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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

615 hedge funds and large institutions have $14B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 157 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+28
Holders Change %
+4.77%
% of All Funds
17.69%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.82%
New
55
Increased
315
Reduced
157
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$963M
2
Bank of America
Bank of America
North Carolina
$2.23B
3
Goldman Sachs
Goldman Sachs
New York
$346M
4
KAH
Kathryn A. Hall
$57M
5
Morgan Stanley
Morgan Stanley
New York
$701M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$52.3M
2
HS
HighVista Strategies
Massachusetts
$164M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$8.33M
4
FWP
FAS Wealth Partners
Kansas
$0
5
Deutsche Bank
Deutsche Bank
Germany
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIG
501
Fusion Investment Group
Pennsylvania
$257K +$19.3K +258 +8%
BCMO
502
Buckingham Capital Management (Ohio)
Ohio
$252K -$153K -2,049 -38%
CC
503
Courier Capital
New York
$250K – – –
WPP
504
Whalerock Point Partners
Rhode Island
$249K +$12.3K +165 +5%
CPA
505
Court Place Advisors
Maryland
$245K – – –
SBH
506
Segall Bryant & Hamill
Illinois
$240K -$71.2K -950 -23%
HW
507
Hancock Whitney
Mississippi
$239K +$239K +3,190 New
RC
508
Roundview Capital
New Jersey
$237K +$5.99K +80 +3%
NPF
509
Norris Perne & French
Michigan
$236K – – –
FCCM
510
First City Capital Management
Georgia
$236K – – –
IFA
511
Interactive Financial Advisors
Illinois
$235K +$18.4K +246 +9%
NFG
512
Noven Financial Group
Colorado
$234K +$2.32K +31 +1%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$234K +$21.8K +292 +10%
WCM
514
Wisconsin Capital Management
Wisconsin
$234K +$234K +3,125 New
RMDI
515
R.M. Davis Inc
Maine
$233K +$233K +3,117 New
CW
516
Cabot-Wellington
Massachusetts
$231K +$748 +10 +0.3%
BOS
517
Bank of Stockton
California
$231K +$231K +3,081 New
JIC
518
Joel Isaacson & Co
New York
$230K +$748 +10 +0.3%
AP
519
Advisor Partners
California
$230K +$7.72K +103 +3%
SCA
520
STALEY CAPITAL ADVISERS
Pennsylvania
$230K +$230K +3,068 New
SCP
521
Syntal Capital Partners
Texas
$230K +$230K +3,081 New
SAM
522
Shamrock Asset Management
Texas
$229K +$150 +2 +0.1%
BWM
523
Braver Wealth Management
Massachusetts
$227K +$227K +3,028 New
PWM
524
Perigon Wealth Management
California
$227K +$227K +3,031 New
EFS
525
Essex Financial Services
Connecticut
$226K – – –
19 20
21
22 23