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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
TFA
401
Toth Financial Advisory
Virginia
$3.32M -$50.1K -552 -2%
HTC
402
Haverford Trust Company
Pennsylvania
$3.31M -$73.4K -809 -2%
RPC
403
Rossmore Private Capital
Connecticut
$3.3M +$314K +3,461 +11%
PWP
404
Principle Wealth Partners
Connecticut
$3.29M +$234K +2,574 +8%
AMG
405
Asset Management Group
Connecticut
$3.27M +$53.6K +590 +2%
AIM
406
Aspen Investment Management
Michigan
$3.25M +$12.2K +134 +0.4%
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$3.24M +$123K +1,359 +4%
DWM
408
Doyle Wealth Management
Florida
$3.24M +$110K +1,216 +4%
LNB
409
Ledyard National Bank
$3.23M -$2.81K -31 -0.1%
BFM
410
Broadview Financial Management
Wisconsin
$3.22M +$255K +2,814 +9%
EDRIA
411
Edmonds Duncan Registered Investment Advisors
Kansas
$3.22M -$199K -2,195 -6%
SFSIG
412
San Francisco Sentry Investment Group
California
$3.21M +$66.3K +730 +2%
VAM
413
Verity Asset Management
North Carolina
$3.17M +$323K +3,560 +12%
WS
414
Wedbush Securities
California
$3.13M +$527K +5,807 +21%
EF
415
Empirical Finance
Pennsylvania
$3.13M -$801K -8,822 -21%
AA
416
Alesco Advisors
New York
$3.12M -$68K -749 -2%
Betterment LLC
417
Betterment LLC
New York
$3.12M
CWM
418
CMH Wealth Management
New Hampshire
$3.1M +$23.1K +255 +0.8%
CL
419
CPWM LLC
Washington
$3.08M -$6.54K -72 -0.2%
GP
420
Girard Partners
Pennsylvania
$3.07M -$883K -9,724 -23%
TSS
421
Two Sigma Securities
New York
$3.06M +$2.98M +32,774 New
EMPI
422
Elo Mutual Pension Insurance
Finland
$3.05M
WLIM
423
White Lighthouse Investment Management
Massachusetts
$3.05M +$236K +2,597 +9%
IC
424
Iconiq Capital
California
$3.03M +$317K +3,491 +12%
GRP
425
Global Retirement Partners
California
$2.99M +$201K +2,212 +7%

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.