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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
SigFig Wealth Management
California
$1.37M +$154K +1,841 +13%
DLCIG
477
D.L. Carlson Investment Group
New Hampshire
$1.37M -$27.1K -325 -2%
LFAS
478
Level Four Advisory Services
Texas
$1.35M -$59.9K -718 -4%
BHB
479
Bank Hapoalim BM
Israel
$1.35M -$590K -7,070 -30%
MHS
480
M Holdings Securities
Oregon
$1.34M +$30.6K +367 +2%
VC
481
Vestor Capital
Illinois
$1.33M +$3.75K +45 +0.3%
QA
482
Quantitative Advantage
Minnesota
$1.32M -$63.3K -759 -5%
NSB
483
Norway Savings Bank
Maine
$1.32M +$19.6K +235 +2%
DWT
484
Dorsey & Whitney Trust
South Dakota
$1.32M +$358K +4,291 +37%
BBA
485
BLB&B Advisors
Pennsylvania
$1.31M -$2.17K -26 -0.2%
SDWMA
486
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.3M -$895K -10,730 -41%
UONDDL
487
University of Notre Dame du Lac
Indiana
$1.3M +$515K +6,180 +65%
SS
488
Simplicity Solutions
Minnesota
$1.26M -$131K -1,568 -9%
SC
489
SouthState Corp
Florida
$1.25M -$205K -2,453 -14%
BCI
490
Brinker Capital Investments
Pennsylvania
$1.25M +$424K +5,083 +51%
ACM
491
Adelante Capital Management
California
$1.25M +$1.25M +14,980 New
ANBT
492
American National Bank & Trust
Texas
$1.24M -$2K -24 -0.2%
TCOO
493
Trust Company of Oklahoma
Oklahoma
$1.24M +$22.2K +266 +2%
HHGA
494
Halbert Hargrove Global Advisors
California
$1.23M +$11.6K +139 +0.9%
GWS
495
Glassman Wealth Services
Virginia
$1.23M +$9.17K +110 +0.7%
JWBC
496
J.W. Burns & Co
New York
$1.23M +$424K +5,087 +52%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$1.23M +$70.8K +849 +6%
IAA
498
Ironsides Asset Advisors
North Carolina
$1.22M
AII
499
AGF Investments Inc
Ontario, Canada
$1.21M -$222K -2,668 -15%
WPC
500
Waters Parkerson & Co
Louisiana
$1.2M -$4.17K -50 -0.3%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.