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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

903 hedge funds and large institutions have $18.3B invested in Vanguard Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 371 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+54
Holders Change %
+6.36%
% of All Funds
22.61%
Holding in Top 10
134
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.19%
% of All Funds
3.36%
New
131
Increased
371
Reduced
319
Closed
64
Calls
$181M
Puts
$335M
Net Calls
-$154M
Net Calls Change
+$282M

Top Buyers

1
IRF
IBM Retirement Fund
New York
+$272M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.3M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$71.3M
5
EFS
Edelman Financial Services
Virginia
+$58.3M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$478M
2
Wells Fargo
Wells Fargo
California
-$174M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$71.4M
4
State Street
State Street
Massachusetts
-$62.4M
5
UBS Group
UBS Group
Switzerland
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
751
CIM LLC
New York
$306K +$20.5K +249 +7%
NA
752
NewEdge Advisors
Louisiana
$306K +$32.4K +391 +12%
IWA
753
Inspirion Wealth Advisors
Illinois
$305K -$7.11K -86 -2%
S
754
SignatureFD
Georgia
$305K +$18.7K +226 +7%
SCA
755
STALEY CAPITAL ADVISERS
Pennsylvania
$303K -$6.36K -77 -2%
FWP
756
Fiduciary Wealth Partners
Massachusetts
$297K -$28.8K -345 -9%
WAS
757
WESPAC Advisors SoCal
California
$295K – – –
CRC
758
Curi RMB Capital
Illinois
$295K +$295K +3,578 New
CPA
759
Court Place Advisors
Maryland
$294K +$19.4K +236 +7%
RWMH
760
Riverpoint Wealth Management Holdings
Illinois
$294K +$294K +3,526 New
MIH
761
Madison Investment Holdings
Wisconsin
$293K +$72.9K +884 +33%
CC
762
Courier Capital
New York
$291K -$8.09K -98 -3%
BRC
763
Bell Rock Capital
Delaware
$290K +$290K +3,506 New
CAM
764
Concorde Asset Management
Michigan
$289K -$36.9K -448 -11%
AC
765
Alley Company
Illinois
$287K -$6.19K -75 -2%
RCM
766
Radnor Capital Management
Pennsylvania
$287K +$287K +3,475 New
AWS
767
AJ Wealth Strategies
New York
$284K +$284K +3,443 New
KFA
768
Kelleher Financial Advisors
New York
$282K +$282K +3,422 New
ZIM
769
Zacks Investment Management
Illinois
$281K +$7.77K +94 +3%
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$277K +$83 +1 +0%
NI
771
Numeric Investors
Massachusetts
$272K +$24.7K +300 +10%
MWM
772
Merriman Wealth Management
Washington
$271K -$5.45M -65,869 -95%
OWP
773
Obermeyer Wealth Partners
Colorado
$270K – – –
BCP
774
Blue Chip Partners
Michigan
$269K +$4.71K +57 +2%
MBTD
775
Mechanics Bank - Trust Department
California
$269K +$41.3K +500 +18%
29 30
31
32 33