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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,034 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.43%
New
82
Increased
409
Reduced
406
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$859M
3
Creative Planning
Creative Planning
Kansas
$523M
4
UBS Group
UBS Group
Switzerland
$333M
5
UCFA
United Capital Financial Advisors
Texas
$136M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.8B
2
SLF
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
Ameriprise
Minnesota
$280M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
APCM
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
601
Alpine Global Management
New York
$728K +$728K +9,019 New
LIM
602
Loudon Investment Management
New Hampshire
$717K – – –
HL
603
HeadInvest LLC
Maine
$715K -$11.3K -140 -2%
PA
604
PFG Advisors
Arizona
$703K -$13.9K -180 -2%
ANBT
605
American National Bank & Trust
Texas
$701K -$131K -1,626 -16%
TCM
606
Twele Capital Management
Minnesota
$699K – – –
BRWA
607
B. Riley Wealth Advisors
Florida
$697K -$17.6K -218 -2%
Franklin Resources
608
Franklin Resources
California
$693K – – –
SWM
609
SigFig Wealth Management
California
$678K +$155K +1,918 +30%
BFG
610
Bouchey Financial Group
New York
$677K – – –
EA
611
Efficient Advisors
Ohio
$676K -$323 -4 -0%
UBV
612
United Bank (Virginia)
Virginia
$675K – – –
FHC
613
First Heartland Consultants
Missouri
$670K -$42.9K -532 -6%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$669K – – –
RC
615
Roundview Capital
New Jersey
$667K +$12.3K +153 +2%
FMW
616
Farr Miller & Washington
District of Columbia
$665K +$665K +8,237 New
SC
617
SouthState Corp
Florida
$660K +$565 +7 +0.1%
MCP
618
Mirador Capital Partners
California
$657K +$28K +347 +4%
SBH
619
Segall Bryant & Hamill
Illinois
$654K -$26.1K -323 -4%
LFG
620
Larson Financial Group
Missouri
$653K -$91.6K -1,135 -12%
BAS
621
Brown Advisory Securities
Maryland
$648K -$67.1K -829 -9%
Chevy Chase Trust
622
Chevy Chase Trust
Maryland
$648K -$56.2K -697 -8%
BAC
623
Boys Arnold & Co
North Carolina
$644K -$32K -400 -5%
MA
624
Mutual Advisors
Nebraska
$641K +$83.9K +1,040 +15%
RGNCM
625
R.G. Niederhoffer Capital Management
New York
$637K +$637K +7,900 New
23 24
25
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