We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

851 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 413 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 279

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 127137 (+10)

2% more funds holding

Funds holding: 837851 (+14)

3% less capital invested

Capital invested by funds: $19.5B → $18.9B (-$597M)

3.05% less ownership

Funds ownership: 57.22%54.17% (-3.1%)

79% less call options, than puts

Call options by funds: $118M | Put options by funds: $554M

Holders
851
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
22.7%
Holding in Top 10
137
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.87%
% of All Funds
3.65%
New
65
Increased
413
Reduced
279
Closed
44
Calls
$118M
Puts
$554M
Net Calls
-$436M
Net Calls Change
-$678M
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
501
Live Your Vision
Pennsylvania
$972K -$486K -5,452 -33%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$967K +$54.9K +616 +6%
EAMA
503
EFG Asset Management (Americas)
Florida
$964K +$217K +2,431 +28%
DIA
504
Denver Investment Advisors
Colorado
$960K +$17.2K +193 +2%
IAM
505
Integre Asset Management
New York
$948K -$75.3K -844 -7%
QCMC
506
Quantum Capital Management (California)
California
$945K -$4.37K -49 -0.4%
BA
507
Boston Advisors
Massachusetts
$943K -$4.91K -55 -0.5%
UOTTAIMCU
508
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$919K -$650K -7,292 -41%
OWD
509
Osborn Williams & Donohoe
Ohio
$919K +$53.5K +600 +6%
TCOO
510
Trust Company of Oklahoma
Oklahoma
$902K +$928K +10,404 New
BJL
511
Brighton Jones LLC
Washington
$901K -$75.5K -846 -8%
AFG
512
Arkansas Financial Group
Arkansas
$897K
BCM
513
BTR Capital Management
California
$883K +$25K +280 +3%
SWM
514
SVA Wealth Management
Wisconsin
$881K -$139K -1,558 -13%
LP
515
LGL Partners
Pennsylvania
$880K -$251K -2,816 -21%
GI
516
Glovista Investments
New Jersey
$869K +$10.3K +115 +1%
DAS
517
Dynamic Advisor Solutions
Arizona
$868K +$52.1K +584 +6%
LFA
518
Landmark Financial Advisors
Kentucky
$862K -$378K -4,235 -30%
DWM
519
Dakota Wealth Management
Florida
$853K +$3.03K +34 +0.3%
LS
520
Lattice Strategies
Pennsylvania
$848K -$173K -1,940 -17%
CGL
521
Clarius Group LLC
Washington
$843K +$162K +1,819 +23%
Barclays
522
Barclays
United Kingdom
$842K +$776K +8,705 +871%
SCM
523
Schnieders Capital Management
California
$837K +$326K +3,660 +61%
JWBC
524
J.W. Burns & Co
New York
$835K +$4.01K +45 +0.5%
BAAM
525
Baker Avenue Asset Management
California
$832K

VNQ Hedge Fund Activity: Q3 2016 in Review

851 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2016, worth a combined $18.9B — down 3.1% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VNQ positions and 44 closed out — a net gain of 21 holders — while 413 added to existing stakes and 279 trimmed.

The largest buyer was Bank of America, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $423M.

  • 851 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2016, up from 837 in Q2 2016.
  • Funds reported $18.9B of Vanguard Real Estate ETF stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 65 funds opened new Vanguard Real Estate ETF positions in Q3 2016 and 44 closed out, a net change of +21 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2016 was Bank of America, an estimated $151M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2016 was Wells Fargo, an estimated $423M sold.

Based on aggregated 13F filings for Q3 2016.