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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.14%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$236M
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
SGS
3
Sterling Global Strategies
California
$88M
4
Bank of America
4
Bank of America
North Carolina
$2.51B
5
Creative Planning
5
Creative Planning
Kansas
$369M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
WIM
2
Windhaven Investment Management
Massachusetts
$883M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$788M
5
EFS
5
Edelman Financial Services
Virginia
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
451
Capstone Financial Advisors
Illinois
$700K 8,648 -2,560 -23%
CDIA
452
Capital Directions Investment Advisors
Georgia
$700K 7,981 – –
UONDDL
453
University of Notre Dame du Lac
Indiana
$699K 8,624 +8,624 New
OIA
454
Optimum Investment Advisors
Illinois
$688K 8,489 – –
ATC
455
Argent Trust Company
Louisiana
$680K 8,390 -421 -5%
FNBT
456
FineMark National Bank & Trust
Florida
$643K 7,944 +477 +6%
RG
457
Renaissance Group
Kentucky
$634K 7,831 -1,043 -12%
HIM
458
Hanlon Investment Management
New Jersey
$628K 7,749 +2,802 +57%
SCG
459
Sonata Capital Group
Washington
$627K 7,745 +7,745 New
FHC
460
First Heartland Consultants
Missouri
$626K 7,727 +1,729 +29%
LIM
461
Loudon Investment Management
New Hampshire
$624K 7,700 – –
SWM
462
SVA Wealth Management
Wisconsin
$616K 7,600 +109 +1%
BTNA
463
Bremer Trust National Association
Minnesota
$611K 7,545 +1,829 +32%
CHP
464
Cable Hill Partners
Oregon
$611K 7,548 +7,548 New
BFO
465
Boston Family Office
Massachusetts
$607K 7,488 -335 -4%
NA
466
Nottingham Advisors
New York
$606K 7,495 +7,495 New
JWBC
467
J.W. Burns & Co
New York
$592K 7,306 -300 -4%
SIA
468
Stancorp Investment Advisers
Oregon
$592K 7,310 +7,310 New
BJL
469
Brighton Jones LLC
Washington
$591K 7,302 +354 +5%
RVP
470
Relative Value Partners
Illinois
$591K 7,302 +2,861 +64%
MMA
471
Miracle Mile Advisors
California
$591K 7,299 +7,299 New
PHS
472
Pekin Hardy Strauss
Illinois
$588K 7,260 +1,015 +16%
PCTC
473
Perkins Coie Trust Company
Washington
$578K 7,135 – –
NG
474
Northstar Group
New York
$576K 7,120 +7,120 New
SSWM
475
Sheets Smith Wealth Management
North Carolina
$565K 6,975 +63 +0.9%
17 18
19
20 21