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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

903 hedge funds and large institutions have $18.3B invested in Vanguard Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 371 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+54
Holders Change %
+6.36%
% of All Funds
22.61%
Holding in Top 10
134
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.19%
% of All Funds
3.36%
New
131
Increased
371
Reduced
319
Closed
64
Calls
$181M
Puts
$335M
Net Calls
-$154M
Net Calls Change
+$282M

Top Buyers

1
IRF
IBM Retirement Fund
New York
+$272M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.3M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$71.3M
5
EFS
Edelman Financial Services
Virginia
+$58.3M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$478M
2
Wells Fargo
Wells Fargo
California
-$174M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$71.4M
4
State Street
State Street
Massachusetts
-$62.4M
5
UBS Group
UBS Group
Switzerland
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
676
Clifford Swan Investment Counsel
California
$447K +$49.7K +602 +13%
GRP
677
Global Retirement Partners
California
$447K +$447K +5,419 New
MWM
678
Modera Wealth Management
New Jersey
$446K +$61.9K +749 +16%
IIC
679
Integrated Investment Consultants
Michigan
$443K – – –
CFA
680
Capstone Financial Advisors
Illinois
$435K -$32.6K -395 -7%
APP
681
Avantax Planning Partners
Iowa
$435K +$435K +5,276 New
WA
682
WBH Advisory
Maryland
$434K -$65.3K -793 -13%
BIM
683
BlackRock Investment Management
Delaware
$433K +$1.57K +19 +0.4%
CFA
684
Carroll Financial Associates
North Carolina
$433K +$46.2K +560 +12%
GLA
685
Good Life Advisors
Pennsylvania
$432K +$432K +5,264 New
AIP
686
Almanack Investment Partners
Pennsylvania
$424K +$424K +5,141 New
SIC
687
Salem Investment Counselors
North Carolina
$421K – – –
YWP
688
YorkBridge Wealth Partners
New York
$421K +$421K +5,255 New
AFG
689
American Financial Group
Ohio
$420K – – –
BG
690
Bahl & Gaynor
Ohio
$419K +$47.2K +571 +13%
ITIM
691
Indiana Trust & Investment Management
Indiana
$417K – – –
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$417K +$417K +5,019 New
CIR
693
Clear Investment Research
Georgia
$416K -$24.8K -300 -6%
CCT
694
Country Club Trust
Missouri
$415K -$49.9K -605 -11%
BB
695
Busey Bank
Illinois
$415K -$45K -545 -10%
SCA
696
Salient Capital Advisors
Texas
$415K – – –
WTB
697
Washington Trust Bank
Washington
$413K +$1.07K +13 +0.3%
WPP
698
Whalerock Point Partners
Rhode Island
$411K -$317K -3,838 -44%
SFA
699
Sequoia Financial Advisors
Ohio
$410K +$52.5K +636 +15%
WIM
700
Westside Investment Management
California
$409K +$409K +4,969 New
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28
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