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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
626
Global Retirement Partners
California
$642K +$146K +1,751 +29%
LIM
627
Loudon Investment Management
New Hampshire
$641K
MCP
628
Mirador Capital Partners
California
$640K +$367K +4,405 +137%
PG
629
Patten Group
Tennessee
$639K -$96.6K -1,158 -13%
SCM
630
SOL Capital Management
Maryland
$628K +$5.84K +70 +0.9%
GEA
631
Glen Eagle Advisors
New Jersey
$625K -$49.9K -598 -7%
SFM
632
Signet Financial Management
New Jersey
$624K -$26.6K -319 -4%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$614K -$17.1K -205 -3%
FWCM
634
Ferguson Wellman Capital Management
Oregon
$613K -$55.5K -665 -8%
GT
635
Greenleaf Trust
Michigan
$606K +$607K +7,281 New
LP
636
LGL Partners
Pennsylvania
$605K -$46.8K -561 -7%
PGFC
637
Peapack-Gladstone Financial Corp
New Jersey
$605K +$69.5K +834 +13%
BAM
638
Brave Asset Management
New Jersey
$604K +$214K +2,561 +55%
OCM
639
Orleans Capital Management
Louisiana
$603K -$4.17K -50 -0.7%
BC
640
Burney Company
Virginia
$598K -$48.5K -582 -7%
FAN
641
Financial Advisors Network
California
$596K -$373K -4,473 -38%
WA
642
Wealth Architects
California
$594K +$30.8K +369 +5%
WCM
643
Wealthcare Capital Management
Virginia
$591K +$112K +1,339 +23%
CJA
644
C-J Advisory
California
$590K +$4.92K +59 +0.8%
BWM
645
BigSur Wealth Management
Florida
$583K
TA
646
Tiedemann Advisors
New York
$582K +$584K +7,000 New
FCMT
647
Founders Capital Management (Texas)
Texas
$581K
VCM
648
Versant Capital Management
Arizona
$576K +$6.25K +75 +1%
MIM
649
Marco Investment Management
Georgia
$574K -$1.54M -18,525 -73%
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$572K -$237K -2,839 -29%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.