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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$490M
2
UBS Group
UBS Group
Switzerland
$176M
3
USAA
United Services Automobile Association
Texas
$66.3M
4
SF
Synovus Financial
Georgia
$618K
5
CS
Credit Suisse
Switzerland
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
476
Arkansas Financial Group
Arkansas
$867K – – –
GI
477
Glovista Investments
New Jersey
$863K -$126K -1,500 -13%
HFA
478
High Falls Advisors
New York
$863K -$87.4K -1,044 -9%
MFW
479
Mosaic Family Wealth
Missouri
$857K -$269K -3,214 -24%
ACM
480
Argentus Capital Management
Texas
$853K -$20.1K -240 -2%
WAM
481
Wealthspire Advisors (Maryland)
Maryland
$847K +$249K +2,972 +42%
DWM
482
Dakota Wealth Management
Florida
$838K -$33.1K -395 -4%
JWBC
483
J.W. Burns & Co
New York
$832K +$288K +3,443 +53%
BCM
484
BTR Capital Management
California
$830K -$73.9K -881 -8%
BJL
485
Brighton Jones LLC
Washington
$827K +$124K +1,475 +18%
FMW
486
Farr Miller & Washington
District of Columbia
$821K +$21K +250 +3%
LIA
487
LS Investment Advisors
Michigan
$821K +$537K +6,406 +189%
Kovitz Investment Group Partners
488
Kovitz Investment Group Partners
Illinois
$808K +$808K +9,640 New
EAMA
489
EFG Asset Management (Americas)
Florida
$803K +$133K +1,589 +20%
WT
490
Whittier Trust
California
$803K +$503K +6,003 +167%
HIM
491
Hanlon Investment Management
New Jersey
$801K +$801K +10,026 New
CCT
492
Country Club Trust
Missouri
$786K -$4.61K -55 -0.6%
CTC
493
Central Trust Company
Missouri
$783K +$74.7K +891 +11%
BP
494
Ballentine Partners
Massachusetts
$782K +$782K +9,322 New
FTIOP
495
Fiduciary Trust International of Pennsylvania
Pennsylvania
$780K +$115K +1,368 +17%
SCG
496
Sonata Capital Group
Washington
$768K +$50.3K +600 +7%
EWM
497
Evercore Wealth Management
New York
$765K -$14.1K -168 -2%
First Trust Advisors
498
First Trust Advisors
Illinois
$765K -$3.35K -40 -0.4%
BAAM
499
Baker Avenue Asset Management
California
$762K -$49.4K -589 -6%
UONDDL
500
University of Notre Dame du Lac
Indiana
$760K +$8.38K +100 +1%
18 19
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