VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

835 hedge funds and large institutions have $19.5B invested in Vanguard Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 390 increasing their positions, 255 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+47
Holders Change %
+5.96%
% of All Funds
22.31%
Holding in Top 10
127
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.1%
% of All Funds
3.39%
New
91
Increased
390
Reduced
255
Closed
37
Calls
$518M
Puts
$276M
Net Calls
+$242M
Net Calls Change
+$642M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$521M
2
Wells Fargo
Wells Fargo
California
$4.34B
3
Allianz Asset Management
Allianz Asset Management
Germany
$235M
4
Citigroup
Citigroup
New York
$140M
5
Citadel Advisors
Citadel Advisors
Florida
$82.8M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$91.1M
2
LPL Financial
LPL Financial
California
$118M
3
CIM
Calvert Investment Management
Maryland
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$67M
5
HNB
Huntington National Bank
Ohio
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWA
726
Ancora Family Wealth Advisors
Ohio
$234K +$234K +2,636 New
STMM
727
South Texas Money Management
Texas
$232K +$232K +2,616 New
DI
728
Diligent Investors
California
$231K – – –
PJSIMP
729
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K +$230K +2,592 New
TFO
730
Tarbox Family Office
California
$228K -$38.5K -433 -14%
MC
731
Moors & Cabot
Massachusetts
$227K +$227K +2,556 New
ASC
732
Atalanta Sosnoff Capital
New York
$227K +$227K +2,558 New
UR
733
USCA RIA
Texas
$227K +$227K +2,564 New
CCM
734
CWH Capital Management
Washington
$226K +$9.85K +111 +5%
SIG
735
Stanford Investment Group
California
$225K +$83.4K +940 +59%
SFG
736
SevenBridge Financial Group
Pennsylvania
$224K +$224K +2,526 New
SAM
737
Selway Asset Management
$222K – – –
NFG
738
Noven Financial Group
Colorado
$221K +$177 +2 +0.1%
ST
739
Sentinel Trust
Texas
$219K – – –
SHJ
740
Sharkey, Howes & Javer
Colorado
$217K +$164K +1,854 +313%
DT
741
Diversified Trust
Tennessee
$217K +$217K +2,452 New
SEIA
742
Signature Estate & Investment Advisors
California
$215K -$5.62M -63,329 -96%
TIM
743
Tortoise Investment Management
New York
$215K – – –
GC
744
Grimes & Company
Massachusetts
$212K +$88 +1 +0%
VKH
745
Virtu KCG Holdings
New York
$212K +$212K +2,388 New
NSAM
746
North Star Asset Management
Wisconsin
$210K +$210K +2,363 New
BB
747
Bell Bank
North Dakota
$206K +$206K +2,318 New
BCM
748
Brookmont Capital Management
Texas
$206K +$206K +2,318 New
WAM
749
Weatherly Asset Management
California
$204K +$204K +2,300 New
BKA
750
Brick & Kyle Associates
Pennsylvania
$202K +$17.8K +200 +10%
28 29
30
31 32