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
IDA
701
Intelligence Driven Advisers
California
$804K -$130K -1,433 -14%
LIM
702
Loudon Investment Management
New Hampshire
$801K -$27.2K -300 -3%
PCP
703
Proficio Capital Partners
Massachusetts
$797K -$121K -1,335 -14%
BTW
704
Boston Trust Walden
Massachusetts
$795K +$22.7K +250 +3%
RC
705
Roundview Capital
New Jersey
$795K +$22.8K +251 +3%
SC
706
Scotia Capital
Ontario, Canada
$793K +$772K +8,501 New
PCTC
707
Perkins Coie Trust Company
Washington
$792K -$13.2K -145 -2%
ECM
708
Elgethun Capital Management
South Dakota
$787K
WA
709
WBH Advisory
Maryland
$787K +$64.2K +707 +9%
PA
710
PFG Advisors
Arizona
$784K -$78.2K -861 -9%
DA
711
DSC Advisors
Illinois
$783K +$763K +8,400 New
BFG
712
Bouchey Financial Group
New York
$779K -$3.54K -39 -0.5%
IIA
713
IPG Investment Advisors
California
$773K +$44.8K +493 +6%
WIA
714
World Investment Advisors
California
$773K -$635 -7 -0.1%
BWA
715
BlueSky Wealth Advisors
North Carolina
$773K +$118K +1,300 +19%
CAMG
716
CWA Asset Management Group
Florida
$772K +$222K +2,450 +42%
OAM
717
Oppenheimer Asset Management
New York
$770K +$369K +4,063 +97%
BFM
718
Boston Financial Management
Massachusetts
$767K -$13.6K -150 -2%
FNT
719
First National Trust
Pennsylvania
$767K +$10.6K +117 +1%
PCM
720
Pointe Capital Management
Michigan
$762K +$9.17K +101 +1%
CPA
721
Capital Planning Advisors
California
$761K -$36.3K -400 -5%
DWM
722
Dakota Wealth Management
Florida
$760K -$11.9K -131 -2%
PHAM
723
Palisades Hudson Asset Management
Florida
$757K +$10.3K +113 +1%
NL
724
NKCFO LLC
Illinois
$751K +$731K +8,050 New
CC
725
Callan Capital
California
$745K -$29.2K -322 -4%

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.