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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
EDRIA
326
Edmonds Duncan Registered Investment Advisors
Kansas
$3.11M +$197K +2,369 +7%
CWM
327
Cornerstone Wealth Management
Missouri
$3.1M -$13.9K -168 -0.4%
BAM
328
Bruderman Asset Management
New York
$3.1M +$216K +2,609 +7%
LFG
329
LifePlan Financial Group
Ohio
$3.1M +$422K +5,086 +16%
CWM
330
CMH Wealth Management
New Hampshire
$3.09M -$60.6K -730 -2%
CIM
331
Cambria Investment Management
California
$3.09M +$1.96M +23,668 +172%
PO
332
Private Ocean
California
$3.09M -$63.3K -763 -2%
PP
333
PagnatoKarp Partners
Virginia
$3.07M -$1.93M -23,231 -38%
RW
334
Rand Wealth
Maryland
$3.06M -$179K -2,163 -6%
UBG
335
United Bank (Georgia)
Georgia
$3.05M +$1.68M +20,250 +122%
ONB
336
Old National Bancorp
Indiana
$3.04M -$225K -2,709 -7%
Fiera Capital (Canada)
337
Fiera Capital (Canada)
Quebec, Canada
$3.02M +$2M +24,124 +193%
OC
338
Oppenheimer & Co
New York
$3M +$1.57M +18,956 +109%
FWIA
339
Fort Washington Investment Advisors
Ohio
$2.98M -$85.9K -1,035 -3%
GP
340
Girard Partners
Pennsylvania
$2.97M +$392K +4,726 +15%
CT
341
Coastline Trust
Rhode Island
$2.91M +$120K +1,450 +4%
Voloridge Investment Management
342
Voloridge Investment Management
Florida
$2.85M +$2.86M +34,500 New
DWM
343
Doyle Wealth Management
Florida
$2.85M +$2.86M +34,445 New
PFO
344
Pathstone Family Office
New Jersey
$2.84M -$1.91M -23,035 -40%
SIC
345
Sigma Investment Counselors
Michigan
$2.83M -$145K -1,742 -5%
AW
346
Alpha Windward
Massachusetts
$2.82M +$5.64K +68 +0.2%
HPC
347
HM Payson & Co
Maine
$2.81M -$326K -3,935 -10%
LFWA
348
LBJ Family Wealth Advisors
Texas
$2.8M +$20.4K +246 +0.7%
MFT
349
Moisand Fitzgerald Tamayo
Florida
$2.79M +$192K +2,310 +7%
HSBC Holdings
350
HSBC Holdings
United Kingdom
$2.79M +$2.8M +33,795 New

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.