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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
WCM
576
Windsor Capital Management
Arizona
$1.47M -$39K -430 -3%
LWA
577
Lenox Wealth Advisors
New York
$1.47M +$502K +5,534 +54%
Two Sigma Investments
578
Two Sigma Investments
New York
$1.47M +$817K +9,000 +134%
LCM
579
Liberty Capital Management
Michigan
$1.47M +$392K +4,316 +38%
AAS
580
Annex Advisory Services
Wisconsin
$1.43M +$343K +3,781 +33%
NIM
581
Northeast Investment Management
Massachusetts
$1.43M +$50.3K +554 +4%
MLICM
582
Metropolitan Life Insurance Company (MetLife)
New York
$1.43M +$1.1M +12,100 +378%
IA
583
Independence Advisors
Pennsylvania
$1.41M -$2.72K -30 -0.2%
ZF
584
Zhang Financial
Michigan
$1.41M -$84K -925 -6%
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$1.41M +$1.35M +14,879 +7,119%
MOS
586
MGO One Seven
Ohio
$1.4M +$831K +9,156 +157%
SFS
587
Sowell Financial Services
Arkansas
$1.4M +$1.36M +14,965 New
ET
588
Equitable Trust
Tennessee
$1.39M +$14.8K +163 +1%
LWAC
589
Laurel Wealth Advisors (California)
California
$1.37M +$31.3K +345 +2%
OIA
590
OneDigital Investment Advisors
Kansas
$1.36M -$393K -4,324 -23%
CF
591
Centaurus Financial
California
$1.36M +$190K +2,092 +17%
RIL
592
Rothschild Investment LLC
Illinois
$1.35M +$25.9K +285 +2%
AFA
593
American Financial Advisors
Georgia
$1.35M -$70.4K -776 -5%
FWIA
594
Fort Washington Investment Advisors
Ohio
$1.35M +$899K +9,900 +217%
FNT
595
First Nebraska Trust
Nebraska
$1.34M +$59.2K +652 +5%
NCM
596
Next Capital Management
New York
$1.33M
IWC
597
Integrated Wealth Concepts
Massachusetts
$1.33M +$94.6K +1,042 +8%
CIBC World Market
598
CIBC World Market
Ontario, Canada
$1.31M +$24.3K +268 +2%
BFO
599
Boston Family Office
Massachusetts
$1.31M -$17.1K -188 -1%
BCA
600
Bray Capital Advisors
Florida
$1.31M -$3.18K -35 -0.2%

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.