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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
TAIM
351
TD Ameritrade Investment Management
Nebraska
$4.08M -$25.7K -283 -0.6%
I
352
INVST
Indiana
$4.07M -$2.06M -22,727 -34%
NNP
353
Nachman Norwood & Parrott
South Carolina
$4.04M -$34K -375 -0.9%
AF
354
Affiance Financial
Minnesota
$4.02M -$31K -342 -0.8%
MHS
355
M Holdings Securities
Oregon
$3.99M +$33.6K +370 +0.9%
CAL
356
Capital Advisors Ltd
Ohio
$3.98M +$275K +3,030 +8%
PA
357
Parallel Advisors
California
$3.98M +$1.68M +18,554 +77%
WT
358
Washington Trust
Rhode Island
$3.91M -$229K -2,523 -6%
LIA
359
LS Investment Advisors
Michigan
$3.91M +$43.1K +475 +1%
FF
360
Friedenthal Financial
New Jersey
$3.89M -$102K -1,123 -3%
SP
361
Symmetry Partners
Connecticut
$3.88M +$64.9K +715 +2%
ETI
362
Enterprise Trust & Investment
California
$3.88M +$481K +5,295 +15%
RBC
363
Roble Belko & Company
Pennsylvania
$3.88M +$406K +4,475 +12%
ASN
364
Advisory Services Network
Georgia
$3.87M
Capital Fund Management (CFM)
365
Capital Fund Management (CFM)
France
$3.87M +$3.77M +41,500 New
HT
366
Heritage Trust
Oklahoma
$3.85M -$38.5K -424 -1%
GWA
367
Guidant Wealth Advisors
Illinois
$3.83M +$204K +2,247 +6%
NFG
368
Next Financial Group
Texas
$3.81M +$44.2K +487 +1%
SWM
369
SVA Wealth Management
Wisconsin
$3.79M +$40.3K +444 +1%
SCM
370
Segantii Capital Management
Hong Kong
$3.73M +$3.63M +40,000 New
First Trust Advisors
371
First Trust Advisors
Illinois
$3.72M -$107K -1,180 -3%
LFG
372
LifePlan Financial Group
Ohio
$3.72M -$85.6K -943 -2%
PW
373
Peninsula Wealth
California
$3.72M +$36.4K +401 +1%
QCG
374
Quadrant Capital Group
Ohio
$3.71M
KF
375
Krilogy Financial
Missouri
$3.68M +$155K +1,709 +5%

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.