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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
Highwater Wealth Management
Colorado
$1.29M +$260K +3,136 +25%
NSB
502
Norway Savings Bank
Maine
$1.29M -$4.15K -50 -0.3%
SIA
503
Spruce Investment Advisors
Connecticut
$1.28M +$694K +8,370 +117%
RA
504
RFG Advisory
Alabama
$1.27M -$6.96M -83,918 -85%
N
505
Natixis
France
$1.27M +$195K +2,355 +18%
GA
506
Greytown Advisors
Florida
$1.26M +$214K +2,580 +20%
G
507
GenTrust
Florida
$1.25M +$113K +1,366 +10%
ANBT
508
American National Bank & Trust
Texas
$1.23M -$95.1K -1,146 -7%
TW
509
Transform Wealth
Colorado
$1.23M +$102K +1,226 +9%
GI
510
Glovista Investments
New Jersey
$1.22M +$317K +3,820 +35%
IAA
511
Ironsides Asset Advisors
North Carolina
$1.21M -$1.58K -19 -0.1%
GWS
512
Glassman Wealth Services
Virginia
$1.21M
HHGA
513
Halbert Hargrove Global Advisors
California
$1.21M +$27.6K +333 +2%
TCOO
514
Trust Company of Oklahoma
Oklahoma
$1.2M +$166K +2,000 +16%
SWM
515
SigFig Wealth Management
California
$1.2M +$51.4K +620 +4%
WPC
516
Waters Parkerson & Co
Louisiana
$1.2M +$25.6K +309 +2%
ST
517
Sabal Trust
Florida
$1.19M -$4.98K -60 -0.4%
IAA
518
Independent Advisor Alliance
North Carolina
$1.17M +$1.17M +14,067 New
JFA
519
Johanson Financial Advisors
California
$1.16M +$1.17M +14,061 New
MC
520
Miles Capital
Iowa
$1.16M +$17.7K +213 +2%
DT
521
Diversified Trust
Tennessee
$1.16M +$670K +8,073 +136%
BA
522
BKS Advisors
Michigan
$1.15M +$14.2K +171 +1%
BTNA
523
Bremer Trust National Association
Minnesota
$1.15M -$417K -5,029 -27%
CAPTRUST Financial Advisors
524
CAPTRUST Financial Advisors
North Carolina
$1.15M -$2M -24,145 -64%
WAM
525
Wealthspire Advisors (Maryland)
Maryland
$1.15M +$28.9K +348 +3%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.