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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
MAU
726
MRA Associates USA
Arizona
$742K -$579K -6,375 -44%
Franklin Resources
727
Franklin Resources
California
$739K -$27.9K -307 -4%
RC
728
Rinet Company
Massachusetts
$727K -$1.73K -19 -0.2%
SBSB
729
Sullivan, Bruyette, Speros & Blaney
Virginia
$725K
TCM
730
Twele Capital Management
Minnesota
$724K -$2K -22 -0.3%
RVPG
731
Relative Value Partners Group
$723K -$184K -2,028 -21%
MFT
732
Moisand Fitzgerald Tamayo
Florida
$714K -$47.1K -519 -6%
SBWM
733
Sunflower Bank Wealth Management
Arizona
$710K
NR
734
Newfound Research
Massachusetts
$710K +$12.9K +142 +2%
CA
735
Calton & Associates
Florida
$708K +$78.3K +863 +13%
DC
736
Davenport & Co
Virginia
$707K
PAS
737
Park Avenue Securities
New York
$704K +$686K +7,552 New
ESB
738
Essex Savings Bank
Connecticut
$700K +$280K +3,089 +70%
PWA
739
Peterson Wealth Advisors
Utah
$699K +$1.91K +21 +0.3%
FIA
740
Foundations Investment Advisors
Arizona
$698K +$251K +2,764 +58%
MWA
741
Martel Wealth Advisors
Washington
$696K -$363 -4 -0.1%
YWP
742
YorkBridge Wealth Partners
New York
$696K -$1.18K -13 -0.2%
ST
743
Sageworth Trust
Pennsylvania
$696K +$678K +7,464 New
GEA
744
Glen Eagle Advisors
New Jersey
$696K +$908 +10 +0.1%
STA
745
Summit Trail Advisors
New York
$690K +$672K +7,399 New
PCM
746
Parsons Capital Management
Rhode Island
$689K
BAC
747
Boys Arnold & Co
North Carolina
$682K -$8.9K -98 -1%
SDWMA
748
Schneider Downs Wealth Management Advisors
Pennsylvania
$680K -$908 -10 -0.1%
CAG
749
Csenge Advisory Group
Florida
$679K -$83.2K -916 -11%
SIC
750
Salem Investment Counselors
North Carolina
$667K

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.