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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$958K
BA
552
Boston Advisors
Massachusetts
$958K +$11.6K +140 +1%
BHTS
553
Bar Harbor Trust Services
Maine
$956K +$273K +3,286 +40%
DWT
554
Dorsey & Whitney Trust
South Dakota
$953K -$32.4K -390 -3%
FFC
555
First Financial Corp
Indiana
$952K +$195K +2,353 +26%
Betterment LLC
556
Betterment LLC
New York
$951K +$297K +3,578 +45%
PCM
557
Parsons Capital Management
Rhode Island
$950K +$90.4K +1,090 +10%
FAN
558
Financial Advisors Network
California
$946K +$50.5K +609 +6%
SG
559
Somerset Group
Minnesota
$943K +$4.98K +60 +0.5%
CAS
560
Cue Advisory Services
Arizona
$941K +$26.1K +315 +3%
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$934K -$36.8K -444 -4%
SCM
562
Schnieders Capital Management
California
$913K -$4.15K -50 -0.5%
AIA
563
Allegis Investment Advisors
Idaho
$907K +$153K +1,840 +20%
OAM
564
Oppenheimer Asset Management
New York
$900K +$903K +10,890 New
SAM
565
Summit Asset Management
Tennessee
$897K -$29.8K -359 -3%
MIS
566
Morningstar Investment Services
Illinois
$871K -$7.31M -88,122 -89%
SGCA
567
Steel Grove Capital Advisors
Tennessee
$871K +$208K +2,512 +31%
NFG
568
Nations Financial Group
Iowa
$867K +$118K +1,423 +16%
HL
569
HeadInvest LLC
Maine
$865K
EP
570
Edgestream Partners
New Jersey
$861K +$642K +7,745 +289%
PP
571
Patten & Patten
Tennessee
$859K +$3.32K +40 +0.4%
AFG
572
Arkansas Financial Group
Arkansas
$854K
GFPC
573
Global Financial Private Capital
Florida
$853K +$857K +10,332 New
ZF
574
Zhang Financial
Michigan
$848K -$35.9K -433 -4%
LFA
575
Landmark Financial Advisors
Kentucky
$848K +$84.1K +1,014 +11%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.