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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
701
KCM Investment Advisors
California
$449K -$213K -2,551 -32%
ACA
702
Anchor Capital Advisors
Massachusetts
$449K -$38.8K -465 -8%
JIC
703
Joel Isaacson & Co
New York
$447K +$2.08K +25 +0.5%
MWM
704
Modera Wealth Management
New Jersey
$444K -$9.01K -108 -2%
MFS
705
McNamara Financial Services
Massachusetts
$443K -$31.1K -373 -7%
LA
706
LVW Advisors
New York
$441K -$14.7K -176 -3%
WTB
707
Washington Trust Bank
Washington
$441K +$2.75K +33 +0.6%
AP
708
Atwood & Palmer
Missouri
$441K +$434K +5,200 +5,200%
FNBT
709
FineMark National Bank & Trust
Florida
$437K -$9.92K -119 -2%
WCWM
710
Wooster Corthell Wealth Management
Connecticut
$434K -$26.2K -314 -6%
NQWM
711
Northwest Quadrant Wealth Management
Oregon
$433K -$81.6K -979 -16%
WA
712
WBH Advisory
Maryland
$432K -$7.09K -85 -2%
ITIM
713
Indiana Trust & Investment Management
Indiana
$429K -$12.3K -148 -3%
TFCP
714
Twin Focus Capital Partners
Massachusetts
$429K +$38.8K +465 +10%
CFA
715
Capstone Financial Advisors
Illinois
$424K +$6.84K +82 +2%
CC
716
Cassaday & Co
Virginia
$422K -$83.8K -1,005 -17%
JG
717
Jefferies Group
New York
$420K -$13.2M -157,793 -97%
BSWM
718
Boston Standard Wealth Management
Massachusetts
$419K -$92.7K -1,112 -15%
AF
719
Allworth Financial
California
$417K -$13.3K -160 -3%
Franklin Resources
720
Franklin Resources
California
$416K +$417K +5,001 New
IIC
721
Integrated Investment Consultants
Michigan
$411K
GG
722
Gofen & Glossberg
Illinois
$411K +$250 +3 +0.1%
SFA
723
Sequoia Financial Advisors
Ohio
$409K +$40.8K +489 +11%
MIH
724
Madison Investment Holdings
Wisconsin
$408K +$103K +1,231 +34%
WAM
725
Weatherly Asset Management
California
$407K -$12.7K -152 -3%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.