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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
551
Woodmont Investment Counsel
Tennessee
$1.65M -$75K -826 -4%
MBT
552
Montecito Bank & Trust
California
$1.65M -$18.8K -207 -1%
WPC
553
Waters Parkerson & Co
Louisiana
$1.64M
SFG
554
SNS Financial Group
Minnesota
$1.63M -$28.7K -316 -2%
FPS
555
Fieldpoint Private Securities
Connecticut
$1.63M +$258K +2,840 +19%
DHFB
556
Dixon Hubard Feinour & Brown
Virginia
$1.62M -$5.9K -65 -0.4%
HFA
557
Huber Financial Advisors
Illinois
$1.62M -$51.7K -569 -3%
CAM
558
Cresset Asset Management
Illinois
$1.62M +$486K +5,352 +45%
ACP
559
Ashfield Capital Partners
California
$1.62M +$1.57M +17,331 New
SLT
560
St Louis Trust
Missouri
$1.61M
HCM
561
Hollencrest Capital Management
California
$1.6M +$4.54K +50 +0.3%
SCM
562
Sterling Capital Management
North Carolina
$1.58M +$19.2K +211 +1%
GA
563
GFS Advisors
Texas
$1.57M +$146K +1,607 +11%
CFS
564
CRA Financial Services
New Jersey
$1.57M -$55.4K -610 -3%
WA
565
Winfield Associates
Ohio
$1.57M +$890K +9,803 +140%
EWM
566
Evercore Wealth Management
New York
$1.55M +$199K +2,191 +15%
PWA
567
Physician Wealth Advisors
Utah
$1.55M +$1.53M +16,865 New
CAM
568
Covenant Asset Management
New Jersey
$1.55M +$229K +2,526 +18%
BCI
569
Brinker Capital Investments
Pennsylvania
$1.54M -$215K -2,368 -13%
NP
570
NorthRock Partners
Minnesota
$1.52M +$1.17M +12,893 +372%
FGAM
571
Financial Gravity Asset Management
Texas
$1.52M -$304K -3,353 -17%
HPC
572
HM Payson & Co
Maine
$1.5M +$64.6K +712 +5%
Bessemer Group
573
Bessemer Group
New Jersey
$1.5M -$31.8K -350 -2%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$1.48M +$96.4K +1,062 +7%
EBT
575
Enterprise Bank & Trust
Massachusetts
$1.48M -$19.2K -211 -1%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.