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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,034 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.43%
New
82
Increased
409
Reduced
406
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$859M
3
Creative Planning
Creative Planning
Kansas
$523M
4
UBS Group
UBS Group
Switzerland
$333M
5
UCFA
United Capital Financial Advisors
Texas
$136M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.8B
2
SLF
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
Ameriprise
Minnesota
$280M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
APCM
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
676
Boltwood Capital Management
California
$509K – – –
SDWMA
677
Schneider Downs Wealth Management Advisors
Pennsylvania
$509K +$182K +2,259 +56%
PTC
678
Philadelphia Trust Company
Pennsylvania
$509K +$509K +6,314 New
Luther King Capital Management (LKCM)
679
Luther King Capital Management (LKCM)
Texas
$508K +$7.18K +89 +1%
JG
680
Jefferies Group
New York
$501K -$88.8K -1,100 -15%
BCWM
681
Blue Chip Wealth Management
Florida
$498K -$4.36K -54 -0.9%
PCIG
682
Partners Capital Investment Group
Massachusetts
$498K +$6.94K +86 +1%
AWP
683
Ascent Wealth Partners
New York
$496K -$403 -5 -0.1%
PMG
684
Private Management Group
California
$492K +$492K +6,100 New
MWM
685
Modera Wealth Management
New Jersey
$482K -$38.3K -475 -7%
SNT
686
Security National Trust
West Virginia
$480K – – –
OA
687
Oxbow Advisors
Texas
$478K +$116K +1,443 +32%
HCM
688
Howland Capital Management
Massachusetts
$476K – – –
OIWM
689
OptiFour Integrated Wealth Management
Virginia
$473K -$71K -880 -13%
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$472K – – –
GIA
691
Granite Investment Advisors
New Hampshire
$472K – – –
KFP
692
Keystone Financial Planning
Ohio
$471K – – –
WSFS
693
Wilmington Savings Fund Society
Delaware
$467K -$188K -2,329 -29%
AA
694
AlphaMark Advisors
Kentucky
$467K +$23.8K +295 +5%
KCM
695
Kornitzer Capital Management
Kansas
$464K – – –
CA
696
Calton & Associates
Florida
$462K +$106K +1,312 +30%
KTC
697
Kistler-Tiffany Companies
Pennsylvania
$459K -$80.3K -994 -15%
CAM
698
Cozad Asset Management
Illinois
$457K -$32.4K -402 -7%
PCM
699
Parsons Capital Management
Rhode Island
$456K +$4.84K +60 +1%
PFS
700
Prospera Financial Services
Texas
$455K -$76.3K -964 -14%
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