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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 %
Victory Capital Management
476
Victory Capital Management
Texas
$565K 6,970 +6,970 New
SIA
477
Spruce Investment Advisors
Connecticut
$561K 6,932 +6,932 New
VV
478
Valentine Ventures
Oregon
$556K 6,866 +6,866 New
KFP
479
Keystone Financial Planning
Ohio
$552K 6,818 -107 -2%
QAM
480
Quantres Asset Management
Cayman Islands
$552K 6,812 +6,812 New
NC
481
NewSquare Capital
Pennsylvania
$544K 6,710 +642 +11%
SFT
482
Simmons First Trust
Arkansas
$543K 6,709 +188 +3%
QIM
483
Quest Investment Management
Oregon
$542K 6,695 +6,695 New
FANJ
484
Financial Architects (New Jersey)
New Jersey
$538K 6,644 -237 -3%
HIS
485
Horizon Investment Services
Indiana
$538K 6,641 +146 +2%
BC
486
Burney Company
Virginia
$536K 6,614 +100 +2%
BEAM
487
Baker Ellis Asset Management
Washington
$536K 6,616 +306 +5%
ACA
488
Anchor Capital Advisors
Massachusetts
$535K 6,600 +6,600 New
WA
489
Wealth Architects
California
$534K 6,591 +6,591 New
BTW
490
Boston Trust Walden
Massachusetts
$533K 6,575 +800 +14%
DAS
491
Dynamic Advisor Solutions
Arizona
$531K 6,558 +1,194 +22%
MMPW
492
Mitchell McLeod Pugh & Williams
Alabama
$528K 6,513 +6,513 New
BCM
493
Boltwood Capital Management
California
$527K 6,507 -5 -0.1%
BOTW
494
Bank of the West
California
$520K 6,417 +6,417 New
DIA
495
Denver Investment Advisors
Colorado
$519K 6,404 +223 +4%
GXMC
496
Global X Management Company
New York
$514K 6,345 +6,345 New
JIC
497
Johnson Investment Counsel
Ohio
$513K 6,339 +46 +0.7%
MCM
498
MAI Capital Management
Ohio
$513K 6,332 +126 +2%
DWT
499
Dorsey & Whitney Trust
South Dakota
$511K 6,307 – –
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$509K 6,281 +695 +12%
18 19
20
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