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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

730 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 313 increasing their positions, 259 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
19.47%
Holding in Top 10
121
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.63%
% of All Funds
3.23%
New
77
Increased
313
Reduced
259
Closed
56
Calls
$50.6M
Puts
$646M
Net Calls
-$596M
Net Calls Change
-$485M

Top Buyers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$528M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
3
Bank of America
Bank of America
North Carolina
$2.67B
4
SWA
SFMG Wealth Advisors
Texas
$82.8M
5
Ameriprise
Ameriprise
Minnesota
$141M

Top Sellers

1
HS
HighVista Strategies
Massachusetts
$5.67M
2
WIM
Windhaven Investment Management
Massachusetts
$794M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$723M
5
SGS
Sterling Global Strategies
California
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
651
Integrated Wealth Counsel
California
$137K -$10M -118,782 -99%
BWFA
652
Baltimore-Washington Financial Advisors
Maryland
$137K +$122K +1,454 +826%
MJP
653
Michael J. Puzo
$134K +$134K +1,585 New
PCM
654
Parsons Capital Management
Rhode Island
$128K +$128K +1,520 New
FCCM
655
First City Capital Management
Georgia
$124K -$14.6K -173 -10%
CWM
656
Cranbrook Wealth Management
Michigan
$124K – – –
PMFA
657
Plante Moran Financial Advisors
Michigan
$124K +$5.89K +70 +5%
RWA
658
Ropes Wealth Advisors
Massachusetts
$119K +$119K +1,415 New
VCM
659
Vigilant Capital Management
Maine
$116K – – –
SSB
660
Sandy Spring Bank
Maryland
$110K +$10K +119 +10%
FIG
661
Fusion Investment Group
Pennsylvania
$109K -$428K -5,092 -80%
WA
662
WFG Advisors
Texas
$104K -$63.6K -753 -38%
FWM
663
Focused Wealth Management
New York
$104K -$2.29K -27 -2%
SAM
664
Shamrock Asset Management
Texas
$103K -$152K -1,801 -60%
CG
665
Cleary Gull
Wisconsin
$101K +$101K +1,196 New
ACS
666
Archford Capital Strategies
Illinois
$97.2K – – –
S
667
SignatureFD
Georgia
$87K +$10.5K +125 +14%
P
668
Palladiem
Pennsylvania
$86K -$133K -1,572 -61%
DBT
669
Dubuque Bank & Trust
Iowa
$86K +$4.55K +54 +6%
MWP
670
MYCIO Wealth Partners
Pennsylvania
$82K +$69.2K +822 +541%
AP
671
Advisors Preferred
Maryland
$78.2K -$23.8K -283 -23%
CHC
672
City Holding Co
West Virginia
$78K – – –
HI
673
Hudock Inc
Pennsylvania
$76K -$3.69K -44 -5%
ST
674
Somerset Trust
Pennsylvania
$70K +$70K +827 New
IC
675
Intersect Capital
California
$67K -$23K -289 -26%
25 26
27
28 29