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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,015 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.48%
New
95
Increased
374
Reduced
446
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$369M
2
Deutsche Bank
Deutsche Bank
Germany
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
Creative Planning
Creative Planning
Kansas
+$121M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$59.1M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
-$421M
2
Bank of America
Bank of America
North Carolina
-$239M
3
Wells Fargo
Wells Fargo
California
-$183M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$505K +$216K +2,866 +75%
TFCP
652
Twin Focus Capital Partners
Massachusetts
$502K +$151 +2 +0%
ACP
653
Aveo Capital Partners
Colorado
$502K +$207K +2,741 +70%
YWP
654
YorkBridge Wealth Partners
New York
$498K +$14.9K +200 +3%
WP
655
WealthShield Partners
North Carolina
$497K +$39.6K +525 +9%
CF
656
Centaurus Financial
California
$497K +$79.5K +1,053 +19%
FPCG
657
Fort Pitt Capital Group
Pennsylvania
$496K – – –
MWM
658
Modera Wealth Management
New Jersey
$491K +$23.6K +313 +5%
WJA
659
Williams Jones & Associates
New York
$491K +$491K +6,500 New
ADL
660
Asset Dedication LLC
California
$490K +$459K +6,084 +1,506%
ANTB
661
AMG National Trust Bank
Colorado
$487K -$50.2K -665 -9%
SDWMA
662
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$487K +6,448 New
AWM
663
Altium Wealth Management
New York
$485K -$66.3K -878 -12%
BCM
664
Boltwood Capital Management
California
$480K – – –
UR
665
USCA RIA
Texas
$480K +$15.2K +202 +3%
CRC
666
Curi RMB Capital
Illinois
$478K +$478K +6,329 New
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$477K -$13.7K -184 -3%
BG
668
Bahl & Gaynor
Ohio
$476K -$32.8K -435 -6%
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$474K -$76.8K -1,017 -14%
PCM
670
Pointe Capital Management
Michigan
$473K -$3.92K -52 -0.8%
SNT
671
Security National Trust
West Virginia
$471K – – –
SE
672
Summit Equities
New Jersey
$470K -$201K -2,667 -30%
IP
673
Intellectus Partners
California
$466K +$76.6K +1,015 +20%
AWP
674
Ascent Wealth Partners
New York
$465K -$16.2K -215 -3%
MIH
675
Madison Investment Holdings
Wisconsin
$465K +$2.27K +30 +0.5%
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