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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

788 hedge funds and large institutions have $17.1B invested in Vanguard Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 348 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+20
Holders Change %
+2.6%
% of All Funds
21.03%
Holding in Top 10
122
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.67%
% of All Funds
3.26%
New
74
Increased
348
Reduced
274
Closed
45
Calls
$95.8M
Puts
$495M
Net Calls
-$399M
Net Calls Change
-$41M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.86B
2
AllianceBernstein
AllianceBernstein
Tennessee
$175M
3
State Street
State Street
Massachusetts
$294M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$85.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$211M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$490M
2
UBS Group
UBS Group
Switzerland
$176M
3
USAA
United Services Automobile Association
Texas
$66.3M
4
SF
Synovus Financial
Georgia
$618K
5
CS
Credit Suisse
Switzerland
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
601
Laurel Wealth Advisors (California)
California
$426K +$84 +1 +0%
ITIM
602
Indiana Trust & Investment Management
Indiana
$425K +$425K +5,067 New
NFC
603
Northeast Financial Consultants
Connecticut
$419K – – –
BCI
604
Brinker Capital Investments
Pennsylvania
$416K +$235K +2,797 +129%
BFM
605
Boothbay Fund Management
New York
$409K +$191K +2,282 +88%
PIM
606
Penobscot Investment Management
Massachusetts
$408K -$9.56K -114 -2%
SIC
607
Salem Investment Counselors
North Carolina
$407K – – –
SHCM
608
Stokes & Hubbell Capital Management
Louisiana
$406K +$406K +4,847 New
BIM
609
Bridges Investment Management
Nebraska
$405K – – –
ACA
610
Anchor Capital Advisors
Massachusetts
$404K -$5.53K -66 -1%
JWM
611
Jacobus Wealth Management
Wisconsin
$402K -$52.2K -624 -12%
FWCM
612
Ferguson Wellman Capital Management
Oregon
$389K -$386K -4,608 -50%
SBH
613
Segall Bryant & Hamill
Illinois
$389K +$8.39K +100 +2%
MSR
614
Main Street Research
Connecticut
$387K +$45.1K +538 +13%
APSP
615
Asset Planning Services (Pennsylvania)
Pennsylvania
$386K +$3.44K +41 +0.9%
PSUF
616
People's United Financial
Connecticut
$386K +$10.5K +125 +3%
MWM
617
Modera Wealth Management
New Jersey
$386K +$386K +4,604 New
CCMG
618
Clark Capital Management Group
Pennsylvania
$379K -$4.36K -52 -1%
NPF
619
Norris Perne & French
Michigan
$377K – – –
CSIC
620
Clifford Swan Investment Counsel
California
$377K +$28.5K +340 +8%
FMWA
621
Forvis Mazars Wealth Advisors
Missouri
$372K -$87.7K -1,046 -19%
FNBOH
622
First National Bank of Hutchinson
Kansas
$368K – – –
PAS
623
Professional Advisory Services
Florida
$363K – – –
CFA
624
Carroll Financial Associates
North Carolina
$361K +$118K +1,410 +49%
BCA
625
Benchmark Capital Advisors
New York
$356K -$62.8K -750 -15%
23 24
25
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