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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

609 hedge funds and large institutions have $13.4B invested in Vanguard Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 297 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
17.68%
Holding in Top 10
97
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.02%
% of All Funds
2.82%
New
42
Increased
297
Reduced
174
Closed
42
Calls
$22.6M
Puts
$154M
Net Calls
-$132M
Net Calls Change
-$129M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$738M
2
Creative Planning
Creative Planning
Kansas
$278M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$51.7M
4
State Street
State Street
Massachusetts
$262M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$267M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$115M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04M
3
WIM
Windhaven Investment Management
Massachusetts
$892M
4
HNB
Huntington National Bank
Ohio
$20.6M
5
KAH
Kathryn A. Hall
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
526
USCA RIA
Texas
$208K +$208K +2,897 New
SCP
527
Syntal Capital Partners
Texas
$207K -$13.9K -194 -6%
QAM
528
QCI Asset Management
New York
$204K +$9.32K +130 +5%
HTHT
529
Hemenway Trust Hemenway Trust
New Hampshire
$203K -$3.67K -51 -2%
FAT
530
First American Trust
California
$203K +$203K +2,831 New
MWM
531
Modera Wealth Management
New Jersey
$202K +$202K +2,815 New
GJIC
532
Gamble Jones Investment Counsel
California
$201K +$201K +2,800 New
Bessemer Group
533
Bessemer Group
New Jersey
$198K +$85.7K +1,189 +76%
ST
534
Stifel Trust
Missouri
$196K – – –
WA
535
WFG Advisors
Texas
$191K -$72K -1,004 -27%
TCM
536
Tradewinds Capital Management
Washington
$189K +$1.73K +24 +0.9%
EAMA
537
EFG Asset Management (Americas)
Florida
$185K +$30.7K +427 +20%
MCM
538
Manchester Capital Management
Vermont
$180K -$20.3K -282 -10%
BRWM
539
B. Riley Wealth Management
Tennessee
$161K -$136K -1,901 -46%
TFO
540
Tarbox Family Office
California
$161K – – –
HCM
541
Horrell Capital Management
Arkansas
$159K – – –
M
542
MOTCO
Texas
$152K +$29K +403 +24%
EWM
543
Evercore Wealth Management
New York
$147K +$57K +795 +63%
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$139K +$15.6K +218 +13%
FBT
545
Founders Bank & Trust
Michigan
$137K – – –
GAM
546
Gemmer Asset Management
California
$136K +$9.07K +126 +7%
PMFA
547
Plante Moran Financial Advisors
Michigan
$132K +$33.2K +463 +34%
FFC
548
First Financial Corp
Indiana
$127K – – –
BBHC
549
Brown Brothers Harriman & Co
New York
$127K +$127K +1,774 New
ZTNA
550
Zions Trust National Association
Utah
$123K – – –
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