We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

851 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 413 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 279

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 127137 (+10)

2% more funds holding

Funds holding: 837851 (+14)

3% less capital invested

Capital invested by funds: $19.5B → $18.9B (-$597M)

3.05% less ownership

Funds ownership: 57.22%54.17% (-3.1%)

79% less call options, than puts

Call options by funds: $118M | Put options by funds: $554M

Holders
851
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
22.7%
Holding in Top 10
137
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.87%
% of All Funds
3.65%
New
65
Increased
413
Reduced
279
Closed
44
Calls
$118M
Puts
$554M
Net Calls
-$436M
Net Calls Change
-$678M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
376
Windsor Capital Management
Arizona
$2.22M +$341K +3,821 +18%
MIM
377
Marco Investment Management
Georgia
$2.2M
Invesco
378
Invesco
Georgia
$2.18M +$107K +1,203 +5%
RJT
379
Raymond James Trust
Florida
$2.17M +$36.6K +410 +2%
DJSG
380
D.J. St. Germain
Massachusetts
$2.16M +$580K +6,505 +35%
FAT
381
First American Trust
California
$2.14M +$894K +10,018 +68%
TH
382
Timber Hill
Connecticut
$2.13M -$3.32M -37,259 -60%
FNBOO
383
First National Bank of Omaha
Nebraska
$2.13M -$5.08K -57 -0.2%
WI
384
Wintrust Investments
Illinois
$2.13M +$91.7K +1,028 +4%
AT
385
Arden Trust
Delaware
$2.1M +$2.15M +24,151 New
GA
386
Geneva Advisors
Illinois
$2.09M -$168K -1,881 -7%
AWM
387
Arbor Wealth Management
Florida
$2.09M +$60.4K +677 New
EC
388
Estate Counselors
Wisconsin
$2.08M +$33.9K +380 +2%
WA
389
Winfield Associates
Ohio
$2.07M +$203K +2,275 +11%
LIA
390
LBMC Investment Advisors
Tennessee
$2.06M +$132K +1,484 +7%
Comerica Bank
391
Comerica Bank
Texas
$2.05M -$286K -3,210 -11%
PP
392
Prudential plc
United Kingdom
$2.04M -$497K -5,573 -19%
JMPWA
393
JP Morgan Private Wealth Advisors
California
$2.03M +$220K +2,471 +12%
GWA
394
Guidant Wealth Advisors
Illinois
$2M +$2.12M +23,801 New
WA1
395
Wimmer Associates 1
California
$1.93M -$235K -2,630 -11%
GP
396
Girard Partners
Pennsylvania
$1.93M +$707K +7,921 +55%
BCM
397
Brookstone Capital Management
Illinois
$1.9M +$621K +6,967 +47%
RWA
398
Ropes Wealth Advisors
Massachusetts
$1.9M +$335K +3,750 +21%
GAG
399
GM Advisory Group
New York
$1.89M -$124K -1,390 -6%
WFG
400
Windsor Financial Group
Minnesota
$1.87M +$46K +516 +2%

VNQ Hedge Fund Activity: Q3 2016 in Review

851 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2016, worth a combined $18.9B — down 3.1% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VNQ positions and 44 closed out — a net gain of 21 holders — while 413 added to existing stakes and 279 trimmed.

The largest buyer was Bank of America, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $423M.

  • 851 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2016, up from 837 in Q2 2016.
  • Funds reported $18.9B of Vanguard Real Estate ETF stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 65 funds opened new Vanguard Real Estate ETF positions in Q3 2016 and 44 closed out, a net change of +21 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2016 was Bank of America, an estimated $151M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2016 was Wells Fargo, an estimated $423M sold.

Based on aggregated 13F filings for Q3 2016.