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Vanguard Real Estate ETF

1,017 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, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
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
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
626
Glen Eagle Advisors
New Jersey
$556K -$4.67K -61 -0.8%
BWA
627
BlueSky Wealth Advisors
North Carolina
$553K -$53K -693 -9%
SEI Investments
628
SEI Investments
Pennsylvania
$548K +$140K +1,826 +34%
MA
629
MCF Advisors
Kentucky
$537K -$147K -1,923 -21%
GWM
630
Geneos Wealth Management
Colorado
$537K -$23K -301 -4%
SBH
631
Segall Bryant & Hamill
Illinois
$537K -$4.06K -53 -0.7%
SRCM
632
Swift Run Capital Management
Virginia
$536K +$543K +7,100 New
BCA
633
Bray Capital Advisors
Florida
$535K +$9.18K +120 +2%
CIM
634
Confluence Investment Management
Missouri
$534K -$438K -5,717 -45%
TCM
635
Twin Capital Management
Pennsylvania
$534K +$52K +680 +11%
WA
636
Wilshire Advisors
California
$534K +$52K +680 +11%
Asset Management One
637
Asset Management One
Japan
$534K +$57.4K +750 +12%
CCM
638
Catawba Capital Management
Virginia
$531K -$130K -1,705 -19%
IAM
639
Integre Asset Management
New York
$531K
CJA
640
C-J Advisory
California
$530K +$306 +4 +0.1%
APSP
641
Asset Planning Services (Pennsylvania)
Pennsylvania
$526K +$10.9K +143 +2%
BWM
642
BigSur Wealth Management
Florida
$525K
PA
643
Paracle Advisors
Washington
$524K -$112K -1,466 -17%
VCM
644
Versant Capital Management
Arizona
$522K -$5.66K -74 -1%
PHAM
645
Palisades Hudson Asset Management
Florida
$522K +$55K +718 +12%
CCM
646
Coldstream Capital Management
Washington
$520K -$2.15M -28,069 -80%
MA
647
Mutual Advisors
Nebraska
$519K -$35.8K -468 -6%
EFS
648
Essex Financial Services
Connecticut
$517K +$524K +6,845 New
FNBOH
649
First National Bank of Hutchinson
Kansas
$516K
AWA
650
Arete Wealth Advisors
Illinois
$511K -$4.21K -55 -0.8%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.