VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

835 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 390 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+47
Holders Change %
+5.96%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
390
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$521M
2
Wells Fargo
Wells Fargo
California
$4.34B
3
Allianz Asset Management
Allianz Asset Management
Germany
$235M
4
Citigroup
Citigroup
New York
$140M
5
Citadel Advisors
Citadel Advisors
Florida
$82.8M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$91.1M
2
LPL Financial
LPL Financial
California
$118M
3
CIM
Calvert Investment Management
Maryland
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$67M
5
HNB
Huntington National Bank
Ohio
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
651
Professional Advisory Services
Florida
$384K – – –
FNBOH
652
First National Bank of Hutchinson
Kansas
$383K – – –
BCA
653
Benchmark Capital Advisors
New York
$383K +$5.77K +65 +2%
CFA
654
Carroll Financial Associates
North Carolina
$382K – – –
AEPG
655
American Economic Planning Group
New Jersey
$379K +$379K +4,274 New
LWAC
656
Laurel Wealth Advisors (California)
California
$378K -$73K -823 -16%
SWA
657
SFMG Wealth Advisors
Texas
$375K +$6.03K +68 +2%
MIC
658
Meridian Investment Counsel
California
$373K – – –
BCA
659
Bray Capital Advisors
Florida
$372K +$39.8K +449 +12%
BBNB
660
Baker Boyer National Bank
Washington
$370K – – –
PSUF
661
People's United Financial
Connecticut
$369K -$39.6K -446 -10%
SFA
662
Sequoia Financial Advisors
Ohio
$368K +$10.7K +120 +3%
CFB
663
Cullen/Frost Bankers
Texas
$361K – – –
FNT
664
First National Trust
Pennsylvania
$361K +$66.7K +751 +23%
TCM
665
Telos Capital Management
California
$342K +$17.3K +195 +5%
DMS
666
Discretionary Management Services
Kansas
$341K +$341K +3,850 New
BFM
667
Boothbay Fund Management
New York
$334K -$99.4K -1,121 -23%
FMWA
668
Forvis Mazars Wealth Advisors
Missouri
$334K -$59.2K -668 -15%
WAS
669
WESPAC Advisors SoCal
California
$330K – – –
OC
670
Oakworth Capital
Alabama
$328K -$24.2K -289 -7%
PP
671
Paloma Partners
Connecticut
$328K +$328K +3,700 New
SCA
672
STALEY CAPITAL ADVISERS
Pennsylvania
$325K – – –
SCM
673
Southport Capital Management
Tennessee
$324K -$13.4K -151 -4%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$323K +$29.4K +331 +10%
GJIC
675
Gamble Jones Investment Counsel
California
$320K +$5.77K +65 +2%
25 26
27
28 29