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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

730 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 313 increasing their positions, 259 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
19.47%
Holding in Top 10
121
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.63%
% of All Funds
3.23%
New
77
Increased
313
Reduced
259
Closed
56
Calls
$50.6M
Puts
$646M
Net Calls
-$596M
Net Calls Change
-$485M

Top Buyers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.3M
3
Bank of America
Bank of America
North Carolina
+$57.6M
4
SWA
SFMG Wealth Advisors
Texas
+$55M
5
Ameriprise
Ameriprise
Minnesota
+$46.2M

Top Sellers

1
HS
HighVista Strategies
Massachusetts
-$148M
2
WIM
Windhaven Investment Management
Massachusetts
-$124M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$98.1M
4
Morgan Stanley
Morgan Stanley
New York
-$97.5M
5
SGS
Sterling Global Strategies
California
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
551
Segall Bryant & Hamill
Illinois
$364K +$2.53K +30 +0.7%
IC
552
Inverness Counsel
New York
$363K – – –
UBWV
553
United Bank (West Virginia)
West Virginia
$362K -$538K -6,387 -60%
ACM
554
Alpha Capital Management
Texas
$358K – – –
CWP
555
Capital Wealth Planning
Florida
$358K +$358K +4,250 New
ASN
556
Advisory Services Network
Georgia
$353K +$239K +2,791 +209%
BBNB
557
Baker Boyer National Bank
Washington
$352K – – –
PFM
558
Parsec Financial Management
North Carolina
$351K +$351K +4,167 New
WS
559
Wedbush Securities
California
$346K -$445K -5,273 -56%
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$346K – – –
IT
561
Independence Trust
Tennessee
$346K +$7.17K +85 +2%
SGCA
562
Steel Grove Capital Advisors
Tennessee
$342K +$342K +4,059 New
BIM
563
Bridges Investment Management
Nebraska
$337K – – –
BOK
564
Bank of Kentucky
Kentucky
$334K +$304K +3,605 +1,001%
AC
565
Alley Company
Illinois
$332K +$7K +83 +2%
IIC
566
Ironwood Investment Counsel
Arizona
$329K +$96.9K +1,150 +42%
CL
567
CIM LLC
New York
$328K +$328K +3,887 New
CSIC
568
Clifford Swan Investment Counsel
California
$326K – – –
FFA
569
First Foundation Advisors
California
$325K -$10.5M -124,310 -97%
BB
570
Bell Bank
North Dakota
$322K +$40.5K +480 +14%
HP
571
HT Partners
Connecticut
$315K +$315K +3,756 New
HCMT
572
Highland Capital Management (Tennessee)
Tennessee
$312K -$52.6K -625 -14%
RC
573
Roundview Capital
New Jersey
$309K +$40K +475 +15%
IAS
574
INR Advisory Services
Pennsylvania
$303K -$99.5K -1,179 -25%
JIC
575
Joel Isaacson & Co
New York
$302K – – –
21 22
23
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