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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,271 hedge funds and large institutions have $15.1B invested in Vanguard Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 530 increasing their positions, 506 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
-109
Holders Change %
-7.9%
% of All Funds
28.08%
Holding in Top 10
122
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.28%
% of All Funds
2.69%
New
99
Increased
530
Reduced
506
Closed
184
Calls
$96.3M
Puts
$698M
Net Calls
-$601M
Net Calls Change
+$1.02B

Top Buyers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$92.4M
2
SF
Synovus Financial
Georgia
+$88.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$85.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$73.9M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$324M
2
FQ
First Quadrant
California
-$203M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$184M
4
Prudential Financial
Prudential Financial
New Jersey
-$156M
5
Wells Fargo
Wells Fargo
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
726
Madison Wealth Management
Ohio
$648K +$648K +9,280 New
KFA
727
Kelleher Financial Advisors
New York
$647K +$27.9K +400 +5%
AP
728
Appleton Partners
Massachusetts
$645K -$4.05K -58 -0.6%
TA
729
TCG Advisors
Texas
$640K +$482K +6,896 +304%
AWM
730
AllSquare Wealth Management
New York
$636K -$23.4K -335 -4%
JWS
731
Juncture Wealth Strategies
Arizona
$635K +$33.7K +483 +6%
IC
732
Intersect Capital
California
$634K +$96.7K +1,385 +18%
FP
733
Financial Perspectives
Minnesota
$630K +$1.75K +25 +0.3%
RCAG
734
Rehmann Capital Advisory Group
Michigan
$630K +$630K +9,020 New
Jones Financial Companies
735
Jones Financial Companies
Missouri
$630K +$43.5K +623 +7%
TAM
736
Trillium Asset Management
Massachusetts
$626K +$626K +8,948 New
FHC
737
First Heartland Consultants
Missouri
$625K -$733K -10,492 -54%
SW
738
SkyOak Wealth
Michigan
$625K -$323K -4,624 -34%
SIG
739
Sargent Investment Group
Maryland
$625K -$19.5K -279 -3%
SMDAM
740
Sumitomo Mitsui DS Asset Management
Japan
$624K -$128K -1,830 -17%
DWT
741
Dorsey & Whitney Trust
South Dakota
$623K -$73K -1,045 -10%
HIS
742
Horizon Investment Services
Indiana
$620K -$84.3K -1,207 -12%
BS
743
Boenning & Scattergood
Pennsylvania
$618K -$1.21M -17,346 -66%
MFT
744
Moisand Fitzgerald Tamayo
Florida
$618K +$77.1K +1,105 +14%
IA
745
IFP Advisors
Florida
$611K -$805K -11,444 -57%
ECG
746
Edge Capital Group
Georgia
$608K +$236K +3,380 +64%
CTC
747
Central Trust Company
Missouri
$604K +$75.7K +1,085 +14%
SEIA
748
Signature Estate & Investment Advisors
California
$603K +$603K +8,631 New
ECM
749
Elgethun Capital Management
South Dakota
$602K -$5.94K -85 -1%
LIM
750
Loudon Investment Management
New Hampshire
$600K – – –
28 29
30
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