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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
751
YorkBridge Wealth Partners
New York
$378K -$59.2K -714 -14%
APP
752
Avantax Planning Partners
Iowa
$373K -$63.5K -765 -14%
CIR
753
Clear Investment Research
Georgia
$372K -$43.9K -529 -11%
NPF
754
Norris Perne & French
Michigan
$372K
SKK
755
Shepherd Kaplan Krochuk
Massachusetts
$372K
OMC
756
Old Mission Capital
Illinois
$372K +$374K +4,509 New
TCM
757
Traynor Capital Management
Pennsylvania
$371K +$371K +4,475 New
IIC
758
Ironwood Investment Counsel
Arizona
$369K +$19.8K +239 +6%
Asset Management One
759
Asset Management One
Japan
$369K +$135K +1,630 +57%
OC
760
Oakworth Capital
Alabama
$367K -$4.81K -58 -1%
AWE
761
Avidian Wealth Enterprises
Texas
$366K -$14.8M -178,701 -98%
SFA
762
Sequoia Financial Advisors
Ohio
$366K -$44.4K -535 -11%
VEA
763
Virtus ETF Advisers
New York
$365K +$3.48K +42 +1%
1IA
764
1834 Investment Advisors
Wisconsin
$364K +$581 +7 +0.2%
SNBOSD
765
Security National Bank of So Dak
Iowa
$364K +$14.8K +179 +4%
BWM
766
BerganKDV Wealth Management
Minnesota
$360K +$362K +4,359 New
BOH
767
Bank of Hawaii
Hawaii
$358K
PAS
768
Professional Advisory Services
Florida
$358K
UR
769
USCA RIA
Texas
$354K +$89K +1,073 +33%
IFA
770
Interactive Financial Advisors
Illinois
$353K +$15.8K +190 +5%
HCA
771
Harbour Capital Advisors
Virginia
$351K
SHCM
772
Stokes & Hubbell Capital Management
Louisiana
$351K -$53.9K -650 -13%
SCA
773
Snowden Capital Advisors
New York
$346K +$35.5K +428 +11%
BBNB
774
Baker Boyer National Bank
Washington
$345K
KBFS
775
Kohmann Bosshard Financial Services
Ohio
$341K

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.