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Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OWD
576
Osborn Williams & Donohoe
Ohio
$712K +$2.14K +28 +0.3%
AWM
577
Aries Wealth Management
Maine
$711K
GWS
578
Glassman Wealth Services
Virginia
$709K +$60.4K +789 +9%
SYBT
579
Stock Yards Bank & Trust
Kentucky
$708K +$335K +4,373 +87%
BA
580
Bristlecone Advisors
Washington
$701K -$46.1K -602 -6%
DWM
581
Dakota Wealth Management
Florida
$701K -$612 -8 -0.1%
WA
582
Winfield Associates
Ohio
$700K -$367K -4,800 -34%
HMC
583
Higher Moment Capital
Massachusetts
$700K +$710K +9,277 New
BB
584
Busey Bank
Illinois
$692K +$407K +5,314 +138%
HL
585
HeadInvest LLC
Maine
$680K -$85.4K -1,116 -11%
DDC
586
DF Dent & Co
Maryland
$680K
WTB
587
Washington Trust Bank
Washington
$672K +$191K +2,492 +39%
BRWA
588
B. Riley Wealth Advisors
Florida
$667K -$6.12K -80 -0.9%
TCM
589
Twele Capital Management
Minnesota
$665K +$15.7K +205 +2%
ATC
590
Argent Trust Co
Tennessee
$660K +$263K +3,438 +65%
KTC
591
Kistler-Tiffany Companies
Pennsylvania
$655K -$134K -1,757 -17%
CCA
592
Clearwater Capital Advisors
Illinois
$654K -$1.86M -24,327 -74%
LFG
593
Larson Financial Group
Missouri
$647K -$113K -1,474 -15%
WSFS
594
Wilmington Savings Fund Society
Delaware
$643K
BFG
595
Bouchey Financial Group
New York
$641K -$2.1M -27,499 -76%
BAM
596
Belpointe Asset Management
Nevada
$640K -$121K -1,580 -16%
ISL
597
Ingalls & Snyder LLC
New York
$636K -$13.3K -174 -2%
KFA
598
Kelleher Financial Advisors
New York
$632K +$180K +2,350 +39%
PFBT
599
Parkside Financial Bank & Trust
Missouri
$630K +$268K +3,507 +72%
MCM
600
Manchester Capital Management
Vermont
$628K -$837K -10,935 -57%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.