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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.8B
2
SLF
2
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$280M
4
Bank of America
4
Bank of America
North Carolina
$1.09B
5
APCM
5
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
626
Westside Investment Management
California
$637K +$20.9K +263 +3%
PG
627
Patten Group
Tennessee
$635K -$1.78K -22 -0.3%
MWP
628
MYCIO Wealth Partners
Pennsylvania
$631K +$3.55K +44 +0.6%
PHAM
629
Palisades Hudson Asset Management
Florida
$628K +$57K +706 +10%
ADL
630
Asset Dedication LLC
California
$622K -$218K -2,701 -26%
CAL
631
Capital Analysts LLC
Pennsylvania
$616K +$108K +1,337 +21%
SAM
632
Sawgrass Asset Management
Florida
$615K -$28.2K -350 -4%
SPL
633
Smart Portfolios LLC
Washington
$615K +$323 +4 +0.1%
MWA
634
Martel Wealth Advisors
Washington
$615K +$615K +7,620 New
SBWM
635
Sunflower Bank Wealth Management
Arizona
$614K – – –
PCM
636
Pointe Capital Management
Michigan
$607K +$115K +1,424 +23%
CC
637
Callan Capital
California
$604K +$93.9K +1,164 +18%
WCM
638
Wealthcare Capital Management
Virginia
$599K -$21K -261 -3%
HA
639
Hays Advisory
Tennessee
$599K +$2.18K +27 +0.4%
GEA
640
Glen Eagle Advisors
New Jersey
$595K +$565 +7 +0.1%
MCM
641
MAI Capital Management
Ohio
$587K -$28.1K -348 -5%
KBFS
642
Kohmann Bosshard Financial Services
Ohio
$585K +$44.8K +555 +8%
CIM
643
Confluence Investment Management
Missouri
$580K -$23.5K -291 -4%
BWA
644
BlueSky Wealth Advisors
North Carolina
$566K -$11.9K -150 -2%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$565K -$61.5K -762 -10%
FCFC
646
First Commonwealth Financial Corp
Pennsylvania
$564K +$564K +6,984 New
APSP
647
Asset Planning Services (Pennsylvania)
Pennsylvania
$563K +$5.48K +68 +1%
BWM
648
BigSur Wealth Management
Florida
$561K – – –
CWA
649
Cypress Wealth Advisors
California
$560K -$258K -3,198 -32%
Kovitz Investment Group Partners
650
Kovitz Investment Group Partners
Illinois
$559K – – –
24 25
26
27 28