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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

788 hedge funds and large institutions have $17.1B invested in Vanguard Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 348 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+20
Holders Change %
+2.6%
% of All Funds
21.03%
Holding in Top 10
122
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.67%
% of All Funds
3.26%
New
74
Increased
348
Reduced
274
Closed
45
Calls
$95.8M
Puts
$495M
Net Calls
-$399M
Net Calls Change
-$41M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.86B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$175M
3
State Street
3
State Street
Massachusetts
$294M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$85.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$211M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$490M
2
UBS Group
2
UBS Group
Switzerland
$176M
3
USAA
3
United Services Automobile Association
Texas
$66.3M
4
SF
4
Synovus Financial
Georgia
$618K
5
CS
5
Credit Suisse
Switzerland
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
451
AGF Investments Inc
Ontario, Canada
$1.01M +$490K +5,850 +93%
BFS
452
Bradley Foster & Sargent
Connecticut
$1.01M +$18.9K +226 +2%
JIC
453
Johnson Investment Counsel
Ohio
$1M +$287K +3,423 +40%
IA
454
IndexIQ Advisors
New York
$1M -$69.9K -834 -7%
VC
455
Vicus Capital
Pennsylvania
$1M -$32.9K -393 -3%
IAM
456
Integre Asset Management
New York
$992K -$9.89K -118 -1%
OAM
457
Occidental Asset Management
California
$989K -$59.4K -709 -6%
SFG
458
SNS Financial Group
Minnesota
$987K -$24K -286 -2%
LS
459
Lattice Strategies
Pennsylvania
$986K -$1.46M -17,421 -60%
LGWM
460
Litman Gregory Wealth Management
California
$985K -$85.1K -1,016 -8%
PFP
461
Pinnacle Financial Partners
Tennessee
$973K +$515K +6,146 +112%
ZF
462
Zhang Financial
Michigan
$960K -$19.5K -233 -2%
CW
463
Cobiz Wealth
Colorado
$953K +$54.4K +649 +6%
RVPG
464
Relative Value Partners Group
$949K – – –
CI
465
Cavalier Investments
Georgia
$945K -$128K -1,533 -12%
IWM
466
Integrated Wealth Management
California
$942K +$281K +3,348 +42%
SAM
467
Summit Asset Management
Tennessee
$940K +$84 +1 +0%
SHA
468
Smith Hayes Advisers
Nebraska
$920K +$50.7K +605 +6%
WPP
469
Whalerock Point Partners
Rhode Island
$920K +$161K +1,925 +21%
GWM
470
Greenwich Wealth Management
Connecticut
$917K +$624K +9,890 +213%
MHIC
471
Marble Harbor Investment Counsel
Massachusetts
$907K – – –
BA
472
Boston Advisors
Massachusetts
$900K +$29K +346 +3%
QCMC
473
Quantum Capital Management (California)
California
$895K +$8.21K +98 +0.9%
F
474
Filament
Washington
$893K -$24.5K -292 -3%
GWM
475
Gupta Wealth Management
California
$877K -$84.9K -1,013 -9%
17 18
19
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