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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,173 hedge funds and large institutions have $19.6B invested in Vanguard Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 458 increasing their positions, 413 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+56
Holders Change %
+5.01%
% of All Funds
25.43%
Holding in Top 10
136
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.48%
% of All Funds
2.95%
New
139
Increased
458
Reduced
413
Closed
62
Calls
$171M
Puts
$407M
Net Calls
-$236M
Net Calls Change
+$1.03B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
2
CSIA
Charles Schwab Investment Advisory
California
+$310M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$169M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$98.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$288M
2
UBS Group
UBS Group
Switzerland
-$272M
3
Nomura Holdings
Nomura Holdings
Japan
-$97.3M
4
Ameriprise
Ameriprise
Minnesota
-$88.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
651
Cresset Asset Management
Illinois
$863K +$180K +2,055 +26%
WI
652
WrapManager Inc
California
$857K -$617K -7,104 -42%
RVPG
653
Relative Value Partners Group
$856K – – –
CDIA
654
Capital Directions Investment Advisors
Georgia
$856K +$16.3K +187 +2%
GWS
655
Glassman Wealth Services
Virginia
$850K +$7.82K +90 +0.9%
HFA
656
High Falls Advisors
New York
$849K +$849K +9,763 New
WA
657
Wambolt & Associates
Colorado
$844K +$69.2K +796 +9%
ECM
658
Elgethun Capital Management
South Dakota
$842K – – –
ZB
659
Zions Bancorporation
Utah
$837K +$837K +9,640 New
FWM
660
Foresight Wealth Management
Utah
$831K -$306K -3,515 -27%
HSA
661
HBK Sorce Advisory
Pennsylvania
$826K +$7.3K +84 +0.9%
UBV
662
United Bank (Virginia)
Virginia
$814K +$86.9K +1,000 +12%
AP
663
Appleton Partners
Massachusetts
$811K -$25K -288 -3%
SMDAM
664
Sumitomo Mitsui DS Asset Management
Japan
$806K +$806K +9,285 New
HS
665
Horan Securities
United States
$804K -$14.8K -170 -2%
FI
666
FormulaFolio Investments
Michigan
$803K -$62K -713 -7%
RFO
667
RiverGlades Family Offices
Florida
$791K +$791K +9,103 New
LWA
668
Lenox Wealth Advisors
New York
$781K +$473K +5,440 +154%
PFBT
669
Parkside Financial Bank & Trust
Missouri
$780K -$26.1K -300 -3%
TCOO
670
Trust Company of Oklahoma
Oklahoma
$779K +$3.65K +42 +0.5%
MCM
671
MAI Capital Management
Ohio
$776K -$75.7K -871 -9%
LIM
672
Loudon Investment Management
New Hampshire
$773K – – –
HL
673
HeadInvest LLC
Maine
$771K -$771K -8,866 -50%
SWM
674
SigFig Wealth Management
California
$769K +$4.52K +52 +0.6%
Principal Financial Group
675
Principal Financial Group
Iowa
$767K -$3.59M -41,262 -82%
25 26
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