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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

609 hedge funds and large institutions have $13.4B invested in Vanguard Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 297 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
17.68%
Holding in Top 10
97
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.02%
% of All Funds
2.82%
New
42
Increased
297
Reduced
174
Closed
42
Calls
$22.6M
Puts
$154M
Net Calls
-$132M
Net Calls Change
-$129M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$738M
2
Creative Planning
Creative Planning
Kansas
$278M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$51.7M
4
State Street
State Street
Massachusetts
$262M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$267M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$115M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04M
3
WIM
Windhaven Investment Management
Massachusetts
$892M
4
HNB
Huntington National Bank
Ohio
$20.6M
5
KAH
Kathryn A. Hall
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMO
501
Buckingham Capital Management (Ohio)
Ohio
$236K -$6.25K -87 -3%
IFA
502
Interactive Financial Advisors
Illinois
$236K +$10.4K +144 +5%
SWA
503
SFMG Wealth Advisors
Texas
$236K +$236K +3,278 New
CPA
504
Court Place Advisors
Maryland
$235K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$234K +$9.33K +130 +4%
DI
506
Dalton Investments
Nevada
$233K -$87.4K -1,217 -27%
GI
507
GAMCO Investors
Connecticut
$230K +$230K +3,206 New
RC
508
Roundview Capital
New Jersey
$229K +$1.8K +25 +0.8%
SBH
509
Segall Bryant & Hamill
Illinois
$227K -$2.87K -40 -1%
FCCM
510
First City Capital Management
Georgia
$226K – – –
NPF
511
Norris Perne & French
Michigan
$226K – – –
WCM
512
Wisconsin Capital Management
Wisconsin
$225K – – –
NFG
513
Noven Financial Group
Colorado
$225K +$72 +1 +0%
GG
514
Gofen & Glossberg
Illinois
$224K +$19.7K +275 +10%
Parallax Volatility Advisers
515
Parallax Volatility Advisers
California
$223K +$217K +3,016 +3,507%
CW
516
Cabot-Wellington
Massachusetts
$222K – – –
1SB
517
1ST Source Bank
Indiana
$222K +$222K +3,085 New
SCA
518
STALEY CAPITAL ADVISERS
Pennsylvania
$220K – – –
GCA
519
Guardian Capital Advisors
Ontario, Canada
$217K – – –
CNC
520
Citizens & Northern Corp
Pennsylvania
$216K – – –
IIA
521
IPG Investment Advisors
California
$215K +$215K +2,995 New
IT
522
Investors Trust
Texas
$215K -$307K -4,281 -59%
SAM
523
Shamrock Asset Management
Texas
$214K -$5.31K -74 -2%
LCP
524
Legacy Capital Partners
Wisconsin
$211K – – –
BCI
525
Brinker Capital Investments
Pennsylvania
$210K -$1.01K -14 -0.5%
19 20
21
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