We are live on ! Find out more
VNQ icon

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
CTA
301
Chesley Taft & Associates
Illinois
$3.76M -$88.8K -1,070 -2%
CIM
302
Confluence Investment Management
Missouri
$3.75M +$485K +5,846 +15%
EF
303
Empirical Finance
Pennsylvania
$3.73M +$1.74M +20,971 +92%
EA
304
Elm Advisors
California
$3.73M +$56.4K +680 +2%
LNB
305
Ledyard National Bank
$3.66M +$540K +6,505 +17%
Bessemer Group
306
Bessemer Group
New Jersey
$3.63M +$301K +3,628 +9%
CSM
307
CAMG Solamere Management
North Carolina
$3.62M +$265K +3,195 +8%
AP
308
AHL Partners
United Kingdom
$3.62M +$2.22M +26,771 +157%
FMBTD
309
First Midwest Bank Trust Division
Illinois
$3.57M -$2.63M -31,716 -42%
PCIG
310
Partners Capital Investment Group
Massachusetts
$3.56M +$3.5M +42,163 +4,471%
TFF
311
The Family Firm
Maryland
$3.55M -$56.1K -676 -2%
EA
312
Efficient Advisors
Ohio
$3.42M -$309K -3,725 -8%
QCG
313
Quadrant Capital Group
Ohio
$3.4M +$422K +5,088 +14%
FPFS
314
First Personal Financial Services
North Carolina
$3.32M +$205K +2,466 +7%
DG
315
Davidson & Garrard
Virginia
$3.3M -$333K -4,009 -9%
TAT
316
TD Ameritrade Trust
Colorado
$3.29M +$3.31M +39,868 New
AIS
317
American Investment Services
Massachusetts
$3.28M -$82.5K -995 -2%
SWM
318
SVA Wealth Management
Wisconsin
$3.26M +$1.37M +16,543 +72%
HA
319
Harfst & Associates
Wyoming
$3.21M -$4.32M -52,130 -57%
RIA
320
Regal Investment Advisors
Michigan
$3.2M -$455K -5,480 -12%
FFEC
321
First Financial Equity Corporation
Arizona
$3.17M +$3.21M +38,642 New
VAM
322
Visionary Asset Management
Texas
$3.17M +$50.3K +606 +2%
PA
323
Paracle Advisors
Washington
$3.17M -$3.7M -44,585 -54%
CCA
324
Clearwater Capital Advisors
Illinois
$3.15M +$154K +1,854 +5%
WI
325
WrapManager Inc
California
$3.13M +$488K +5,880 +18%

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.