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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
701
Anchor Capital Advisors
Massachusetts
$484K +$12.4K +150 +3%
KFP
702
Keystone Financial Planning
Ohio
$482K
PCM
703
Pointe Capital Management
Michigan
$478K -$7.44M -89,637 -94%
WCM
704
Wealthcare Capital Management
Virginia
$476K -$402K -4,851 -46%
BSWM
705
Boston Standard Wealth Management
Massachusetts
$476K -$103K -1,247 -15%
RTS
706
Round Table Services
New Jersey
$475K -$7.7M -92,831 -94%
KCM
707
Kornitzer Capital Management
Kansas
$475K
BG
708
Bahl & Gaynor
Ohio
$475K +$56.4K +680 +13%
KFA
709
Kelleher Financial Advisors
New York
$475K +$194K +2,340 +68%
AAP
710
Arax Advisory Partners
Colorado
$474K +$316K +3,809 +197%
FLPIM
711
F.L. Putnam Investment Management
Massachusetts
$473K -$76K -916 -14%
UBWV
712
United Bank (West Virginia)
West Virginia
$472K
MFS
713
McNamara Financial Services
Massachusetts
$471K -$171K -2,058 -27%
AIP
714
Almanack Investment Partners
Pennsylvania
$467K +$42.9K +517 +10%
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$45.7K +551 +11%
PFA
716
Pinnacle Family Advisors
Missouri
$460K +$462K +5,569 New
WCWM
717
Wooster Corthell Wealth Management
Connecticut
$457K -$18.2K -219 -4%
LA
718
LVW Advisors
New York
$453K +$132K +1,594 +41%
WSFS
719
Wilmington Savings Fund Society
Delaware
$452K -$52.1K -628 -10%
MWM
720
Modera Wealth Management
New Jersey
$450K +$3.73K +45 +0.8%
CSIC
721
Clifford Swan Investment Counsel
California
$446K -$1.41K -17 -0.3%
FNBT
722
FineMark National Bank & Trust
Florida
$444K -$206K -2,478 -32%
JIC
723
Joel Isaacson & Co
New York
$442K -$8.38K -101 -2%
ITIM
724
Indiana Trust & Investment Management
Indiana
$438K +$20.7K +250 +5%
WA
725
WBH Advisory
Maryland
$436K +$1.66K +20 +0.4%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.