +10,080 +21%
G
292
GenTrust
Florida
$5.33M +$130K +1,435 +3%
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$5.28M +$256K +2,822 +5%
SFPM
294
Sensible Financial Planning & Management
Massachusetts
$5.25M -$369K -4,061 -7%
KA
295
Klingman & Associates
New York
$5.22M -$38.5K -424 -0.8%
ECM
296
Evergreen Capital Management
Washington
$5.2M +$24.2K +267 +0.5%
VM
297
VPR Management
Texas
$5.15M +$1.35M +14,900 +37%
PFM
298
Peak Financial Management
Massachusetts
$5.14M +$27.8K +306 +0.6%
RCIM
299
Red Cedar Investment Management
Michigan
$5.08M +$65.3K +719 +1%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$5.08M -$6.12M -67,456 -55%

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.