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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.14%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$236M
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
SGS
3
Sterling Global Strategies
California
$88M
4
Bank of America
4
Bank of America
North Carolina
$2.51B
5
Creative Planning
5
Creative Planning
Kansas
$369M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
WIM
2
Windhaven Investment Management
Massachusetts
$883M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$788M
5
EFS
5
Edelman Financial Services
Virginia
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
526
Southport Capital Management
Tennessee
$444K 5,479 +15 +0.3%
PG
527
Patten Group
Tennessee
$444K 5,484 +5,484 New
RCAG
528
Rehmann Capital Advisory Group
Michigan
$438K 5,413 -353 -6%
HCM
529
Howland Capital Management
Massachusetts
$433K 5,349 -216 -4%
Nuveen Asset Management
530
Nuveen Asset Management
Illinois
$430K 5,303 -1,874 -26%
BWP
531
Baldwin Wealth Partners
Massachusetts
$429K 5,294 +300 +6%
PAM
532
Peak Asset Management
Colorado
$413K 5,094 +5,094 New
AFG
533
American Financial Group
Ohio
$412K 5,089 +892 +21%
AF
534
Allworth Financial
California
$408K 5,035 -1,163 -19%
SAM
535
Selway Asset Management
$405K 5,000 – –
SS
536
Simplicity Solutions
Minnesota
$405K 5,000 +5,000 New
FTIOP
537
Fiduciary Trust International of Pennsylvania
Pennsylvania
$404K 4,982 +4,982 New
RTS
538
Round Table Services
New Jersey
$401K 4,952 – –
BPBT
539
Boston Private Bank & Trust
Massachusetts
$398K 4,918 -160 -3%
RT
540
Rockland Trust
Massachusetts
$397K 4,907 +510 +12%
SIC
541
Salem Investment Counselors
North Carolina
$393K 4,855 -256 -5%
CAS
542
Cue Advisory Services
Arizona
$393K 4,846 +4,846 New
EFS
543
Essex Financial Services
Connecticut
$390K 4,818 +840 +21%
FNBOH
544
First National Bank of Hutchinson
Kansas
$389K 4,807 – –
IAS
545
INR Advisory Services
Pennsylvania
$386K 4,770 -2,647 -36%
CRC
546
Curi RMB Capital
Illinois
$384K 4,740 -8,948 -65%
CCMG
547
Clark Capital Management Group
Pennsylvania
$382K 4,720 +90 +2%
WIC
548
Woodmont Investment Counsel
Tennessee
$379K 4,675 -300 -6%
WI
549
WBI Investments
New Jersey
$369K 4,550 +4,550 New
LH
550
Lebenthal Holdings
New York
$368K 4,542 +4,542 New
20 21
22
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