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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

849 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 411 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+14
Holders Change %
+1.68%
% of All Funds
22.69%
Holding in Top 10
137
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.87%
% of All Funds
3.66%
New
65
Increased
411
Reduced
279
Closed
44
Calls
$118M
Puts
$554M
Net Calls
-$436M
Net Calls Change
-$678M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$147M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$113M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$94.1M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$70.5M
5
UBS Group
UBS Group
Switzerland
+$64.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$411M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$189M
3
Citigroup
Citigroup
New York
-$129M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
676
Baker Boyer National Bank
Washington
$362K – – –
PSUF
677
People's United Financial
Connecticut
$361K +$607 +7 +0.2%
WCM
678
Weatherstone Capital Management
Colorado
$359K -$1.54M -17,809 -81%
OC
679
Oakworth Capital
Alabama
$359K +$17.8K +205 +5%
SWA
680
SFMG Wealth Advisors
Texas
$354K -$12.6K -145 -3%
CAM
681
Concorde Asset Management
Michigan
$345K -$50.3K -577 -13%
LWAC
682
Laurel Wealth Advisors (California)
California
$342K -$27.2K -314 -7%
FWP
683
Fiduciary Wealth Partners
Massachusetts
$339K +$33.8K +390 +11%
SNBOSD
684
Security National Bank of So Dak
Iowa
$338K +$80.2K +925 +31%
DMS
685
Discretionary Management Services
Kansas
$334K – – –
SCM
686
Southport Capital Management
Tennessee
$328K +$10.7K +123 +3%
IWA
687
Inspirion Wealth Advisors
Illinois
$328K +$60.9K +702 +23%
FMWA
688
Forvis Mazars Wealth Advisors
Missouri
$327K – – –
WAM
689
Weatherly Asset Management
California
$326K +$127K +1,460 +63%
SCA
690
STALEY CAPITAL ADVISERS
Pennsylvania
$325K +$6.68K +77 +2%
ACP
691
Aviance Capital Partners
Florida
$319K +$15.2K +175 +5%
TCM
692
Traynor Capital Management
Pennsylvania
$318K +$68.9K +823 +28%
CC
693
Courier Capital
New York
$314K +$15.9K +184 +5%
TSS
694
Two Sigma Securities
New York
$312K +$312K +3,596 New
WAS
695
WESPAC Advisors SoCal
California
$310K -$13K -150 -4%
AC
696
Alley Company
Illinois
$308K – – –
CCB
697
Cutter & Co Brokerage
Missouri
$308K +$60.9K +703 +25%
GJIC
698
Gamble Jones Investment Counsel
California
$302K -$10.7K -123 -3%
S
699
SignatureFD
Georgia
$301K +$128K +1,474 +74%
JFA
700
JNBA Financial Advisors
Minnesota
$301K +$289K +3,331 +2,414%
26 27
28
29 30