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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,034 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.43%
New
82
Increased
409
Reduced
406
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$659M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
Creative Planning
3
Creative Planning
Kansas
$523M
4
UBS Group
4
UBS Group
Switzerland
$333M
5
UCFA
5
United Capital Financial Advisors
Texas
$136M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.8B
2
SLF
2
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$280M
4
Bank of America
4
Bank of America
North Carolina
$1.09B
5
APCM
5
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
551
Global Financial Private Capital
Florida
$938K -$163K -2,022 -15%
ONST
552
Old North State Trust
North Carolina
$936K +$936K +11,607 New
AP
553
Appleton Partners
Massachusetts
$931K -$143K -1,775 -13%
SIAS
554
Shine Investment Advisory Services
Colorado
$930K -$2.95M -36,586 -76%
SCM
555
Schnieders Capital Management
California
$927K -$76.6K -950 -8%
MHIC
556
Marble Harbor Investment Counsel
Massachusetts
$927K – – –
CP
557
Camelot Portfolios
Ohio
$916K -$51.6K -640 -5%
ZF
558
Zhang Financial
Michigan
$908K +$639 +8 +0.1%
WPW
559
Waldron Private Wealth
Pennsylvania
$889K +$533K +6,604 +149%
OCM
560
One Capital Management
California
$888K +$49.2K +610 +6%
FPS
561
Fieldpoint Private Securities
Connecticut
$886K – – –
AF
562
Advisornet Financial
Minnesota
$885K -$911K -11,284 -51%
GCA
563
Gradient Capital Advisors
California
$880K – – –
BA
564
Boston Advisors
Massachusetts
$876K +$33.2K +412 +4%
MFW
565
Mosaic Family Wealth
Missouri
$876K +$212K +2,632 +32%
WI
566
WrapManager Inc
California
$864K +$112K +1,391 +15%
SSP
567
Sapphire Star Partners
Washington
$859K -$39.9K -495 -4%
UOTTAIMCU
568
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$859K +$5.41K +67 +0.6%
CCP
569
Cardan Capital Partners
Colorado
$855K – – –
CHA
570
Cedar Hill Associates
Illinois
$851K -$14.5K -180 -2%
CAMG
571
CWA Asset Management Group
Florida
$846K -$7.35K -91 -0.9%
HT
572
HighTower Trust
Texas
$845K – – –
1IA
573
1834 Investment Advisors
Wisconsin
$839K – – –
RWA
574
Ropes Wealth Advisors
Massachusetts
$823K +$16.1K +200 +2%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$817K -$668K -8,283 -45%
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23
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