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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,015 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.48%
New
95
Increased
374
Reduced
446
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$369M
2
Deutsche Bank
2
Deutsche Bank
Germany
$140M
3
Morgan Stanley
3
Morgan Stanley
New York
$636M
4
Creative Planning
4
Creative Planning
Kansas
$349M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$59.1M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$413M
2
Bank of America
2
Bank of America
North Carolina
$1.19B
3
Wells Fargo
3
Wells Fargo
California
$3.61B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$182M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
301
JFS Wealth Advisors
Pennsylvania
$3.16M -$61.4K -813 -2%
EIG
302
Ellenbecker Investment Group
Wisconsin
$3.16M +$127K +1,679 +4%
FCIM
303
Fairview Capital Investment Management
California
$3.13M +$192K +2,550 +7%
PW
304
Peninsula Wealth
California
$3.13M +$3.13M +41,459 New
LFG
305
LifePlan Financial Group
Ohio
$3.08M +$110K +1,463 +4%
FPFS
306
First Personal Financial Services
North Carolina
$3.06M -$57.6K -763 -2%
SHGA
307
Sand Hill Global Advisors
California
$3.05M -$22M -291,713 -88%
VM
308
VPR Management
Texas
$3.05M – – –
Bessemer Group
309
Bessemer Group
New Jersey
$3.01M -$531K -7,033 -15%
KF
310
Krilogy Financial
Missouri
$2.99M -$364K -4,827 -11%
AWM
311
AE Wealth Management
Kansas
$2.97M +$380K +5,036 +15%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$2.95M +$29.1K +386 +1%
EVM
313
Eaton Vance Management
Massachusetts
$2.94M +$808K +10,711 +38%
Invesco
314
Invesco
Georgia
$2.93M -$41.9K -555 -1%
CAL
315
Capital Analysts LLC
Pennsylvania
$2.91M -$4.48M -59,334 -61%
HAC
316
Harbor Advisory Corp
New Hampshire
$2.89M +$195K +2,580 +7%
NA
317
Nottingham Advisors
New York
$2.87M +$155K +2,054 +6%
CWM
318
Capital Wealth Management
Rhode Island
$2.83M -$258K -3,413 -8%
CT
319
Coastline Trust
Rhode Island
$2.8M +$7.17K +95 +0.3%
ECM
320
Exchange Capital Management
Michigan
$2.8M +$19.1K +253 +0.7%
WP
321
WealthSource Partners
California
$2.8M -$2.65M -35,090 -49%
CB
322
Community Bank
New York
$2.75M – – –
BEAM
323
Baker Ellis Asset Management
Washington
$2.72M -$14.2K -188 -0.5%
TFA
324
Toth Financial Advisory
Virginia
$2.72M -$858K -11,370 -24%
BFM
325
Broadview Financial Management
Wisconsin
$2.72M +$41.1K +544 +2%
11 12
13
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