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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$2.28M +$2.23M +24,555 New
NDSI
477
Newman Dignan & Sheerar Inc
Rhode Island
$2.28M +$10.3K +114 +0.5%
CWM
478
Cordatus Wealth Management
Pennsylvania
$2.27M -$74.9K -825 -3%
SAS
479
Stelac Advisory Services
New York
$2.27M +$78.8K +868 +4%
LGWM
480
Litman Gregory Wealth Management
California
$2.26M -$31.5K -347 -1%
FFA
481
First Foundation Advisors
California
$2.25M +$59.2K +652 +3%
IAA
482
Ironsides Asset Advisors
North Carolina
$2.25M
PCMC
483
Paragon Capital Management (Colorado)
Colorado
$2.23M +$188K +2,066 +9%
TF
484
Trek Financial
Arizona
$2.23M +$405K +4,460 +21%
DSC
485
Duncker Streett & Co
Missouri
$2.23M +$274K +3,015 +14%
LDB
486
Lee, Danner & Bass
Tennessee
$2.23M +$116K +1,282 +6%
TCM
487
Twin Capital Management
Pennsylvania
$2.22M -$487K -5,360 -18%
WA
488
Wilshire Advisors
California
$2.22M -$487K -5,360 -18%
WWM
489
Western Wealth Management
Colorado
$2.18M +$1.39M +15,315 +190%
BFS
490
Bradley Foster & Sargent
Connecticut
$2.17M -$74.9K -825 -3%
BFG
491
Barber Financial Group
Kansas
$2.16M +$49.1K +541 +2%
DLCIG
492
D.L. Carlson Investment Group
New Hampshire
$2.15M +$50.2K +553 +2%
HCMT
493
Highland Capital Management (Tennessee)
Tennessee
$2.15M +$131K +1,441 +7%
DY
494
Dowling & Yahnke
California
$2.13M -$16.1K -177 -0.8%
MCWS
495
McKinley Carter Wealth Services
West Virginia
$2.12M +$2.06M +22,696 New
IFS
496
Ifrah Financial Services
Arkansas
$2.11M -$38.7K -426 -2%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$2.1M +$1.82M +20,091 +819%
NFG
498
Nations Financial Group
Iowa
$2.09M +$758K +8,346 +60%
CC
499
Claybrook Capital
Massachusetts
$2.07M
FHA
500
Flagship Harbor Advisors
Massachusetts
$2.07M +$120K +1,327 +6%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.