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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

903 hedge funds and large institutions have $18.3B invested in Vanguard Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 371 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+54
Holders Change %
+6.36%
% of All Funds
22.61%
Holding in Top 10
134
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.19%
% of All Funds
3.36%
New
131
Increased
371
Reduced
319
Closed
64
Calls
$181M
Puts
$335M
Net Calls
-$154M
Net Calls Change
+$282M

Top Buyers

1
IRF
IBM Retirement Fund
New York
+$272M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.3M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$71.3M
5
EFS
Edelman Financial Services
Virginia
+$58.3M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$478M
2
Wells Fargo
Wells Fargo
California
-$174M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$71.4M
4
State Street
State Street
Massachusetts
-$62.4M
5
UBS Group
UBS Group
Switzerland
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
551
Trust Company
Kansas
$839K +$143K +1,733 +21%
SCM
552
SOL Capital Management
Maryland
$834K +$264K +3,199 +46%
WT
553
Whittier Trust
California
$829K -$204K -2,476 -20%
EFS
554
Essex Financial Services
Connecticut
$805K +$63.6K +771 +9%
BRWA
555
B. Riley Wealth Advisors
Florida
$801K -$194K -2,351 -20%
OWD
556
Osborn Williams & Donohoe
Ohio
$793K -$82.1K -995 -9%
BAAM
557
Baker Avenue Asset Management
California
$791K – – –
DWM
558
Dakota Wealth Management
Florida
$787K -$24K -291 -3%
DAS
559
Dynamic Advisor Solutions
Arizona
$785K -$41.1K -498 -5%
UONDDL
560
University of Notre Dame du Lac
Indiana
$776K +$15.8K +191 +2%
SWPG
561
Strategic Wealth Partners Group
Illinois
$768K +$2.89K +35 +0.4%
LFA
562
Landmark Financial Advisors
Kentucky
$764K -$55.7K -675 -7%
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$763K -$22.3K -270 -3%
FFC
564
First Financial Corp
Indiana
$758K +$580K +7,025 +326%
AIA
565
Allegis Investment Advisors
Idaho
$754K -$806K -9,767 -52%
NFG
566
Nations Financial Group
Iowa
$749K -$5.61K -68 -0.7%
FHA
567
Flagship Harbor Advisors
Massachusetts
$748K +$748K +9,000 New
CAMG
568
CWA Asset Management Group
Florida
$745K -$17K -206 -2%
CAM
569
Covenant Asset Management
New Jersey
$745K +$745K +9,023 New
DDC
570
DF Dent & Co
Maryland
$744K – – –
CG
571
Caprock Group
Idaho
$744K +$540K +6,539 +264%
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$743K -$176K -2,135 -19%
JWBC
573
J.W. Burns & Co
New York
$740K -$55.1K -667 -7%
HCM
574
Howland Capital Management
Massachusetts
$734K -$2.56K -31 -0.3%
AA
575
Apriem Advisors
California
$730K +$39.5K +479 +6%
21 22
23
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