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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

788 hedge funds and large institutions have $17.1B invested in Vanguard Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 348 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+20
Holders Change %
+2.6%
% of All Funds
21.03%
Holding in Top 10
122
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.67%
% of All Funds
3.26%
New
74
Increased
348
Reduced
274
Closed
45
Calls
$95.8M
Puts
$495M
Net Calls
-$399M
Net Calls Change
-$41M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.86B
2
AllianceBernstein
AllianceBernstein
Tennessee
$175M
3
State Street
State Street
Massachusetts
$294M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$85.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$211M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$490M
2
UBS Group
UBS Group
Switzerland
$176M
3
USAA
United Services Automobile Association
Texas
$66.3M
4
SF
Synovus Financial
Georgia
$618K
5
CS
Credit Suisse
Switzerland
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
526
Choate Investment Advisors
Massachusetts
$618K +$386K +4,606 +166%
SF
527
Synovus Financial
Georgia
$618K -$32M -382,156 -98%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$615K +$613K +7,307 +27,063%
NEPWA
529
New England Private Wealth Advisors
Massachusetts
$610K +$8.11K +97 +1%
KeyBank National Association
530
KeyBank National Association
Ohio
$608K -$56.6K -676 -9%
PCTC
531
Perkins Coie Trust Company
Washington
$606K – – –
TYCC
532
Texas Yale Capital Corp
Florida
$599K – – –
SS
533
Simplicity Solutions
Minnesota
$594K -$1.23M -14,728 -68%
HH
534
Hilltop Holdings
Texas
$592K -$388K -4,628 -40%
BCP
535
Berkeley Capital Partners
Georgia
$592K -$138K -1,653 -19%
WA
536
Wealth Architects
California
$591K +$251 +3 +0%
FLPIM
537
F.L. Putnam Investment Management
Massachusetts
$590K +$72.8K +868 +14%
VV
538
Valentine Ventures
Oregon
$588K +$9.31K +111 +2%
SSWM
539
Sheets Smith Wealth Management
North Carolina
$585K – – –
VCM
540
Versant Capital Management
Arizona
$582K +$17.4K +208 +3%
MMPW
541
Mitchell McLeod Pugh & Williams
Alabama
$578K – – –
RG
542
Renaissance Group
Kentucky
$574K -$109K -1,303 -16%
SGCA
543
Steel Grove Capital Advisors
Tennessee
$571K +$128K +1,529 +29%
RCAG
544
Rehmann Capital Advisory Group
Michigan
$570K -$16.2K -193 -3%
BCM
545
Boltwood Capital Management
California
$561K – – –
MCM
546
MAI Capital Management
Ohio
$560K +$67.1K +801 +14%
CCM
547
Covington Capital Management
California
$558K +$558K +6,662 New
SWM
548
SVA Wealth Management
Wisconsin
$556K -$178K -2,129 -24%
RBC
549
Ronald Blue & Co
Georgia
$556K +$556K +6,633 New
BC
550
Burney Company
Virginia
$555K +$555K +6,624 New
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