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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
501
JFG Wealth Management
Colorado
$2.07M +$95.4K +1,051 +5%
N
502
Natixis
France
$2.07M +$40.3K +444 +2%
FTI
503
Fiduciary Trust International
Massachusetts
$2.06M +$2.01M +22,120 New
CIM
504
Corda Investment Management
Texas
$2.06M -$3.45K -38 -0.2%
JWA
505
JFS Wealth Advisors
Pennsylvania
$2.06M +$25.7K +283 +1%
ST
506
Smithfield Trust
Pennsylvania
$2.05M -$104K -1,144 -5%
S
507
SimplyRich
California
$2.05M -$19.9K -219 -1%
WI
508
Wintrust Investments
Illinois
$2.04M +$87.3K +962 +5%
AIC
509
Ameritas Investment Company
Nebraska
$2.02M -$955K -10,521 -33%
GT
510
Glenview Trust
Kentucky
$2M -$70.8K -780 -4%
AWP
511
Ascent Wealth Partners
New York
$1.99M +$1.41M +15,561 +268%
OC
512
Oppenheimer & Co
New York
$1.99M +$165K +1,814 +9%
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$1.96M +$1.68M +18,547 +744%
LIM
514
Leavell Investment Management
Alabama
$1.95M -$18.2K -200 -0.9%
Chevy Chase Trust
515
Chevy Chase Trust
Maryland
$1.95M -$46K -507 -2%
ATC
516
Argent Trust Co
Tennessee
$1.94M +$316K +3,479 +20%
CWS
517
Cypress Wealth Services
California
$1.93M +$293K +3,224 +18%
BC
518
Burleson & Co
California
$1.93M +$78.3K +862 +4%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.92M -$3.54K -39 -0.2%
WB
520
WesBanco Bank
West Virginia
$1.89M +$66.9K +737 +4%
JA
521
JVL Associates
Michigan
$1.88M +$15.3K +169 +0.8%
IP
522
Investment Partners
Ohio
$1.87M -$44.8K -493 -2%
CSIC
523
Clifford Swan Investment Counsel
California
$1.87M
BWCS
524
Beirne Wealth Consulting Services
Connecticut
$1.87M +$204K +2,245 +13%
JA
525
JOYN Advisors
Georgia
$1.85M -$194K -2,142 -10%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.