VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

835 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 390 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+47
Holders Change %
+5.96%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
390
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$258M
2
Wells Fargo
Wells Fargo
California
+$254M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$156M
4
Citigroup
Citigroup
New York
+$132M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$94.4M
2
LPL Financial
LPL Financial
California
-$67.4M
3
CIM
Calvert Investment Management
Maryland
-$38.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$30.7M
5
HNB
Huntington National Bank
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
501
Arkansas Financial Group
Arkansas
$917K – – –
HFA
502
High Falls Advisors
New York
$905K +$83.3K +1,044 +10%
WS
503
Wedbush Securities
California
$904K +$374K +4,212 +70%
OWD
504
Osborn Williams & Donohoe
Ohio
$887K +$887K +10,000 New
ASN
505
Advisory Services Network
Georgia
$886K +$610K +6,874 +221%
HIM
506
Hanlon Investment Management
New Jersey
$884K +$56.7K +687 +7%
LIA
507
LS Investment Advisors
Michigan
$880K +$11.1K +125 +1%
GI
508
Glovista Investments
New Jersey
$878K -$35.5K -400 -4%
BCM
509
BTR Capital Management
California
$878K – – –
DWM
510
Dakota Wealth Management
Florida
$869K -$18.2K -205 -2%
FMW
511
Farr Miller & Washington
District of Columbia
$868K – – –
JWBC
512
J.W. Burns & Co
New York
$850K -$30.6K -345 -3%
BAAM
513
Baker Avenue Asset Management
California
$850K +$44K +496 +5%
SWPG
514
Strategic Wealth Partners Group
Illinois
$846K +$846K +9,549 New
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$844K -$11.3K -127 -1%
DAS
516
Dynamic Advisor Solutions
Arizona
$836K +$110K +1,241 +15%
NR
517
Newfound Research
Massachusetts
$820K -$1.03M -11,669 -56%
CAMG
518
CWA Asset Management Group
Florida
$820K -$514K -5,797 -39%
SCG
519
Sonata Capital Group
Washington
$817K +$3.99K +45 +0.5%
RCA
520
Rowland Carmichael Advisors
Arizona
$816K +$596K +6,717 +270%
UONDDL
521
University of Notre Dame du Lac
Indiana
$811K +$7.27K +82 +0.9%
RT
522
Rockland Trust
Massachusetts
$811K +$90.8K +1,025 +13%
EFS
523
Essex Financial Services
Connecticut
$809K +$272K +3,072 +51%
DDC
524
DF Dent & Co
Maryland
$799K +$17.7K +200 +2%
BRWA
525
B. Riley Wealth Advisors
Florida
$795K +$17.3K +195 +2%
19 20
21
22 23