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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.14%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$236M
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
SGS
3
Sterling Global Strategies
California
$88M
4
Bank of America
4
Bank of America
North Carolina
$2.51B
5
Creative Planning
5
Creative Planning
Kansas
$369M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
WIM
2
Windhaven Investment Management
Massachusetts
$883M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$788M
5
EFS
5
Edelman Financial Services
Virginia
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
576
Joel Isaacson & Co
New York
$290K 3,583 +53 +2%
WPP
577
Whalerock Point Partners
Rhode Island
$286K 3,540 -115 -3%
GWM
578
Greenwich Wealth Management
Connecticut
$281K 4,675 – –
BCP
579
Blue Chip Partners
Michigan
$279K 3,442 +3,442 New
GLRA
580
Gerald L. Ray & Associates
Texas
$274K 3,391 – –
CC
581
Courier Capital
New York
$271K 3,341 – –
BB
582
Bell Bank
North Dakota
$270K 3,337 – –
AAM
583
Aureus Asset Management
Massachusetts
$262K 3,234 +3,234 New
CPA
584
Court Place Advisors
Maryland
$261K 3,225 -50 -2%
NI
585
Numeric Investors
Massachusetts
$259K 3,200 -400 -11%
GCA
586
Guardian Capital Advisors
Ontario, Canada
$259K 3,000 – –
LCP
587
Legacy Capital Partners
Wisconsin
$259K 3,193 +268 +9%
RC
588
Roundview Capital
New Jersey
$258K 3,190 – –
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$258K 3,186 +3,186 New
NPF
590
Norris Perne & French
Michigan
$255K 3,150 – –
WCM
591
Wisconsin Capital Management
Wisconsin
$253K 3,125 – –
GG
592
Gofen & Glossberg
Illinois
$253K 3,123 +1 +0%
NFG
593
Noven Financial Group
Colorado
$253K 3,129 +2 +0.1%
CA
594
Cambridge Advisors
Nebraska
$252K 3,105 +3,105 New
CW
595
Cabot-Wellington
Massachusetts
$250K 3,087 – –
SCA
596
STALEY CAPITAL ADVISERS
Pennsylvania
$249K 3,068 – –
DJSG
597
D.J. St. Germain
Massachusetts
$245K 3,025 +3,025 New
SAM
598
Shamrock Asset Management
Texas
$244K 3,018 +35 +1%
UR
599
USCA RIA
Texas
$244K 3,008 +111 +4%
CNC
600
Citizens & Northern Corp
Pennsylvania
$243K 3,000 – –
22 23
24
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