We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
676
Capital Analysts LLC
Pennsylvania
$886K -$165K -1,820 -16%
FFC
677
First Financial Corp
Indiana
$877K -$33.1K -365 -4%
CFGS
678
Concourse Financial Group Securities
Alabama
$873K -$2.25M -24,799 -73%
GI
679
Glovista Investments
New Jersey
$866K +$54.5K +600 +7%
MPM
680
Meritage Portfolio Management
Kansas
$864K -$9.11M -100,391 -92%
PA
681
Parkside Advisors
California
$864K +$841K +9,264 New
SCM
682
Schnieders Capital Management
California
$859K -$120K -1,325 -13%
SIG
683
Sargent Investment Group
Maryland
$856K +$97.1K +1,070 +13%
TLP
684
Trinity Legacy Partners
Texas
$852K +$260K +2,864 +46%
HKAM
685
Horizon Kinetics Asset Management
New York
$841K +$74.3K +818 +10%
CHC
686
City Holding Co
West Virginia
$841K +$338K +3,720 +70%
DBT
687
Dubuque Bank & Trust
Iowa
$834K
PAS
688
Partnervest Advisory Services
California
$830K +$34.7K +382 +4%
RFN
689
RDA Financial Network
Iowa
$828K +$308K +3,390 +62%
KFA
690
Kelleher Financial Advisors
New York
$826K -$157K -1,733 -16%
RFO
691
RiverGlades Family Offices
Florida
$821K -$31.8K -350 -4%
MCP
692
Mirador Capital Partners
California
$821K -$4.54K -50 -0.6%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$820K +$1.54K +17 +0.2%
VWM
694
Valley Wealth Managers
New Jersey
$819K -$202K -2,220 -20%
CDIA
695
Capital Directions Investment Advisors
Georgia
$816K -$55.6K -612 -7%
SC
696
Solstein Capital
California
$815K
MWP
697
MYCIO Wealth Partners
Pennsylvania
$815K +$5.26K +58 +0.7%
HL
698
HeadInvest LLC
Maine
$811K -$15.4K -170 -2%
GWS
699
Glassman Wealth Services
Virginia
$811K
TCM
700
Traynor Capital Management
Pennsylvania
$811K +$396K +4,366 +101%

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.