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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
PWMAG
426
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$486K +5,356 +20%
BL
427
Balentine LLC
Georgia
$2.95M -$41.9K -462 -1%
SSB
428
Sandy Spring Bank
Maryland
$2.95M +$59.6K +657 +2%
FAN
429
Financial Advisors Network
California
$2.94M +$75.1K +827 +3%
CG
430
Cutler Group
California
$2.94M +$1.4M +15,400 +96%
DPI
431
Diversified Portfolios Inc
Michigan
$2.9M -$92.6K -1,020 -3%
TF
432
Tompkins Financial
New York
$2.84M -$60.4K -665 -2%
TWP
433
Total Wealth Planning
Ohio
$2.82M -$12K -132 -0.4%
VWA
434
VERITY Wealth Advisors
United States
$2.82M -$40.5K -446 -1%
AWM
435
AE Wealth Management
Kansas
$2.8M -$5.34M -58,868 -66%
GMA
436
Goldstein Munger & Associates
California
$2.77M
BL
437
BFSG LLC
California
$2.76M +$662K +7,295 +33%
EI
438
Ellevest Inc
New York
$2.76M +$2.26M +24,905 +535%
FNBOO
439
First National Bank of Omaha
Nebraska
$2.72M +$267K +2,938 +11%
WCM
440
Windham Capital Management
Massachusetts
$2.69M -$98.5K -1,085 -4%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$2.68M
IWM
442
IHT Wealth Management
Illinois
$2.64M +$185K +2,039 +8%
GA
443
Greytown Advisors
Florida
$2.64M +$3.18K +35 +0.1%
WCG
444
Wall Capital Group
Arizona
$2.63M +$39.3K +433 +2%
WTC
445
WhitTier Trust Company
Nevada
$2.63M
IFWM
446
Institute for Wealth Management
Colorado
$2.6M -$104K -1,149 -4%
TWA
447
TCI Wealth Advisors
Arizona
$2.58M +$2.81K +31 +0.1%
VanEck Associates
448
VanEck Associates
New York
$2.57M +$2.5M +27,580 New
WMA
449
Wealth Management Associates
New Jersey
$2.56M -$30.7K -338 -1%
REMS
450
Real Estate Management Services
$2.56M -$1.39M -15,300 -36%

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.