VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

730 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 313 increasing their positions, 259 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
19.47%
Holding in Top 10
121
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.63%
% of All Funds
3.23%
New
77
Increased
313
Reduced
259
Closed
56
Calls
$50.6M
Puts
$646M
Net Calls
-$596M
Net Calls Change
-$485M

Top Buyers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.3M
3
Bank of America
Bank of America
North Carolina
+$57.6M
4
SWA
SFMG Wealth Advisors
Texas
+$55M
5
Ameriprise
Ameriprise
Minnesota
+$46.2M

Top Sellers

1
HS
HighVista Strategies
Massachusetts
-$148M
2
WIM
Windhaven Investment Management
Massachusetts
-$124M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$98.1M
4
Morgan Stanley
Morgan Stanley
New York
-$97.5M
5
SGS
Sterling Global Strategies
California
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
401
Bradley Foster & Sargent
Connecticut
$1.09M +$25.3K +300 +2%
MBT
402
Montecito Bank & Trust
California
$1.07M -$51.8K -615 -5%
HSBC Holdings
403
HSBC Holdings
United Kingdom
$1.06M +$217K +2,579 +26%
CW
404
Cobiz Wealth
Colorado
$1.03M +$144K +1,709 +16%
HH
405
Hilltop Holdings
Texas
$1.02M +$222K +2,638 +28%
SAM
406
Sawgrass Asset Management
Florida
$1.01M – – –
ANBT
407
American National Bank & Trust
Texas
$1M -$10.1K -120 -1%
F
408
Filament
Washington
$967K -$17.7K -210 -2%
AFG
409
Arkansas Financial Group
Arkansas
$947K -$16.4K -195 -2%
ZIM
410
Zacks Investment Management
Illinois
$942K -$162K -1,918 -15%
HIM
411
Hanlon Investment Management
New Jersey
$936K +$278K +3,273 +42%
DSC
412
Duncker Streett & Co
Missouri
$935K – – –
EWM
413
Evercore Wealth Management
New York
$935K +$935K +11,111 New
BAAM
414
Baker Avenue Asset Management
California
$934K +$16K +190 +2%
SAM
415
Summit Asset Management
Tennessee
$933K – – –
CWM
416
Concert Wealth Management
California
$928K +$111K +3,027 +14%
VCM
417
Vision Capital Management
Oregon
$928K +$928K +11,011 New
MHIC
418
Marble Harbor Investment Counsel
Massachusetts
$920K +$9.69K +115 +1%
FWCM
419
Ferguson Wellman Capital Management
Oregon
$915K -$83.7K -993 -8%
CCM
420
Catawba Capital Management
Virginia
$912K -$129K -1,530 -12%
QCMC
421
Quantum Capital Management (California)
California
$909K -$4.13K -49 -0.5%
DWM
422
Dakota Wealth Management
Florida
$904K +$11.6K +137 +1%
PCM
423
Palisade Capital Management
New Jersey
$885K +$885K +10,500 New
GA
424
GFS Advisors
Texas
$878K -$87.8K -1,042 -9%
HIS
425
Horizon Investment Services
Indiana
$874K +$314K +3,730 +56%
15 16
17
18 19