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Vanguard Real Estate ETF
VNQ

1,322 hedge funds and large institutions have $18.1B invested in Vanguard Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 64

15% more capital invested

Capital invested by funds: $15.8B → $18.1B (+$2.37B)

13% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 456

10% more funds holding

Funds holding: 1,198 → 1,322 (+124)

1.77% more ownership

Funds ownership: 56.94% → 58.7% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 97 → 97 (0)

79% less call options, than puts

Call options by funds: $160M | Put options by funds: $762M

Holders
1,322
Holders Change
+124
Holders Change %
+10.35%
% of All Funds
23.39%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.72%
New
211
Increased
513
Reduced
456
Closed
64
Calls
$160M
Puts
$762M
Net Calls
-$602M
Net Calls Change
-$338M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$349M
2
Northern Trust
Northern Trust
Illinois
+$193M
3
Creative Planning
Creative Planning
Kansas
+$141M
4
JP Morgan Chase
JP Morgan Chase
New York
+$136M
5
CS
Credit Suisse
Switzerland
+$131M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$86.6M
2
Morgan Stanley
Morgan Stanley
New York
-$56M
3
HighTower Advisors
HighTower Advisors
Illinois
-$48M
4
Wells Fargo
Wells Fargo
California
-$47.8M
5
FIA
Foundations Investment Advisors
Arizona
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$62.7M -$28.1M -339,187 -31%
NA
52
NextCapital Advisers
Illinois
$62.5M +$3.37M +40,614 +6%
PFA
53
Pure Financial Advisors
California
$54.5M +$4.93M +59,449 +10%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.8M +$8.76M +105,579 +20%
LSAG
55
Lake Street Advisors Group
New Hampshire
$53.8M +$78.3K +944 +0.1%
TA
56
Tiedemann Advisors
New York
$53.4M -$343K -4,138 -0.7%
RJA
57
Raymond James & Associates
Florida
$53.2M -$2.56M -30,811 -5%
AAS
58
Avantax Advisory Services
Texas
$53.1M -$25.9M -312,739 -33%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$51.4M +$5.29M +63,729 +12%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$51.3M -$3.15M -38,041 -6%
Victory Capital Management
61
Victory Capital Management
Texas
$45.5M – – –
AWM
62
AE Wealth Management
Kansas
$44.3M +$14.7M +177,092 +51%
M&T Bank
63
M&T Bank
New York
$44M -$52.7K -635 -0.1%
State Street
64
State Street
Massachusetts
$43.6M +$38.3M +462,178 +913%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$43.3M +$7.07M +85,290 +20%
SS
66
Simplicity Solutions
Minnesota
$42.3M +$13.7M +164,662 +49%
PS
67
Portfolio Solutions
Michigan
$39.7M -$554K -6,679 -1%
BFPW
68
BOK Financial Private Wealth
Colorado
$38.8M +$2.29M +27,646 +6%
MG
69
McCutchen Group
Washington
$38.4M +$2.69M +32,442 +8%
CFM
70
Comprehensive Financial Management
California
$38.2M +$2.4K +29 +0%
Charles Schwab
71
Charles Schwab
California
$38.1M +$37.2M +449,108 New
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$37.8M +$36.9M +445,099 New
GEM
73
Global Endowment Management
North Carolina
$37.8M -$4.23M -51,000 -10%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$37.4M -$2.5M -30,196 -6%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$37.1M -$6.23M -75,176 -15%
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VNQ Hedge Fund Activity: Q4 2020 in Review

1,322 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2020, worth a combined $18.1B — up 15% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new VNQ positions and 64 closed out — a net gain of 147 holders — while 513 added to existing stakes and 456 trimmed.

The largest buyer was UBS Group, adding an estimated $349M. The largest seller was Citigroup, cutting an estimated $86.6M.

  • 1,322 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2020, up from 1,198 in Q3 2020.
  • Funds reported $18.1B of Vanguard Real Estate ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 211 funds opened new Vanguard Real Estate ETF positions in Q4 2020 and 64 closed out, a net change of +147 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2020 was UBS Group, an estimated $349M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2020 was Citigroup, an estimated $86.6M sold.

Based on aggregated 13F filings for Q4 2020.