We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

943 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 422 increasing their positions, 342 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

23% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 342

1% more funds holding

Funds holding: 931943 (+12)

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$152M)

0.8% more ownership

Funds ownership: 55.23%56.03% (+0.8%)

4% less funds holding in top 10

Funds holding in top 10: 125120 (-5)

58% less call options, than puts

Call options by funds: $198M | Put options by funds: $470M

Holders
943
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
23.51%
Holding in Top 10
120
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4%
% of All Funds
2.99%
New
61
Increased
422
Reduced
342
Closed
42
Calls
$198M
Puts
$470M
Net Calls
-$272M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
651
Perkins Coie Trust Company
Washington
$560K
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$559K +$80.5K +964 +17%
Carson Wealth (CWM LLC)
653
Carson Wealth (CWM LLC)
Nebraska
$558K -$12.7K -152 -2%
Asset Management One
654
Asset Management One
Japan
$557K +$87.7K +1,050 +19%
EA
655
Efficient Advisors
Ohio
$556K -$873K -10,447 -61%
WA
656
Wealth Architects
California
$554K -$39K -467 -7%
IA
657
Independence Advisors
Pennsylvania
$554K
UBWV
658
United Bank (West Virginia)
West Virginia
$554K +$26.2K +314 +5%
AC
659
Abbrea Capital
California
$552K +$16.7K +200 +3%
AWMG
660
Alliance Wealth Management Group
New Jersey
$552K +$295K +3,535 +114%
CCM
661
Carlson Capital Management
Minnesota
$551K -$14.5K -173 -3%
CC
662
Cassaday & Co
Virginia
$549K +$129K +1,539 +30%
FPCG
663
Fort Pitt Capital Group
Pennsylvania
$546K +$234K +2,798 +74%
SDWMA
664
Schneider Downs Wealth Management Advisors
Pennsylvania
$538K -$767K -9,175 -59%
BCM
665
Boltwood Capital Management
California
$538K
HCP
666
Holt Capital Partners
Texas
$535K
SGS
667
Sterling Global Strategies
California
$535K +$538K +6,440 New
AWP
668
Ascent Wealth Partners
New York
$533K
GLA
669
Good Life Advisors
Pennsylvania
$533K +$5.85K +70 +1%
RWG
670
Regal Wealth Group
California
$524K +$2.84K +34 +0.5%
MSAM
671
Moloney Securities Asset Management
Missouri
$523K -$1K -12 -0.2%
AFG
672
American Financial Group
Ohio
$522K
MFW
673
Mosaic Family Wealth
Missouri
$521K +$7.77K +93 +2%
IWA
674
Inspirion Wealth Advisors
Illinois
$519K +$31.3K +375 +6%
SNT
675
Security National Trust
West Virginia
$518K -$16.7K -200 -3%