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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

615 hedge funds and large institutions have $14B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 157 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+28
Holders Change %
+4.77%
% of All Funds
17.69%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.82%
New
55
Increased
315
Reduced
157
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$963M
2
Bank of America
Bank of America
North Carolina
$2.23B
3
Goldman Sachs
Goldman Sachs
New York
$346M
4
KAH
Kathryn A. Hall
$57M
5
Morgan Stanley
Morgan Stanley
New York
$701M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$52.3M
2
HS
HighVista Strategies
Massachusetts
$164M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$8.33M
4
FWP
FAS Wealth Partners
Kansas
$0
5
Deutsche Bank
Deutsche Bank
Germany
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
551
Bessemer Group
New Jersey
$116K – – –
CWM
552
Cranbrook Wealth Management
Michigan
$110K – – –
PMFA
553
Plante Moran Financial Advisors
Michigan
$103K +$11.6K +155 +13%
MAS
554
Madden Advisory Services
Florida
$101K +$11.7K +156 +13%
EWM
555
Evercore Wealth Management
New York
$93K – – –
SSB
556
Sandy Spring Bank
Maryland
$88K +$36K +478 +69%
ACS
557
Archford Capital Strategies
Illinois
$86.3K – – –
AP
558
Atwood & Palmer
Missouri
$77K +$77K +1,030 New
RNS
559
Robert N. Shapiro
$75K +$75K +1,000 New
GGPS
560
Gary Goldberg Planning Services
New York
$74K +$8.93K +120 +14%
DBT
561
Dubuque Bank & Trust
Iowa
$72K +$29.9K +400 +71%
HI
562
Hudock Inc
Pennsylvania
$71K +$6.65K +89 +10%
CHC
563
City Holding Co
West Virginia
$69K – – –
BCM
564
Blume Capital Management
California
$68K – – –
HDIM
565
Hanson & Doremus Investment Management
Vermont
$66K -$5.06K -68 -7%
IPC
566
Independent Portfolio Consultants
Florida
$64K +$64K +860 New
BOK
567
Bank of Kentucky
Kentucky
$63K -$59.4K -800 -49%
BC
568
Bartlett & Co
Ohio
$56K +$37.2K +502 +198%
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$55K – – –
KT
570
Kanaly Trust
Texas
$55K +$13.6K +183 +33%
WC
571
Whitnell & Co
Illinois
$54K – – –
MAM
572
Meeder Asset Management
Ohio
$53K – – –
EWM
573
Edge Wealth Management
New York
$48K +$75 +1 +0.2%
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
BIM
575
BlackRock Investment Management
Delaware
$43K +$26.7K +360 +164%
21 22
23
24 25