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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,015 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, 374 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
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
2.48%
New
95
Increased
374
Reduced
446
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$369M
2
Deutsche Bank
Deutsche Bank
Germany
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
Creative Planning
Creative Planning
Kansas
+$121M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$59.1M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
-$421M
2
Bank of America
Bank of America
North Carolina
-$239M
3
Wells Fargo
Wells Fargo
California
-$183M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
601
Farr Miller & Washington
District of Columbia
$622K – – –
EA
602
Efficient Advisors
Ohio
$618K +$43K +570 +7%
IWM
603
IHT Wealth Management
Illinois
$613K +$504K +6,769 +462%
AC
604
Abbrea Capital
California
$608K -$25.1K -333 -4%
PA
605
PFG Advisors
Arizona
$608K +$77.9K +1,032 +15%
RC
606
Roundview Capital
New Jersey
$607K +$12.2K +162 +2%
FA
607
FCG Advisors
New Jersey
$606K +$10.3K +137 +2%
Franklin Resources
608
Franklin Resources
California
$604K +$207K +2,743 +52%
SAM
609
Sawgrass Asset Management
Florida
$602K -$30.2K -400 -5%
MBT
610
Montecito Bank & Trust
California
$602K +$11.3K +150 +2%
MCM
611
MAI Capital Management
Ohio
$599K +$12.8K +170 +2%
EWM
612
Evercore Wealth Management
New York
$596K -$789K -10,452 -57%
MCP
613
Mirador Capital Partners
California
$595K -$14.1K -185 -2%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$592K -$281K -3,729 -32%
WCM
615
Wealthcare Capital Management
Virginia
$587K +$83.9K +1,112 +17%
MWP
616
MYCIO Wealth Partners
Pennsylvania
$581K -$110K -1,459 -16%
LIM
617
Loudon Investment Management
New Hampshire
$581K – – –
PG
618
Patten Group
Tennessee
$576K +$11.5K +152 +2%
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$576K +$74.9K +993 +15%
SAM
620
Summit Asset Management
Tennessee
$574K -$170K -2,256 -23%
WI
621
WBI Investments
New Jersey
$562K +$236K +3,120 +72%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$561K -$82K -1,086 -13%
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$557K -$2.02M -26,830 -78%
OIWM
624
OptiFour Integrated Wealth Management
Virginia
$557K -$754 -10 -0.1%
GEA
625
Glen Eagle Advisors
New Jersey
$556K -$4.6K -61 -0.8%
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