We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
526
Mosaic Family Wealth
Missouri
$1.5M -$67.2K -886 -4%
OFG
527
Oxford Financial Group
Indiana
$1.49M +$33.7K +445 +2%
WIA
528
World Investment Advisors
California
$1.48M +$234K +3,082 +21%
WPC
529
Waters Parkerson & Co
Louisiana
$1.47M +$9.48K +125 +0.7%
OFS
530
Oldfather Financial Services
Nebraska
$1.46M +$1.36M +17,932 New
MCM
531
MAI Capital Management
Ohio
$1.46M -$3.15M -41,601 -69%
GCA
532
Gradient Capital Advisors
California
$1.46M +$294K +3,872 +26%
BOM
533
Bank of Marin
California
$1.46M +$33.2K +438 +2%
FDCDDQ
534
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45M -$32.1K -424 -2%
AI
535
Atria Investments
North Carolina
$1.44M +$1.39M +18,386 New
HWM
536
Howard Wealth Management
Connecticut
$1.44M -$72K -950 -5%
UBV
537
United Bank (Virginia)
Virginia
$1.43M +$177K +2,332 +15%
AIM
538
Aspen Investment Management
Michigan
$1.42M +$30.3K +400 +2%
N
539
Natixis
France
$1.42M -$196K -2,582 -12%
GG
540
Gofen & Glossberg
Illinois
$1.42M -$58.6K -773 -4%
SWIG
541
Strategic Wealth Investment Group
Kentucky
$1.41M -$759K -10,014 -36%
VCA
542
Verdence Capital Advisors
Maryland
$1.41M +$168K +2,213 +14%
BFA
543
Beacon Financial Advisory
Ohio
$1.41M -$126K -1,667 -9%
AAS
544
Annex Advisory Services
Wisconsin
$1.39M -$180K -2,379 -12%
CAM
545
Covenant Asset Management
New Jersey
$1.39M -$150K -1,978 -10%
NB
546
NBT Bank
New York
$1.39M -$473K -6,234 -26%
Principal Financial Group
547
Principal Financial Group
Iowa
$1.39M -$2.45M -32,353 -65%
MW
548
Marcum Wealth
Ohio
$1.38M +$840K +11,081 +169%
MOS
549
MGO One Seven
Ohio
$1.38M -$264K -3,480 -17%
RMAM
550
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$466K -6,149 -26%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.