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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
YIA
401
YHB Investment Advisors
Connecticut
$2.21M +$53.4K +644 +2%
PFS
402
Prospera Financial Services
Texas
$2.2M -$14.3K -172 -0.6%
SDWMA
403
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.18M -$749K -9,033 -26%
CONA
404
Capital One National Association
New York
$2.18M -$60.4K -728 -3%
AP
405
Appleton Partners
Massachusetts
$2.15M -$574K -6,925 -21%
CFA
406
CT Financial Advisors
Pennsylvania
$2.15M +$26K +313 +1%
RMAM
407
Raab & Moskowitz Asset Management
New Jersey
$2.15M -$23.7K -286 -1%
TF
408
Tompkins Financial
New York
$2.15M -$38.7K -467 -2%
RCA
409
Rowland Carmichael Advisors
Arizona
$2.13M +$129K +1,556 +6%
RFM
410
Royal Fund Management
Florida
$2.12M +$1.42M +17,114 +199%
WFG
411
Windsor Financial Group
Minnesota
$2.1M +$136K +1,642 +7%
MIM
412
Marco Investment Management
Georgia
$2.1M +$2.07K +25 +0.1%
CA
413
Cambridge Associates
Massachusetts
$2.05M +$2.06M +24,858 New
FAM
414
Foothills Asset Management
Arizona
$2.05M -$123K -1,480 -6%
NB
415
NBT Bank
New York
$2.04M +$60.2K +726 +3%
Nomura Asset Management
416
Nomura Asset Management
Japan
$2.03M +$2.04M +24,600 New
PCP
417
Proficio Capital Partners
Massachusetts
$2.03M +$1.63M +19,660 +415%
HCMT
418
Highland Capital Management (Tennessee)
Tennessee
$2.03M +$619K +7,465 +44%
IFS
419
Ifrah Financial Services
Arkansas
$2.02M -$36.2K -436 -2%
CWM
420
Concentric Wealth Management
California
$2.02M +$77.2K +931 +4%
AMG
421
Asset Management Group
Connecticut
$2.01M +$108K +1,298 +6%
PWMAG
422
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M -$304K -3,665 -13%
FNBOO
423
First National Bank of Omaha
Nebraska
$1.99M +$129K +1,559 +7%
AA
424
Advisory Alpha
Michigan
$1.99M +$299K +3,610 +18%
RBC
425
Ronald Blue & Co
Georgia
$1.99M +$355K +4,276 +22%

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.