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Vanguard Real Estate ETF

1,198 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 447 increasing their positions, 519 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 57.02%56.94% (-0.08%)

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$378M)

5% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 88

2% less funds holding

Funds holding: 1,2191,198 (-21)

14% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 519

16% less funds holding in top 10

Funds holding in top 10: 11597 (-18)

61% less call options, than puts

Call options by funds: $172M | Put options by funds: $436M

Holders
1,198
Holders Change
-21
Holders Change %
-1.72%
% of All Funds
24.17%
Holding in Top 10
97
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.65%
% of All Funds
1.96%
New
84
Increased
447
Reduced
519
Closed
88
Calls
$172M
Puts
$436M
Net Calls
-$265M
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$51.9M -$2.64M -32,840 -5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$50.7M -$7.07M -88,102 -12%
Squarepoint
53
Squarepoint
New York
$50.4M +$45.1M +562,267 +742%
TA
54
Tiedemann Advisors
New York
$50M -$4.48M -55,823 -8%
LSAG
55
Lake Street Advisors Group
New Hampshire
$49.9M -$1.22M -15,172 -2%
HighTower Advisors
56
HighTower Advisors
Illinois
$48M -$3.63M -45,190 -7%
Jane Street
57
Jane Street
New York
$46.8M +$22.5M +280,701 +90%
PFA
58
Pure Financial Advisors
California
$46M +$1.65M +20,575 +4%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$42.7M +$1.35M +16,795 +3%
Victory Capital Management
60
Victory Capital Management
Texas
$42.3M
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.7M -$2.08M -25,943 -5%
M&T Bank
62
M&T Bank
New York
$41M -$3.1M -38,581 -7%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$40.4M -$744K -9,271 -2%
GEM
64
Global Endowment Management
North Carolina
$39.2M +$18.5M +230,430 +87%
PS
65
Portfolio Solutions
Michigan
$37.4M +$403K +5,025 +1%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$37.2M +$7.04M +87,635 +23%
CFM
67
Comprehensive Financial Management
California
$35.5M +$1.69K +21 +0%
FIA
68
Foundations Investment Advisors
Arizona
$34.2M +$32.6M +406,609 +3,668%
BFPW
69
BOK Financial Private Wealth
Colorado
$33.9M +$4.53M +56,429 +15%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$33.5M -$2.42M -30,145 -7%
MG
71
McCutchen Group
Washington
$33.1M +$3.87M +48,220 +13%
BlackRock
72
BlackRock
New York
$30.7M +$26.5M +330,199 +567%
FMLI
73
Fukoku Mutual Life Insurance
Japan
$30.2M
SHGA
74
Sand Hill Global Advisors
California
$30.2M -$868K -10,813 -3%
TF
75
TIAA FSB
Florida
$29.1M -$3.03M -37,797 -9%

VNQ Hedge Fund Activity: Q3 2020 in Review

1,198 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2020, worth a combined $15.8B — down 2.3% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of VNQ and 84 opened new positions — a net loss of 4 holders — while 519 trimmed existing stakes and 447 added.

The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was Acorns Advisers, cutting an estimated $192M.

  • 1,198 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2020, down from 1,219 in Q2 2020.
  • Funds reported $15.8B of Vanguard Real Estate ETF stock for Q3 2020, down 2.3% quarter-over-quarter.
  • 84 funds opened new Vanguard Real Estate ETF positions in Q3 2020 and 88 closed out, a net change of -4 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $123M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2020 was Acorns Advisers, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2020.