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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
TF
651
TimeScale Financial
Massachusetts
$1M -$194K -2,136 -17%
FI
652
FormulaFolio Investments
Michigan
$998K +$42.1K +464 +5%
IA
653
IFG Advisory
Georgia
$997K -$20.2K -223 -2%
CWM
654
CCG Wealth Management
California
$990K -$112K -1,237 -10%
WA
655
Wambolt & Associates
Colorado
$981K -$2K -22 -0.2%
NWM
656
Northwest Wealth Management
Iowa
$977K -$27.8K -306 -3%
1IA
657
1834 Investment Advisors
Wisconsin
$967K
Koshinski Asset Management
658
Koshinski Asset Management
Illinois
$959K +$46.2K +509 +5%
CCA
659
Cobblestone Capital Advisors
New York
$951K -$27.2K -300 -3%
WB
660
Webster Bank
Connecticut
$947K +$23.4K +258 +3%
CA
661
Claro Advisors
Massachusetts
$942K +$98K +1,079 +12%
JWS
662
Juncture Wealth Strategies
Arizona
$941K -$1.19M -13,098 -56%
HFA
663
High Falls Advisors
New York
$940K -$33.9K -373 -4%
RWA
664
Ropes Wealth Advisors
Massachusetts
$940K
FNBOSM
665
First National Bank of South Miami
Florida
$931K +$2.18K +24 +0.2%
DWT
666
Dorsey & Whitney Trust
South Dakota
$929K -$541K -5,957 -37%
UTC
667
Unified Trust Company
Kentucky
$927K
PCS
668
Personal CFO Solutions
New Jersey
$919K +$894K +9,851 New
BAM
669
Belpointe Asset Management
Nevada
$918K -$138K -1,523 -13%
PHS
670
Pekin Hardy Strauss
Illinois
$914K +$477K +5,255 +115%
TIA
671
Traphagen Investment Advisors
New Jersey
$912K
AP
672
Appleton Partners
Massachusetts
$909K -$58.5K -644 -6%
TCOO
673
Trust Company of Oklahoma
Oklahoma
$909K +$16.7K +184 +2%
ZB
674
Zions Bancorporation
Utah
$900K -$4.99K -55 -0.6%
HSA
675
HBK Sorce Advisory
Pennsylvania
$895K +$17.8K +196 +2%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.