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Vanguard Real Estate ETF

836 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 391 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

88% more call options, than puts

Call options by funds: $518M | Put options by funds: $276M

53% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.1B → $19.5B (+$2.49B)

6% more funds holding

Funds holding: 790836 (+46)

4% more funds holding in top 10

Funds holding in top 10: 122127 (+5)

0.08% less ownership

Funds ownership: 57.31%57.22% (-0.08%)

Holders
836
Holders Change
+46
Holders Change %
+5.82%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
391
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
676
Gamble Jones Investment Counsel
California
$320K +$5.46K +65 +2%
AC
677
Alley Company
Illinois
$315K -$4.2K -50 -1%
CL
678
CIM LLC
New York
$314K +$4.96K +59 +2%
FWP
679
Fiduciary Wealth Partners
Massachusetts
$312K +$160K +1,908 +119%
ACP
680
Aviance Capital Partners
Florida
$311K +$294K +3,504 New
HCA
681
Harbour Capital Advisors
Virginia
$310K
CC
682
Courier Capital
New York
$305K +$8.4K +100 +3%
PP
683
Palladium Partners
Virginia
$304K +$3.11K +37 +1%
WA
684
WBH Advisory
Maryland
$301K -$18.2K -216 -6%
CPA
685
Court Place Advisors
Maryland
$295K +$8.99K +107 +3%
BW
686
Bison Wealth
Georgia
$295K +$43.2K +514 +18%
PWM
687
Perigon Wealth Management
California
$294K +$278K +3,310 New
QAM
688
QCI Asset Management
New York
$291K +$8.66K +103 +3%
OWP
689
Obermeyer Wealth Partners
Colorado
$290K +$275K +3,270 New
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$283K +$14.6K +174 +6%
BCP
691
Blue Chip Partners
Michigan
$281K +$2.02K +24 +0.8%
LA
692
LVW Advisors
New York
$280K +$266K +3,163 New
IIC
693
Ironwood Investment Counsel
Arizona
$274K -$44.1K -525 -14%
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$274K +$22.2K +264 +9%
IWA
695
Inspirion Wealth Advisors
Illinois
$273K
FPTW
696
Franklin, Parlapiano, Turner & Welch
Texas
$272K -$94.5K -1,124 -27%
NP
697
NorthRock Partners
Minnesota
$270K
IFA
698
Interactive Financial Advisors
Illinois
$268K -$4.32M -51,431 -94%
KFC
699
Klingenstein Fields & Co
New York
$268K
LRPA
700
L. Roy Papp & Associates
Arizona
$267K

VNQ Hedge Fund Activity: Q2 2016 in Review

836 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2016, worth a combined $19.5B — up 15% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new VNQ positions and 37 closed out — a net gain of 54 holders — while 391 added to existing stakes and 255 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $244M. The largest seller was AllianceBernstein, cutting an estimated $89.5M.

  • 836 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2016, up from 790 in Q1 2016.
  • Funds reported $19.5B of Vanguard Real Estate ETF stock for Q2 2016, up 15% quarter-over-quarter.
  • 91 funds opened new Vanguard Real Estate ETF positions in Q2 2016 and 37 closed out, a net change of +54 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2016 was Windhaven Investment Management, an estimated $244M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2016 was AllianceBernstein, an estimated $89.5M sold.

Based on aggregated 13F filings for Q2 2016.