We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

836 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 391 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

88% more call options, than puts

Call options by funds: $518M | Put options by funds: $276M

53% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.1B → $19.5B (+$2.49B)

6% more funds holding

Funds holding: 790836 (+46)

4% more funds holding in top 10

Funds holding in top 10: 122127 (+5)

0.08% less ownership

Funds ownership: 57.31%57.22% (-0.08%)

Holders
836
Holders Change
+46
Holders Change %
+5.82%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
391
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Regal Investment Advisors
Michigan
$3.37M -$3.85M -45,805 -55%
HPC
302
HM Payson & Co
Maine
$3.36M -$75.6K -900 -2%
EDRIA
303
Edmonds Duncan Registered Investment Advisors
Kansas
$3.35M +$65.4K +778 +2%
DADC
304
D.A. Davidson & Co
Montana
$3.29M +$419K +4,982 +16%
FPFS
305
First Personal Financial Services
North Carolina
$3.23M -$20.1K -239 -0.7%
QCG
306
Quadrant Capital Group
Ohio
$3.22M -$22.7K -270 -0.7%
OC
307
Oppenheimer & Co
New York
$3.18M +$1.43M +17,034 +90%
CCA
308
Clearwater Capital Advisors
Illinois
$3.18M +$2.99M +35,570 New
Bessemer Group
309
Bessemer Group
New Jersey
$3.15M -$282K -3,350 -9%
SIC
310
Sigma Investment Counselors
Michigan
$3.1M +$214K +2,552 +8%
DLCIG
311
D.L. Carlson Investment Group
New Hampshire
$3.09M +$9.66K +115 +0.3%
BHB
312
Bank Hapoalim BM
Israel
$3.04M +$2.88M +34,297 New
LFG
313
LifePlan Financial Group
Ohio
$2.97M +$253K +3,009 +10%
WI
314
WrapManager Inc
California
$2.95M -$815K -9,700 -23%
AW
315
Alpha Windward
Massachusetts
$2.91M -$108K -1,284 -4%
LFWA
316
LBJ Family Wealth Advisors
Texas
$2.9M +$24.5K +292 +0.9%
CPIG
317
Chicago Partners Investment Group
Illinois
$2.9M +$7.23K +86 +0.3%
BAM
318
Bruderman Asset Management
New York
$2.89M +$1.12M +13,348 +69%
BEC
319
Blue Edge Capital
Virginia
$2.89M +$722K +8,588 +36%
BCMIO
320
Beacon Capital Management Inc (Ohio)
Ohio
$2.88M +$1.05M +12,530 +63%
GMA
321
Goldstein Munger & Associates
California
$2.86M -$82.6K -983 -3%
HT
322
HighTower Trust
Texas
$2.84M +$2.69M +32,000 New
IP
323
Investment Partners
Ohio
$2.79M -$108K -1,291 -4%
CCMH
324
Cornerstone Capital Management Holdings
New York
$2.79M -$1.44M -17,113 -35%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$2.78M -$148K -1,762 -5%

VNQ Hedge Fund Activity: Q2 2016 in Review

836 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2016, worth a combined $19.5B — up 15% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new VNQ positions and 37 closed out — a net gain of 54 holders — while 391 added to existing stakes and 255 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $244M. The largest seller was AllianceBernstein, cutting an estimated $89.5M.

  • 836 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2016, up from 790 in Q1 2016.
  • Funds reported $19.5B of Vanguard Real Estate ETF stock for Q2 2016, up 15% quarter-over-quarter.
  • 91 funds opened new Vanguard Real Estate ETF positions in Q2 2016 and 37 closed out, a net change of +54 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2016 was Windhaven Investment Management, an estimated $244M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2016 was AllianceBernstein, an estimated $89.5M sold.

Based on aggregated 13F filings for Q2 2016.