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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

849 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 411 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+14
Holders Change %
+1.68%
% of All Funds
22.69%
Holding in Top 10
137
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.87%
% of All Funds
3.66%
New
65
Increased
411
Reduced
279
Closed
44
Calls
$118M
Puts
$554M
Net Calls
-$436M
Net Calls Change
-$678M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$147M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$113M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$94.1M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$70.5M
5
UBS Group
UBS Group
Switzerland
+$64.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$411M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$189M
3
Citigroup
Citigroup
New York
-$129M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$78M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
651
Noven Financial Group
Colorado
$438K +$219K +2,496 +100%
SCA
652
Salient Capital Advisors
Texas
$436K -$29.5K -340 -6%
WTB
653
Washington Trust Bank
Washington
$433K -$20.6K -238 -5%
RPGK
654
Retirement Planning Group (Kansas)
Kansas
$428K -$96.5K -1,112 -18%
CSIC
655
Clifford Swan Investment Counsel
California
$418K +$28K +323 +7%
JWM
656
Jacobus Wealth Management
Wisconsin
$417K – – –
BIM
657
Bridges Investment Management
Nebraska
$410K -$8.66K -100 -2%
MSR
658
Main Street Research
Connecticut
$407K +$10.5K +121 +3%
CFA
659
Carroll Financial Associates
North Carolina
$407K +$33.1K +382 +9%
GG
660
Gofen & Glossberg
Illinois
$405K +$4.42K +51 +1%
MIC
661
Meridian Investment Counsel
California
$405K +$40.2K +464 +11%
MWM
662
Modera Wealth Management
New Jersey
$403K +$26K +300 +7%
HCA
663
Harbour Capital Advisors
Virginia
$402K +$98.8K +1,140 +33%
APSP
664
Asset Planning Services (Pennsylvania)
Pennsylvania
$401K +$1.13K +13 +0.3%
VV
665
Valentine Ventures
Oregon
$401K +$7.56K +87 +2%
PIM
666
Penobscot Investment Management
Massachusetts
$397K -$24.5K -283 -6%
PCP
667
Proficio Capital Partners
Massachusetts
$396K – – –
BG
668
Bahl & Gaynor
Ohio
$391K -$18.7K -215 -5%
NPF
669
Norris Perne & French
Michigan
$390K – – –
BWP
670
Baldwin Wealth Partners
Massachusetts
$386K -$314K -3,619 -45%
FNBOH
671
First National Bank of Hutchinson
Kansas
$386K – – –
PAS
672
Professional Advisory Services
Florida
$376K – – –
SFA
673
Sequoia Financial Advisors
Ohio
$376K +$16.1K +185 +4%
BCA
674
Benchmark Capital Advisors
New York
$374K – – –
AEPG
675
American Economic Planning Group
New Jersey
$372K – – –
25 26
27
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