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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
651
HighVista Strategies
Massachusetts
$589K -$49.3K -594 -8%
CJA
652
C-J Advisory
California
$581K +$18.7K +226 +3%
TWMH
653
Tiedemann Wealth Management Holdings
New York
$578K
FCMT
654
Founders Capital Management (Texas)
Texas
$576K +$579K +6,975 New
CFMC
655
Curbstone Financial Management Corp
New Hampshire
$575K -$4.15K -50 -0.7%
EFS
656
Essex Financial Services
Connecticut
$569K -$238K -2,874 -29%
BWM
657
BigSur Wealth Management
Florida
$566K
TYCC
658
Texas Yale Capital Corp
Florida
$566K
VCM
659
Versant Capital Management
Arizona
$565K
APSP
660
Asset Planning Services (Pennsylvania)
Pennsylvania
$565K +$194K +2,335 +52%
ATC
661
Argent Trust Co
Tennessee
$563K +$21.2K +256 +4%
FANJ
662
Financial Architects (New Jersey)
New Jersey
$560K -$995 -12 -0.2%
WA
663
Wealth Architects
California
$559K -$42.2K -509 -7%
HIM
664
Hutchens Investment Management
New Hampshire
$559K +$562K +6,775 New
IA
665
Independence Advisors
Pennsylvania
$557K -$15.6K -188 -3%
PCTC
666
Perkins Coie Trust Company
Washington
$556K -$41.3K -498 -7%
MFW
667
Mosaic Family Wealth
Missouri
$555K -$79.5K -958 -12%
MCM
668
MAI Capital Management
Ohio
$555K +$166 +2 +0%
AC
669
Abbrea Capital
California
$553K +$34.4K +415 +7%
SWPG
670
Strategic Wealth Partners Group
Illinois
$550K -$219K -2,641 -28%
ISL
671
Ingalls & Snyder LLC
New York
$545K +$547K +6,595 New
RMCM
672
Reynders McVeigh Capital Management
Massachusetts
$541K +$415 +5 +0.1%
NED
673
Nancy E. Dempze
$539K +$541K +6,525 New
LS
674
Lattice Strategies
Pennsylvania
$537K -$123K -1,485 -19%
SNT
675
Security National Trust
West Virginia
$537K

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.