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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
ESCM
51
Echo Street Capital Management
New York
$48.7M +$43.4M +522,928 +787%
CPO
52
Cerity Partners OCIO
New York
$48.6M +$3.15M +37,959 +7%
VCP
53
Vista Capital Partners
Oregon
$46.6M +$2.21M +26,649 +5%
APCM
54
Alaska Permanent Capital Management
Alaska
$45.5M +$4.61M +55,554 +11%
PS
55
Portfolio Solutions
Michigan
$44.8M -$121K -1,460 -0.3%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$43.5M +$14.2M +170,754 +47%
S
57
Schroders
United Kingdom
$42.9M +$43.1M +519,427 New
HI
58
Honeywell International
North Carolina
$42.8M +$26M +313,900 +153%
BFPW
59
BOK Financial Private Wealth
Colorado
$42.5M +$590K +7,110 +1%
HNB
60
Huntington National Bank
Ohio
$40.6M -$364K -4,383 -3%
PFA
61
Pure Financial Advisors
California
$39.3M +$1.44M +17,346 +4%
FT
62
Fiduciary Trust
Massachusetts
$38.6M -$10.7M -128,515 -22%
AssetMark Inc
63
AssetMark Inc
California
$36.6M +$18.9M +227,848 +106%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$34.5M +$3M +36,210 +10%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$33.6M -$8.99M -108,325 -21%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$32.7M +$1.24M +14,977 +4%
PPA
67
Parametric Portfolio Associates
Washington
$31.7M +$5.56M +67,060 +21%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$31.7M +$9.59M +115,555 +43%
FMLI
69
Fukoku Mutual Life Insurance
Japan
$31.6M
AL
70
Aspiriant LLC
California
$31.6M -$1.47M -17,744 -4%
MG
71
McCutchen Group
Washington
$31.3M +$312K +3,757 +1%
HFS
72
HL Financial Services
Kentucky
$31M +$2.15M +25,930 +7%
BJ
73
Brouwer & Janachowski
California
$30.9M +$451K +5,436 +1%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$29.9M -$4.68M -56,370 -13%
PNC
75
Park National Corp
Ohio
$29.7M +$5.09M +61,336 +21%

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.