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Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
676
Madison Investment Holdings
Wisconsin
$465K +$2.3K +30 +0.5%
JG
677
Jefferies Group
New York
$461K -$53.6K -700 -10%
WA
678
WBH Advisory
Maryland
$461K +$30.8K +403 +7%
MOS
679
MGO One Seven
Ohio
$460K -$93K -1,215 -17%
CFA
680
Capstone Financial Advisors
Illinois
$459K +$81.9K +1,070 +21%
SSWM
681
Sheets Smith Wealth Management
North Carolina
$457K -$16.3K -213 -3%
OIA
682
OneDigital Investment Advisors
Kansas
$455K -$237K -3,103 -34%
SFSIG
683
San Francisco Sentry Investment Group
California
$455K -$94.2K -1,231 -17%
MFW
684
Mosaic Family Wealth
Missouri
$454K -$15.9K -208 -3%
PCTC
685
Perkins Coie Trust Company
Washington
$452K -$25.1K -328 -5%
PCIG
686
Partners Capital Investment Group
Massachusetts
$451K -$4.8M -62,736 -91%
BCWM
687
Blue Chip Wealth Management
Florida
$451K +$457K +5,970 New
OAM
688
Occidental Asset Management
California
$446K -$20K -261 -4%
MSAM
689
Moloney Securities Asset Management
Missouri
$445K -$20.7K -271 -4%
KIA
690
KCM Investment Advisors
California
$444K -$158K -2,068 -26%
GLA
691
Good Life Advisors
Pennsylvania
$441K -$28.5K -373 -6%
AA
692
AlphaMark Advisors
Kentucky
$441K -$24.6K -322 -5%
KFP
693
Keystone Financial Planning
Ohio
$441K
GG
694
Gofen & Glossberg
Illinois
$439K +$108K +1,410 +32%
GIA
695
Granite Investment Advisors
New Hampshire
$436K
KCM
696
Kornitzer Capital Management
Kansas
$434K
WCWM
697
Wooster Corthell Wealth Management
Connecticut
$432K +$1.61K +21 +0.4%
VC
698
Vicus Capital
Pennsylvania
$430K -$208K -2,716 -32%
FCAG
699
First Capital Advisors Group
New Jersey
$430K -$62.3K -814 -13%
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$427K +$74.8K +978 +21%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.