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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

788 hedge funds and large institutions have $17.1B invested in Vanguard Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 348 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+20
Holders Change %
+2.6%
% of All Funds
21.03%
Holding in Top 10
122
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.67%
% of All Funds
3.26%
New
74
Increased
348
Reduced
274
Closed
45
Calls
$95.8M
Puts
$495M
Net Calls
-$399M
Net Calls Change
-$41M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.86B
2
AllianceBernstein
AllianceBernstein
Tennessee
$175M
3
State Street
State Street
Massachusetts
$294M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$85.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$211M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$490M
2
UBS Group
UBS Group
Switzerland
$176M
3
USAA
United Services Automobile Association
Texas
$66.3M
4
SF
Synovus Financial
Georgia
$618K
5
CS
Credit Suisse
Switzerland
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
501
DF Dent & Co
Maryland
$739K +$23.9K +285 +3%
SAM
502
Sawgrass Asset Management
Florida
$738K – – –
WCM
503
Wealthcare Capital Management
Virginia
$734K -$33.6K -401 -4%
BRWA
504
B. Riley Wealth Advisors
Florida
$733K -$102K -1,221 -12%
GP
505
Girard Partners
Pennsylvania
$731K +$284K +3,394 +64%
BHTS
506
Bar Harbor Trust Services
Maine
$728K -$836K -9,983 -53%
ATC
507
Argent Trust Co
Tennessee
$720K +$33.1K +395 +5%
HCM
508
Howland Capital Management
Massachusetts
$718K +$367K +4,385 +105%
AT
509
Argent Trust
Texas
$710K +$25.7K +307 +4%
MFS
510
McNamara Financial Services
Massachusetts
$704K +$704K +8,402 New
PWMAG
511
Pinnacle Wealth Management Advisory Group
New Jersey
$698K +$23K +275 +3%
Chevy Chase Trust
512
Chevy Chase Trust
Maryland
$694K -$5.87K -70 -0.8%
RWA
513
Ropes Wealth Advisors
Massachusetts
$689K -$5.87K -70 -0.8%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$686K +$6.2K +74 +0.9%
DAS
515
Dynamic Advisor Solutions
Arizona
$686K +$23.7K +283 +4%
WSFS
516
Wilmington Savings Fund Society
Delaware
$682K – – –
RT
517
Rockland Trust
Massachusetts
$681K -$23.5K -280 -3%
BWP
518
Baldwin Wealth Partners
Massachusetts
$676K +$242K +2,886 +56%
OIA
519
Optimum Investment Advisors
Illinois
$669K – – –
CGL
520
Clarius Group LLC
Washington
$656K +$9.72K +116 +2%
LIM
521
Loudon Investment Management
New Hampshire
$655K +$9.64K +115 +1%
AWP
522
Ascent Wealth Partners
New York
$653K -$20.6K -246 -3%
NFG
523
Nations Financial Group
Iowa
$643K -$10.1K -120 -2%
GC
524
Gratus Capital
Georgia
$643K +$85.5K +1,020 +15%
SCM
525
SCS Capital Management
Massachusetts
$641K – – –
19 20
21
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