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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PSI Advisors
Florida
$4.23M +$227K +2,999 +6%
LFA
302
Landmark Financial Advisors
Kentucky
$4.22M -$3.08M -40,617 -44%
RIA
303
Regal Investment Advisors
Michigan
$4.2M +$2.16M +28,554 +115%
KOMWMG
304
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.14M -$46.4K -612 -1%
AL
305
Aspiriant LLC
California
$4.13M -$26.4M -347,974 -87%
ETI
306
Enterprise Trust & Investment
California
$4.11M -$59.2K -781 -1%
EGWAG
307
Elwood & Goetz Wealth Advisory Group
Georgia
$4.1M +$552K +7,287 +16%
SP
308
Symmetry Partners
Connecticut
$4.08M +$181K +2,392 +5%
KP
309
Keel Point
Alabama
$4.08M +$308K +4,063 +8%
ECM
310
ExodusPoint Capital Management
New York
$4.08M -$7.48M -98,666 -66%
CCM
311
Colorado Capital Management
Colorado
$4.04M -$155K -2,050 -4%
MA
312
Montag & Associates
Georgia
$4.01M -$127K -1,676 -3%
FAT
313
First American Trust
California
$3.99M -$802K -10,579 -17%
LIA
314
LS Investment Advisors
Michigan
$3.98M -$136K -1,800 -3%
PAMU
315
Pictet Asset Management (UK)
United Kingdom
$3.95M -$2.08M -27,393 -35%
HTC
316
Haverford Trust Company
Pennsylvania
$3.93M -$79.6K -1,050 -2%
GLA
317
Great Lakes Advisors
Illinois
$3.93M -$580K -7,652 -13%
PFA
318
Paradigm Financial Advisors
Missouri
$3.93M +$60K +792 +2%
PCG
319
Private Capital Group
Connecticut
$3.92M +$183K +2,410 +5%
KeyBank National Association
320
KeyBank National Association
Ohio
$3.92M -$232K -3,054 -6%
QCG
321
Quadrant Capital Group
Ohio
$3.92M +$789K +10,406 +26%
LFG
322
Larson Financial Group
Missouri
$3.91M +$1.62M +21,402 +75%
BAM
323
Baldrige Asset Management
Pennsylvania
$3.88M +$2.81K +37 +0.1%
F
324
Filament
Washington
$3.87M -$46.5K -613 -1%
EI
325
Ellevest Inc
New York
$3.84M +$82.9K +1,094 +2%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.