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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

730 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 313 increasing their positions, 259 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
19.47%
Holding in Top 10
121
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.63%
% of All Funds
3.23%
New
77
Increased
313
Reduced
259
Closed
56
Calls
$50.6M
Puts
$646M
Net Calls
-$596M
Net Calls Change
-$485M

Top Buyers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.3M
3
Bank of America
Bank of America
North Carolina
+$57.6M
4
SWA
SFMG Wealth Advisors
Texas
+$55M
5
Ameriprise
Ameriprise
Minnesota
+$46.2M

Top Sellers

1
HS
HighVista Strategies
Massachusetts
-$148M
2
WIM
Windhaven Investment Management
Massachusetts
-$124M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$98.1M
4
Morgan Stanley
Morgan Stanley
New York
-$97.5M
5
SGS
Sterling Global Strategies
California
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
501
Rockland Trust
Massachusetts
$518K +$104K +1,236 +25%
DIA
502
Denver Investment Advisors
Colorado
$517K -$21K -250 -4%
LNB
503
Ledyard National Bank
$516K -$6.81M -80,701 -93%
PJSIMP
504
P.J. Schmidt Investment Management (PJS)
Wisconsin
$514K +$16.9K +200 +3%
BCA
505
Benchmark Capital Advisors
New York
$512K -$12.6K -150 -2%
ICAS
506
Investors Capital Advisory Services
Massachusetts
$509K +$155K +1,839 +44%
AHS
507
Aspiriant Holdings S3
California
$506K -$441K -5,240 -47%
SNT
508
Security National Trust
West Virginia
$506K -$8.43K -100 -2%
NFC
509
Northeast Financial Consultants
Connecticut
$506K +$506K +6,000 New
KFP
510
Keystone Financial Planning
Ohio
$499K -$75.8K -899 -13%
FMWA
511
Forvis Mazars Wealth Advisors
Missouri
$497K +$228K +2,706 +85%
ADBIC
512
A.D. Beadell Investment Counsel
Wisconsin
$494K -$2.1K -25 -0.4%
SAMT
513
Select Asset Management & Trust
Pennsylvania
$490K +$490K +5,815 New
MNA
514
Manning & Napier Advisors
New York
$487K -$480K – –
SFM
515
Signet Financial Management
New Jersey
$482K -$18K -213 -4%
FF
516
Friedenthal Financial
New Jersey
$479K -$7.2M -85,480 -94%
BPC
517
Banque Pictet & Cie
Switzerland
$479K -$328K -3,900 -41%
KL
518
KWMG LLC
Kansas
$478K +$5.31K +66 +1%
DDC
519
DF Dent & Co
Maryland
$477K – – –
SCM
520
Southport Capital Management
Tennessee
$469K +$7.08K +84 +2%
SKK
521
Shepherd Kaplan Krochuk
Massachusetts
$465K – – –
LA
522
LVW Advisors
New York
$463K -$9.37K -111 -2%
SCM
523
SOL Capital Management
Maryland
$462K -$4.64K -55 -1%
HCM
524
Howland Capital Management
Massachusetts
$452K +$843 +10 +0.2%
BWP
525
Baldwin Wealth Partners
Massachusetts
$446K – – –
19 20
21
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