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Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
526
Principal Financial Group
Iowa
$901K -$1.18M -15,481 -56%
CAM
527
Covenant Asset Management
New Jersey
$900K -$1.39M -18,102 -60%
TYCC
528
Texas Yale Capital Corp
Florida
$892K -$65.8K -860 -7%
SSP
529
Sapphire Star Partners
Washington
$891K +$53.3K +697 +6%
HIS
530
Horizon Investment Services
Indiana
$885K -$96.7K -1,263 -10%
GT
531
Glenview Trust
Kentucky
$883K +$141K +1,848 +19%
NFG
532
Next Financial Group
Texas
$882K +$584K +7,637 +189%
CIM
533
Cambria Investment Management
California
$873K -$48.1K -629 -5%
BTW
534
Boston Trust Walden
Massachusetts
$870K -$13.3K -174 -1%
MHIC
535
Marble Harbor Investment Counsel
Massachusetts
$868K +$7.65K +100 +0.9%
CCM
536
CWH Capital Management
Washington
$861K +$176K +2,305 +25%
CHA
537
Cedar Hill Associates
Illinois
$855K -$42.1K -550 -5%
LWAC
538
Laurel Wealth Advisors (California)
California
$850K -$202K -2,643 -19%
GJIC
539
Gamble Jones Investment Counsel
California
$850K +$47K +614 +6%
ZF
540
Zhang Financial
Michigan
$845K +$72.1K +942 +9%
NFG
541
Nations Financial Group
Iowa
$839K -$11.3K -147 -1%
1IA
542
1834 Investment Advisors
Wisconsin
$839K +$390K +5,102 +85%
BA
543
Boston Advisors
Massachusetts
$837K +$46.8K +611 +6%
CWM
544
Chesapeake Wealth Management
Virginia
$834K +$845K +11,044 New
CCP
545
Cardan Capital Partners
Colorado
$834K +$846K +11,055 New
DIA
546
Denver Investment Advisors
Colorado
$831K -$46.3K -605 -5%
CAMG
547
CWA Asset Management Group
Florida
$825K +$204K +2,672 +32%
ANBT
548
American National Bank & Trust
Texas
$816K -$139K -1,812 -14%
BC
549
Burney Company
Virginia
$802K -$29.8K -390 -4%
MFT
550
Moisand Fitzgerald Tamayo
Florida
$792K -$2.28M -29,746 -74%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.