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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
726
YorkBridge Wealth Partners
New York
$406K +$23K +276 +6%
BCA
727
Bray Capital Advisors
Florida
$398K +$15.9K +191 +4%
MIC
728
Meridian Investment Counsel
California
$396K
BIM
729
Bridges Investment Management
Nebraska
$393K
AWA
730
Arete Wealth Advisors
Illinois
$390K +$117K +1,403 +43%
IFA
731
Interactive Financial Advisors
Illinois
$389K +$33.3K +399 +9%
SFSIG
732
San Francisco Sentry Investment Group
California
$388K +$389K +4,667 New
DC
733
Davenport & Co
Virginia
$387K +$53.3K +639 +16%
CTC
734
Central Trust Company
Missouri
$385K +$1.92K +23 +0.5%
RPGK
735
Retirement Planning Group (Kansas)
Kansas
$384K -$2K -24 -0.5%
SE
736
Summit Equities
New Jersey
$382K +$153K +1,834 +67%
1IA
737
1834 Investment Advisors
Wisconsin
$381K +$13.9K +167 +4%
BF
738
Blankinship & Foster
California
$381K +$382K +4,582 New
WA1
739
Wimmer Associates 1
California
$377K -$20.8K -250 -5%
CIR
740
Clear Investment Research
Georgia
$377K +$1.75K +21 +0.5%
NEPWA
741
New England Private Wealth Advisors
Massachusetts
$376K -$420K -5,032 -53%
NPF
742
Norris Perne & French
Michigan
$375K
SKK
743
Shepherd Kaplan Krochuk
Massachusetts
$375K
SBL
744
Sargent Bickham Lagudis
Colorado
$374K +$219K +2,621 +140%
IIC
745
Ironwood Investment Counsel
Arizona
$369K
BWM
746
BerganKDV Wealth Management
Minnesota
$368K +$4.75K +57 +1%
PAS
747
Professional Advisory Services
Florida
$361K
BCA
748
Benchmark Capital Advisors
New York
$359K +$41.7K +500 +13%
SHCM
749
Stokes & Hubbell Capital Management
Louisiana
$353K
CAM
750
Concorde Asset Management
Michigan
$353K +$353K +4,238 New

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.