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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.14%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$236M
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
SGS
3
Sterling Global Strategies
California
$88M
4
Bank of America
4
Bank of America
North Carolina
$2.51B
5
Creative Planning
5
Creative Planning
Kansas
$369M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
WIM
2
Windhaven Investment Management
Massachusetts
$883M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$788M
5
EFS
5
Edelman Financial Services
Virginia
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
701
Karp Capital Management
California
$12K 146 +146 New
GI
702
Gradient Investments
Minnesota
$11K 134 -213 -61%
KPCM
703
Kings Point Capital Management
New York
$10K 125 +125 New
AP
704
Atwood & Palmer
Missouri
$9K 100 -930 -90%
ARMC
705
American Research & Management Company
Massachusetts
$9K 116 – –
PWM
706
ParenteBeard Wealth Management
Pennsylvania
$8.62K 698 -16,173 -96%
LWA
707
Lenox Wealth Advisors
New York
$8K 97 -76,197 -100%
MFBTD
708
MB Financial Bank - Trust Department
Illinois
$8K 100 -100 -50%
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$8K 100 – –
SFWA
710
Summit Financial Wealth Advisors
Louisiana
$8K 100 +100 New
OSNBOA
711
Old Second National Bank of Aurora
Illinois
$7K 90 – –
EMA
712
Efficient Market Advisors
California
$7K 83 +4 +5%
HW
713
Hedeker Wealth
Illinois
$7K 88 +88 New
LWM
714
LBA Wealth Management
Florida
$6K 80 – –
HCM
715
Highlander Capital Management
New Jersey
$6K 80 – –
LS
716
Lupo Securities
Illinois
$4.21K 52 +52 New
PFG
717
Pacific Financial Group
Washington
$4K 55 +55 New
CP
718
Corbenic Partners
Pennsylvania
$2K 26 +10 +63%
NDSI
719
Newman Dignan & Sheerar Inc
Rhode Island
$533 6,584 +270 +4%
BRWA
720
B. Riley Wealth Advisors
Florida
$470 5,809 +1,113 +24%
BNP Paribas Financial Markets
721
BNP Paribas Financial Markets
France
– – -975,335 Closed
AA
722
ALPS Advisors
Colorado
– – -329,154 Closed
Ohio Public Employees Retirement System (OPERS)
723
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -170,667 Closed
Capital Fund Management (CFM)
724
Capital Fund Management (CFM)
France
– – -87,700 Closed
Two Sigma Advisers
725
Two Sigma Advisers
New York
– – -26,500 Closed
26 27 28
29
30