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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 %
NC
476
NewSquare Capital
Pennsylvania
$590K +$24.7K +293 +4%
SSWM
477
Sheets Smith Wealth Management
North Carolina
$586K -$2.53K -30 -0.4%
SIA
478
Spruce Investment Advisors
Connecticut
$584K – – –
MMPW
479
Mitchell McLeod Pugh & Williams
Alabama
$582K +$32.6K +386 +6%
BEAM
480
Baker Ellis Asset Management
Washington
$581K +$23K +273 +4%
CA
481
Cambridge Advisors
Nebraska
$574K +$312K +3,700 +119%
MAS
482
Madden Advisory Services
Florida
$572K +$477K +5,656 +499%
WIC
483
Woodmont Investment Counsel
Tennessee
$571K +$177K +2,100 +45%
DAS
484
Dynamic Advisor Solutions
Arizona
$568K +$15.3K +182 +3%
AF
485
Allworth Financial
California
$565K +$140K +1,662 +33%
RTS
486
Round Table Services
New Jersey
$553K +$136K +1,610 +33%
WA
487
Wealth Architects
California
$552K -$3.71K -44 -0.7%
PP
488
Patten & Patten
Tennessee
$552K +$21.8K +259 +4%
BC
489
Burney Company
Virginia
$549K -$8.43K -100 -2%
BCM
490
Boltwood Capital Management
California
$549K – – –
DWT
491
Dorsey & Whitney Trust
South Dakota
$547K +$15.8K +187 +3%
VV
492
Valentine Ventures
Oregon
$546K -$27.9K -334 -5%
DWM
493
Destination Wealth Management
California
$546K +$72.1K +854 +15%
MA
494
MUFG Americas
New York
$545K -$204K -2,421 -27%
NG
495
Northstar Group
New York
$545K -$54.8K -650 -9%
WSFS
496
Wilmington Savings Fund Society
Delaware
$538K +$30.7K +364 +6%
MCM
497
MAI Capital Management
Ohio
$534K – – –
TH
498
Timber Hill
Connecticut
$530K +$530K +6,286 New
RCAG
499
Rehmann Capital Advisory Group
Michigan
$526K +$69.6K +825 +15%
BB
500
Busey Bank
Illinois
$522K +$30.1K +357 +6%
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