We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

769 hedge funds and large institutions have $15.4B invested in Vanguard Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 324 increasing their positions, 236 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 42

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 236

22% more funds holding in top 10

Funds holding in top 10: 98120 (+22)

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.11B)

10% more funds holding

Funds holding: 701769 (+68)

1.49% more ownership

Funds ownership: 54.39%55.88% (+1.5%)

93% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $384M

Holders
769
Holders Change
+68
Holders Change %
+9.7%
% of All Funds
20.17%
Holding in Top 10
120
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+22.45%
% of All Funds
3.15%
New
118
Increased
324
Reduced
236
Closed
42
Calls
$25.3M
Puts
$384M
Net Calls
-$358M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
676
Westport Resources Management
Connecticut
$200K
BL
677
Balentine LLC
Georgia
$185K +$184K +2,323 New
WTC
678
WhitTier Trust Company
Nevada
$181K
BCI
679
Brinker Capital Investments
Pennsylvania
$172K +$4.67K +59 +3%
IWC
680
Integrated Wealth Counsel
California
$166K +$36.4K +460 +28%
BKA
681
Brick & Kyle Associates
Pennsylvania
$165K -$23.7K -300 -13%
RFS
682
Rockefeller Financial Services
New York
$155K +$135K +1,700 +680%
HDIM
683
Hanson & Doremus Investment Management
Vermont
$148K +$3.56K +45 +2%
KKAMG
684
Kernodle & Katon Asset Management Group
Arkansas
$147K +$146K +1,849 New
FFC
685
First Financial Corp
Indiana
$141K
M
686
MOTCO
Texas
$139K -$24.6K -311 -15%
Victory Capital Management
687
Victory Capital Management
Texas
$138K
PMFA
688
Plante Moran Financial Advisors
Michigan
$138K +$91.5K +1,156 +203%
BMM
689
Buffington Mohr McNeal
Idaho
$137K
SMG
690
Spectrum Management Group
Indiana
$134K +$7.92K +100 +6%
FWP
691
Fiduciary Wealth Partners
Massachusetts
$128K +$205K +2,588 New
GAM
692
Gemmer Asset Management
California
$126K -$9.34K -118 -7%
FWM
693
Focused Wealth Management
New York
$126K +$15.2K +192 +14%
VHAM
694
Van Hulzen Asset Management
California
$126K +$125K +1,582 New
CHC
695
City Holding Co
West Virginia
$122K +$11.9K +150 +11%
SSB
696
Sandy Spring Bank
Maryland
$119K -$31.6K -399 -21%
CWM
697
Cranbrook Wealth Management
Michigan
$117K
S
698
SignatureFD
Georgia
$112K +$29.5K +373 +36%
VCM
699
Vigilant Capital Management
Maine
$110K
FIG
700
Fusion Investment Group
Pennsylvania
$106K -$30.8K -389 -23%

VNQ Hedge Fund Activity: Q4 2015 in Review

769 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2015, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VNQ positions and 42 closed out — a net gain of 76 holders — while 324 added to existing stakes and 236 trimmed.

The largest buyer was Wells Fargo, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $58.8M.

  • 769 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2015, up from 701 in Q3 2015.
  • Funds reported $15.4B of Vanguard Real Estate ETF stock for Q4 2015, up 16% quarter-over-quarter.
  • 118 funds opened new Vanguard Real Estate ETF positions in Q4 2015 and 42 closed out, a net change of +76 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2015 was Wells Fargo, an estimated $242M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $58.8M sold.

Based on aggregated 13F filings for Q4 2015.