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Vanguard Real Estate ETF

1,017 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, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
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
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
751
Meristem Family Wealth
Minnesota
$353K +$358K +4,678 New
BF
752
Blankinship & Foster
California
$347K
BFS
753
Bradley Foster & Sargent
Connecticut
$347K +$54.3K +709 +18%
OA
754
Oxbow Advisors
Texas
$344K +$349K +4,554 New
WB
755
Webster Bank
Connecticut
$343K -$3.96M -51,704 -92%
FIAS
756
FinTrust Investment Advisory Services
South Carolina
$343K +$66.1K +864 +23%
MMHP
757
Murphy Middleton Hinkle & Parker
Georgia
$341K +$5.66K +74 +2%
GFP
758
Gryphon Financial Partners
Ohio
$340K
SSW
759
Smith Shellnut Wilson
Mississippi
$337K +$145K +1,900 +74%
HCM
760
Hudson Capital Management
New Jersey
$335K -$61.8K -808 -15%
TIM
761
Tortoise Investment Management
New York
$332K +$151K +1,967 +81%
SPL
762
Smart Portfolios LLC
Washington
$330K -$780K -10,197 -70%
APP
763
Avantax Planning Partners
Iowa
$330K -$3.44K -45 -1%
BCP
764
Berkeley Capital Partners
Georgia
$329K -$22.1K -289 -6%
CP
765
Camelot Portfolios
Ohio
$329K +$334K +4,361 New
BRF
766
B. Riley Financial
California
$328K +$72.3K +945 +28%
RPGK
767
Retirement Planning Group (Kansas)
Kansas
$327K -$4.13K -54 -1%
PAS
768
Professional Advisory Services
Florida
$327K
PV
769
Private Vista
Illinois
$327K +$332K +4,339 New
CRWM
770
Castle Rock Wealth Management
California
$324K -$36.5K -477 -10%
BFC
771
Bedel Financial Consulting
Indiana
$321K
WA
772
Wealth Architects
California
$321K +$43.1K +563 +15%
FPCP
773
Fort Point Capital Partners
California
$320K +$325K +4,242 New
SAM
774
Selway Asset Management
$317K
Man Group
775
Man Group
United Kingdom
$317K +$321K +4,200 New

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.