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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

835 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 390 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+47
Holders Change %
+5.96%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
390
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$258M
2
Wells Fargo
Wells Fargo
California
+$254M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$156M
4
Citigroup
Citigroup
New York
+$132M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$94.4M
2
LPL Financial
LPL Financial
California
-$67.4M
3
CIM
Calvert Investment Management
Maryland
-$38.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$30.7M
5
HNB
Huntington National Bank
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
551
Sheets Smith Wealth Management
North Carolina
$697K +$78.6K +887 +13%
BA
552
Bristlecone Advisors
Washington
$697K +$221K +2,493 +46%
BOH
553
Bank of Hawaii
Hawaii
$697K +$238K +2,686 +52%
LIM
554
Loudon Investment Management
New Hampshire
$683K -$10.2K -115 -1%
GC
555
Gratus Capital
Georgia
$683K +$3.1K +35 +0.5%
SGCA
556
Steel Grove Capital Advisors
Tennessee
$675K +$70.7K +797 +12%
ICAS
557
Investors Capital Advisory Services
Massachusetts
$674K -$2.68M -30,271 -80%
KIA
558
KCM Investment Advisors
California
$657K +$161K +1,813 +32%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$650K – – –
PG
560
Patten Group
Tennessee
$643K +$67.2K +758 +12%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$642K +$38.9K +439 +6%
PCTC
562
Perkins Coie Trust Company
Washington
$641K – – –
TYCC
563
Texas Yale Capital Corp
Florida
$632K -$1.33K -15 -0.2%
WA
564
Wealth Architects
California
$629K +$3.37K +38 +0.5%
SCM
565
SOL Capital Management
Maryland
$626K +$148K +1,665 +31%
CDIA
566
Capital Directions Investment Advisors
Georgia
$626K +$626K +7,058 New
HH
567
Hilltop Holdings
Texas
$625K – – –
FLPIM
568
F.L. Putnam Investment Management
Massachusetts
$623K -$798 -9 -0.1%
NEPWA
569
New England Private Wealth Advisors
Massachusetts
$617K -$30.1K -339 -5%
WA
570
WESPAC Advisors
California
$617K +$145K +1,632 +31%
SFM
571
Signet Financial Management
New Jersey
$615K +$99.5K +1,123 +19%
IA
572
IndexIQ Advisors
New York
$614K -$444K -5,013 -42%
BC
573
Burney Company
Virginia
$611K +$23.8K +269 +4%
MAS
574
Madden Advisory Services
Florida
$607K +$607K +6,854 New
RMCM
575
Reynders McVeigh Capital Management
Massachusetts
$603K +$133K +1,498 +28%
21 22
23
24 25