We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 177

27% more funds holding in top 10

Funds holding in top 10: 97123 (+26)

18% more funds holding

Funds holding: 609717 (+108)

16% more capital invested

Capital invested by funds: $13.4B → $15.6B (+$2.2B)

0.1% more ownership

Funds ownership: 57.47%57.58% (+0.1%)

87% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $127M

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.13%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
326
Ifrah Financial Services
Arkansas
$2.19M -$94.2K -1,201 -4%
CPIG
327
Chicago Partners Investment Group
Illinois
$2.19M +$2.12M +27,062 New
RJT
328
Raymond James Trust
Florida
$2.14M +$498K +6,342 +32%
BSWM
329
Boston Standard Wealth Management
Massachusetts
$2.14M +$2.85M +36,296 New
WA
330
Winfield Associates
Ohio
$2.13M +$227K +2,892 +12%
FNBOO
331
First National Bank of Omaha
Nebraska
$2.1M -$102K -1,295 -5%
USAA
332
United Services Automobile Association
Texas
$2.1M -$44.6K -569 -2%
CB
333
Community Bank
New York
$2.09M +$2.03M +25,825 New
AT
334
Arden Trust
Delaware
$2.08M +$1.59M +20,314 +374%
MIM
335
Marco Investment Management
Georgia
$2.06M
WB
336
Webster Bank
Connecticut
$2.03M +$360K +4,587 +22%
NFG
337
Next Financial Group
Texas
$1.99M -$152K -1,942 -7%
PMG
338
ProVise Management Group
Florida
$1.98M +$67.6K +862 +4%
HPC
339
HM Payson & Co
Maine
$1.98M +$82K +1,045 +4%
FFBTD
340
First Financial Bank - Trust Division
Ohio
$1.98M +$625K +7,966 +49%
NB
341
NBT Bank
New York
$1.97M -$10.5K -134 -0.5%
Nomura Asset Management
342
Nomura Asset Management
Japan
$1.97M -$5.57M -70,990 -75%
DHFB
343
Dixon Hubard Feinour & Brown
Virginia
$1.93M +$117K +1,485 +7%
GC
344
Garde Capital
Washington
$1.93M +$1.09M +13,926 +140%
I
345
IberiaBank
Louisiana
$1.92M +$24.6K +313 +1%
CIC
346
Cutler Investment Counsel
Oregon
$1.91M +$34.9K +445 +2%
DLCIG
347
D.L. Carlson Investment Group
New Hampshire
$1.82M +$202K +2,575 +13%
IFA
348
Interactive Financial Advisors
Illinois
$1.82M +$1.51M +19,188 +585%
BHTS
349
Bar Harbor Trust Services
Maine
$1.79M -$214K -2,728 -11%
CWM
350
Concert Wealth Management
California
$1.78M +$1.02M +12,987 +141%

VNQ Hedge Fund Activity: Q4 2014 in Review

717 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2014, worth a combined $15.6B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new VNQ positions and 21 closed out — a net gain of 119 holders — while 320 added to existing stakes and 177 trimmed.

The largest buyer was Wells Fargo, adding an estimated $86.8M. The largest seller was JP Morgan Chase, cutting an estimated $256M.

  • 717 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2014, up from 609 in Q3 2014.
  • Funds reported $15.6B of Vanguard Real Estate ETF stock for Q4 2014, up 16% quarter-over-quarter.
  • 140 funds opened new Vanguard Real Estate ETF positions in Q4 2014 and 21 closed out, a net change of +119 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2014 was Wells Fargo, an estimated $86.8M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2014 was JP Morgan Chase, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2014.