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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Colorado Capital Management
Colorado
$4.57M -$282K -3,108 -6%
F
327
Filament
Washington
$4.54M +$36.9K +407 +0.8%
SC
328
Sepio Capital
Utah
$4.53M -$6.36K -70 -0.1%
TFF
329
The Family Firm
Maryland
$4.49M -$149K -1,638 -3%
WPW
330
Waldron Private Wealth
Pennsylvania
$4.46M +$1.05M +11,520 +32%
BEC
331
Blue Edge Capital
Virginia
$4.42M -$3.81K -42 -0.1%
FCIM
332
Fairview Capital Investment Management
California
$4.41M +$71.7K +790 +2%
CAC
333
Certified Advisory Corp
Florida
$4.4M +$3.18K +35 +0.1%
SF
334
Synovus Financial
Georgia
$4.37M +$145K +1,602 +4%
QIM
335
Quest Investment Management
Oregon
$4.36M -$726 -8 -0%
CIC
336
Carnegie Investment Counsel
Ohio
$4.35M -$136K -1,494 -3%
FI
337
Financial Insights
Washington
$4.32M +$124K +1,361 +3%
FHA
338
First Horizon Advisors
Tennessee
$4.31M +$23.5K +259 +0.6%
PFO
339
Pathstone Family Office
New Jersey
$4.29M -$290K -3,197 -6%
STMM
340
South Texas Money Management
Texas
$4.29M -$27.6M -304,124 -87%
PFA
341
Paradigm Financial Advisors
Missouri
$4.27M +$104K +1,142 +3%
AF
342
Aldebaran Financial
$4.23M +$908K +10,005 +28%
LP
343
LGL Partners
Pennsylvania
$4.21M +$100K +1,105 +3%
AF
344
Alerus Financial
North Dakota
$4.19M +$2.62M +28,855 +179%
RTC
345
Riverview Trust Company
Washington
$4.18M
MIAN
346
Mariner Independent Advisor Network
Kansas
$4.18M -$1.45K -16 -0%
WCWM
347
Willow Creek Wealth Management
California
$4.13M -$251K -2,766 -6%
FPB
348
First PREMIER Bank
South Dakota
$4.13M -$291K -3,204 -7%
QCMNJ
349
Quantum Capital Management (New Jersey)
New Jersey
$4.12M +$104K +1,148 +3%
HAC
350
Harbor Advisory Corp
New Hampshire
$4.1M +$57.2K +630 +1%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.