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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

768 hedge funds and large institutions have $15.4B invested in Vanguard Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 324 increasing their positions, 236 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+67
Holders Change %
+9.56%
% of All Funds
20.17%
Holding in Top 10
120
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+22.45%
% of All Funds
3.15%
New
117
Increased
324
Reduced
236
Closed
42
Calls
$25.3M
Puts
$384M
Net Calls
-$358M
Net Calls Change
-$241M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.33B
2
LPL Financial
2
LPL Financial
California
$180M
3
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$589M
4
FIM
4
Freedom Investment Management
Connecticut
$79.5M
5
UBS Group
5
UBS Group
Switzerland
$223M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$182M
2
WIM
2
Windhaven Investment Management
Massachusetts
$259M
3
HNB
3
Huntington National Bank
Ohio
$26.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$731K
5
SM
5
Seminole Management
New York
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
501
Retirement Planning Group (Kansas)
Kansas
$622K -$302K -3,790 -33%
NFG
502
Nations Financial Group
Iowa
$621K +$621K +7,789 New
LIM
503
Loudon Investment Management
New Hampshire
$614K – – –
CGL
504
Clarius Group LLC
Washington
$614K +$614K +7,712 New
SFM
505
Signet Financial Management
New Jersey
$610K +$237K +2,977 +64%
SCM
506
SCS Capital Management
Massachusetts
$610K +$610K +7,645 New
EAMA
507
EFG Asset Management (Americas)
Florida
$599K +$16.3K +217 +3%
GT
508
Glenview Trust
Kentucky
$599K +$599K +7,511 New
CDIA
509
Capital Directions Investment Advisors
Georgia
$587K – – –
PCTC
510
Perkins Coie Trust Company
Washington
$577K -$34.8K -436 -6%
NEPWA
511
New England Private Wealth Advisors
Massachusetts
$574K +$46.4K +582 +9%
UBWV
512
United Bank (West Virginia)
West Virginia
$573K – – –
ZIM
513
Zacks Investment Management
Illinois
$571K +$571K +7,161 New
TYCC
514
Texas Yale Capital Corp
Florida
$570K -$227K -2,850 -29%
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$569K +$569K +7,138 New
WA
516
Wealth Architects
California
$563K +$24K +301 +4%
AHS
517
Aspiriant Holdings S3
California
$559K +$18.7K +234 +3%
CAM
518
Crestone Asset Management
Colorado
$559K +$559K +7,014 New
RCAG
519
Rehmann Capital Advisory Group
Michigan
$558K +$66.3K +831 +13%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$556K +$2.39K +30 +0.4%
VV
521
Valentine Ventures
Oregon
$550K -$9.01K -113 -2%
MMPW
522
Mitchell McLeod Pugh & Williams
Alabama
$550K – – –
BB
523
Busey Bank
Illinois
$537K +$43.9K +551 +9%
VCM
524
Versant Capital Management
Arizona
$537K +$537K +6,744 New
BCM
525
Boltwood Capital Management
California
$533K -$9.56K -120 -2%
19 20
21
22 23