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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,015 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.48%
New
95
Increased
374
Reduced
446
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$369M
2
Deutsche Bank
Deutsche Bank
Germany
$140M
3
Morgan Stanley
Morgan Stanley
New York
$636M
4
Creative Planning
Creative Planning
Kansas
$349M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$59.1M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
$413M
2
Bank of America
Bank of America
North Carolina
$1.19B
3
Wells Fargo
Wells Fargo
California
$3.61B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M
5
Allianz Asset Management
Allianz Asset Management
Germany
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
726
SOL Capital Management
Maryland
$391K -$194K -2,572 -33%
NQWM
727
Northwest Quadrant Wealth Management
Oregon
$391K +$3.63K +48 +0.9%
PFO
728
Pathstone Family Office
New Jersey
$390K +$390K +5,178 New
ITIM
729
Indiana Trust & Investment Management
Indiana
$389K – – –
CGL
730
Clarius Group LLC
Washington
$388K – – –
IIC
731
Integrated Investment Consultants
Michigan
$386K +$386K +5,112 New
OSNBOA
732
Old Second National Bank of Aurora
Illinois
$385K -$40.6K -538 -10%
CAN
733
Claraphi Advisory Network
United States
$385K +$99.6K +1,320 +35%
SFM
734
Signet Financial Management
New Jersey
$384K -$128K -1,696 -25%
AF
735
Arrow Financial
New York
$381K +$334K +4,436 +718%
AW
736
ACG Wealth
Georgia
$375K -$115K -1,518 -23%
HSA
737
HBK Sorce Advisory
Pennsylvania
$373K +$1.96K +26 +0.5%
SFA
738
Sequoia Financial Advisors
Ohio
$371K -$10.5K -139 -3%
OAM
739
Oppenheimer Asset Management
New York
$370K -$433K -5,737 -54%
CHA
740
Carmichael Hill & Associates
Maryland
$368K -$18.4K -243 -5%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$362K -$67.9K -900 -16%
MIC
742
Meridian Investment Counsel
California
$359K – – –
Members Trust
743
Members Trust
Florida
$359K +$359K +4,754 New
OCM
744
Orleans Capital Management
Louisiana
$358K -$189K -2,500 -34%
AWM
745
Aevitas Wealth Management
Massachusetts
$358K -$12.6K -167 -3%
CSIC
746
Clifford Swan Investment Counsel
California
$357K -$17.4K -230 -5%
LC
747
LCNB Corp
Ohio
$357K +$357K +4,727 New
RG
748
Rikoon Group
New Mexico
$357K +$357K +4,798 New
NPF
749
Norris Perne & French
Michigan
$355K +$15.1K +200 +4%
MFW
750
Meristem Family Wealth
Minnesota
$353K +$353K +4,678 New
28 29
30
31 32