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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 %
KIG
426
Kovitz Investment Group
Illinois
$865K -$9.94K -118 -1%
Simplex Trading
427
Simplex Trading
Illinois
$859K -$668K -7,922 -44%
AW
428
ACG Wealth
Georgia
$844K -$450K -5,335 -35%
TYCC
429
Texas Yale Capital Corp
Florida
$843K – – –
BHB
430
Bank Hapoalim BM
Israel
$839K -$3.22M -38,215 -79%
DIP
431
DT Investment Partners
Pennsylvania
$837K +$1.94K +23 +0.2%
SWM
432
SVA Wealth Management
Wisconsin
$834K +$194K +2,297 +30%
BCM
433
BTR Capital Management
California
$818K +$818K +9,699 New
FMW
434
Farr Miller & Washington
District of Columbia
$805K -$48.9K -580 -6%
CCT
435
Country Club Trust
Missouri
$771K -$94.4K -1,120 -11%
AAM
436
Aureus Asset Management
Massachusetts
$767K +$494K +5,864 +181%
OCM
437
One Capital Management
California
$758K +$283K +3,353 +60%
ZB
438
Zions Bancorporation
Utah
$755K +$755K +8,959 New
KFA
439
Kelleher Financial Advisors
New York
$748K -$515K -6,114 -41%
BTNA
440
Bremer Trust National Association
Minnesota
$743K +$107K +1,270 +17%
FANJ
441
Financial Architects (New Jersey)
New Jersey
$743K +$182K +2,163 +33%
UONDDL
442
University of Notre Dame du Lac
Indiana
$731K +$4.3K +51 +0.6%
EFS
443
Essex Financial Services
Connecticut
$725K +$319K +3,779 +78%
WPP
444
Whalerock Point Partners
Rhode Island
$724K +$426K +5,048 +143%
QIM
445
Quest Investment Management
Oregon
$719K +$155K +1,835 +27%
OIA
446
Optimum Investment Advisors
Illinois
$716K – – –
ACP
447
Ashfield Capital Partners
California
$711K +$184K +2,183 +35%
UFA
448
US Financial Advisors
Massachusetts
$705K -$105K -1,250 -13%
FTIOP
449
Fiduciary Trust International of Pennsylvania
Pennsylvania
$697K +$277K +3,283 +66%
AWP
450
Ascent Wealth Partners
New York
$688K -$806K -9,560 -54%
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