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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.14%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$236M
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
SGS
3
Sterling Global Strategies
California
$88M
4
Bank of America
4
Bank of America
North Carolina
$2.51B
5
Creative Planning
5
Creative Planning
Kansas
$369M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
WIM
2
Windhaven Investment Management
Massachusetts
$883M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$788M
5
EFS
5
Edelman Financial Services
Virginia
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
501
Patten & Patten
Tennessee
$509K 6,285 +695 +12%
ACP
502
Ashfield Capital Partners
California
$506K 6,252 +310 +5%
BCA
503
Benchmark Capital Advisors
New York
$504K 6,225 +50 +0.8%
KL
504
KWMG LLC
Kansas
$497K 5,878 +5,878 New
SNT
505
Security National Trust
West Virginia
$494K 6,100 – –
WSFS
506
Wilmington Savings Fund Society
Delaware
$488K 6,021 -75 -1%
BAS
507
Brown Advisory Securities
Maryland
$487K 6,017 +1,450 +32%
AIM
508
Advantage Investment Management
Iowa
$485K 5,991 +5,991 New
CAPTRUST Financial Advisors
509
CAPTRUST Financial Advisors
North Carolina
$482K 5,956 -1,103 -16%
MNA
510
Manning & Napier Advisors
New York
– – – –
SFM
511
Signet Financial Management
New Jersey
$480K 5,927 +5,927 New
PJSIMP
512
P.J. Schmidt Investment Management (PJS)
Wisconsin
$478K 5,900 -150 -2%
ADBIC
513
A.D. Beadell Investment Counsel
Wisconsin
$477K 5,895 – –
BB
514
Busey Bank
Illinois
$472K 5,833 +688 +13%
TIM
515
Tortoise Investment Management
New York
$468K 5,772 -8 -0.1%
CCM
516
Covington Capital Management
California
$468K 5,782 +697 +14%
CSIA
517
Charles Schwab Investment Advisory
California
$466K 5,756 +5,756 New
DDC
518
DF Dent & Co
Maryland
$458K 5,655 – –
RT
519
Reliance Trust
Georgia
$457K 5,642 +1,416 +34%
OCM
520
One Capital Management
California
$456K 5,634 +1,089 +24%
DWM
521
Destination Wealth Management
California
$455K 5,615 -405 -7%
LA
522
LVW Advisors
New York
$453K 5,598 +5,598 New
SCM
523
SOL Capital Management
Maryland
$448K 5,530 +1,995 +56%
FPTW
524
Franklin, Parlapiano, Turner & Welch
Texas
$447K 5,523 – –
SKK
525
Shepherd Kaplan Krochuk
Massachusetts
$446K 5,510 – –
19 20
21
22 23