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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

903 hedge funds and large institutions have $18.3B invested in Vanguard Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 371 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+54
Holders Change %
+6.36%
% of All Funds
22.61%
Holding in Top 10
134
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.19%
% of All Funds
3.36%
New
131
Increased
371
Reduced
319
Closed
64
Calls
$181M
Puts
$335M
Net Calls
-$154M
Net Calls Change
+$282M

Top Buyers

1
IRF
IBM Retirement Fund
New York
+$272M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.3M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$71.3M
5
EFS
Edelman Financial Services
Virginia
+$58.3M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$478M
2
Wells Fargo
Wells Fargo
California
-$174M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$71.4M
4
State Street
State Street
Massachusetts
-$62.4M
5
UBS Group
UBS Group
Switzerland
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
601
Parkside Financial Bank & Trust
Missouri
$656K +$141K +1,713 +27%
CTC
602
Central Trust Company
Missouri
$655K -$131K -1,591 -17%
SSWM
603
Sheets Smith Wealth Management
North Carolina
$655K +$5.78K +70 +0.9%
Betterment LLC
604
Betterment LLC
New York
$655K +$208K +2,523 +47%
BCI
605
Brinker Capital Investments
Pennsylvania
$653K +$48.7K +590 +8%
SCG
606
Sonata Capital Group
Washington
$648K -$339K -4,110 -34%
FNBT
607
FineMark National Bank & Trust
Florida
$648K -$9K -109 -1%
OCM
608
Orleans Capital Management
Louisiana
$644K +$227K +2,750 +54%
MFS
609
McNamara Financial Services
Massachusetts
$640K +$20K +242 +3%
HS
610
HighVista Strategies
Massachusetts
$638K -$689K -8,343 -52%
LP
611
LGL Partners
Pennsylvania
$638K -$215K -2,608 -25%
LIM
612
Loudon Investment Management
New Hampshire
$635K – – –
MFW
613
Mosaic Family Wealth
Missouri
$634K +$20.8K +252 +3%
CIBC World Market
614
CIBC World Market
Ontario, Canada
$625K -$1.6M -19,399 -72%
RC
615
Roundview Capital
New Jersey
$624K +$97.1K +1,176 +18%
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$617K -$55.5K -673 -8%
CDIA
617
Capital Directions Investment Advisors
Georgia
$613K +$30.9K +375 +5%
BNP Paribas Financial Markets
618
BNP Paribas Financial Markets
France
$609K -$61.9K -750 -9%
OIA
619
Optimum Investment Advisors
Illinois
$607K -$54.4K -659 -8%
KIA
620
KCM Investment Advisors
California
$602K +$66.8K +810 +12%
WA
621
Wealth Architects
California
$601K +$12.3K +149 +2%
PCTC
622
Perkins Coie Trust Company
Washington
$597K – – –
SIA
623
Spruce Investment Advisors
Connecticut
$592K +$592K +7,176 New
SFM
624
Signet Financial Management
New Jersey
$590K -$32.3K -391 -5%
NEPWA
625
New England Private Wealth Advisors
Massachusetts
$590K -$5.95K -72 -1%
23 24
25
26 27