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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
501
Pekin Hardy Strauss
Illinois
$1.19M +$50.9K +610 +4%
LIA
502
LS Investment Advisors
Michigan
$1.19M +$55.9K +670 +5%
BA
503
BKS Advisors
Michigan
$1.18M +$18.8K +226 +2%
DSC
504
Duncker Streett & Co
Missouri
$1.18M -$139K -1,669 -11%
HFM
505
Hartford Financial Management
Connecticut
$1.17M -$146K -1,749 -11%
HIS
506
Horizon Investment Services
Indiana
$1.17M +$190K +2,275 +19%
MC
507
Miles Capital
Iowa
$1.17M -$1.83K -22 -0.2%
FIB
508
First Interstate Bank
Montana
$1.16M +$45.9K +550 +4%
DT
509
Diversified Trust
Tennessee
$1.14M -$23.6K -283 -2%
NDSI
510
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M +$1.25K +15 +0.1%
FIMS
511
FBL Investment Management Services
Iowa
$1.13M
HT
512
HighTower Trust
Texas
$1.11M -$1.19M -14,300 -52%
Betterment LLC
513
Betterment LLC
New York
$1.1M +$146K +1,755 +15%
ST
514
Sabal Trust
Florida
$1.1M -$102K -1,222 -8%
MIS
515
Morningstar Investment Services
Illinois
$1.09M +$213K +2,553 +24%
FNT
516
First Nebraska Trust
Nebraska
$1.08M +$359K +4,310 +50%
BTNA
517
Bremer Trust National Association
Minnesota
$1.06M -$91.7K -1,099 -8%
JFA
518
Johanson Financial Advisors
California
$1.06M -$111K -1,329 -9%
TYCC
519
Texas Yale Capital Corp
Florida
$1.05M +$486K +5,825 +85%
NAMP
520
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.05M -$292K -3,500 -22%
CAS
521
Cue Advisory Services
Arizona
$1.04M +$89.6K +1,075 +9%
BJL
522
Brighton Jones LLC
Washington
$1.03M +$1.03M +12,388 New
AA
523
Advisory Alpha
Michigan
$1.03M -$989K -11,859 -49%
BFS
524
Bradley Foster & Sargent
Connecticut
$1.03M -$3.59K -43 -0.3%
BTW
525
Boston Trust Walden
Massachusetts
$1.02M +$292K +3,500 +40%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.