We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
651
Asset Planning Services (Pennsylvania)
Pennsylvania
$572K +$3.17K +38 +0.6%
ATC
652
Argent Trust Co
Tennessee
$566K -$584 -7 -0.1%
CCM
653
Carlson Capital Management
Minnesota
$566K +$568K +6,806 New
PCTC
654
Perkins Coie Trust Company
Washington
$560K
IA
655
Independence Advisors
Pennsylvania
$555K -$6.67K -80 -1%
SWPG
656
Strategic Wealth Partners Group
Illinois
$555K
OIA
657
OneDigital Investment Advisors
Kansas
$552K +$553K +6,627 New
RMCM
658
Reynders McVeigh Capital Management
Massachusetts
$546K +$667 +8 +0.1%
NED
659
Nancy E. Dempze
$543K
BCM
660
Boltwood Capital Management
California
$539K
AC
661
Abbrea Capital
California
$536K -$20.8K -250 -4%
SNT
662
Security National Trust
West Virginia
$536K -$5.34K -64 -1%
HCP
663
Holt Capital Partners
Texas
$536K
AWP
664
Ascent Wealth Partners
New York
$534K
BHTS
665
Bar Harbor Trust Services
Maine
$531K -$434K -5,203 -45%
CFMC
666
Curbstone Financial Management Corp
New Hampshire
$529K -$50K -600 -9%
UBWV
667
United Bank (West Virginia)
West Virginia
$529K +$53K +636 +11%
FNB
668
Farmers National Bank
Kentucky
$528K +$418K +5,013 +378%
MSAM
669
Moloney Securities Asset Management
Missouri
$525K +$33K +396 +7%
AFG
670
American Financial Group
Ohio
$523K +$99.2K +1,190 +23%
RWG
671
Regal Wealth Group
California
$522K +$417 +5 +0.1%
OIA
672
Optimum Investment Advisors
Illinois
$515K -$118K -1,418 -19%
MFW
673
Mosaic Family Wealth
Missouri
$514K -$45.5K -546 -8%
GLA
674
Good Life Advisors
Pennsylvania
$514K -$10.9K -131 -2%
FANJ
675
Financial Architects (New Jersey)
New Jersey
$513K -$52.1K -625 -9%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.