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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,024 hedge funds and large institutions have $17.9B invested in Vanguard Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 379 increasing their positions, 450 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+9
Holders Change %
+0.89%
% of All Funds
23.48%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.5%
New
76
Increased
379
Reduced
450
Closed
58
Calls
$121M
Puts
$669M
Net Calls
-$548M
Net Calls Change
-$262M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$406M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$104M
3
TI
3
Truepoint Inc
Ohio
$95.8M
4
SLF
4
Sun Life Financial
Ontario, Canada
$85.2M
5
Creative Planning
5
Creative Planning
Kansas
$452M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.13B
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$199M
3
BlackRock
3
BlackRock
New York
$96.4M
4
Bank of America
4
Bank of America
North Carolina
$1.16B
5
Deutsche Bank
5
Deutsche Bank
Germany
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
751
Sheets Smith Wealth Management
North Carolina
$356K -$137K -1,684 -28%
APP
752
Avantax Planning Partners
Iowa
$356K – – –
AWM
753
Avitas Wealth Management
California
$356K +$356K +4,366 New
CHA
754
Carmichael Hill & Associates
Maryland
$354K -$42.8K -525 -11%
PAS
755
Professional Advisory Services
Florida
$353K – – –
TAT
756
TD Ameritrade Trust
Colorado
$352K +$39.9K +490 +13%
WB
757
Webster Bank
Connecticut
$351K -$19.3K -237 -5%
OCM
758
Orleans Capital Management
Louisiana
$350K -$36.6K -450 -9%
WA
759
Wealth Architects
California
$350K +$2.77K +34 +0.8%
BFC
760
Bedel Financial Consulting
Indiana
$350K +$3.42K +42 +1%
VC
761
Vicus Capital
Pennsylvania
$347K -$117K -1,433 -25%
BCP
762
Berkeley Capital Partners
Georgia
$346K -$9.03K -111 -3%
RPGK
763
Retirement Planning Group (Kansas)
Kansas
$346K -$6.75K -83 -2%
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$346K +$30.9K +380 +10%
KIA
765
KCM Investment Advisors
California
$343K -$136K -1,672 -28%
QAM
766
QCI Asset Management
New York
$343K +$2.53K +31 +0.7%
SAM
767
Selway Asset Management
$342K – – –
WT
768
Whittier Trust
California
$342K +$13K +159 +4%
SMC
769
Smith, Moore & Co
Missouri
$342K +$23.8K +292 +7%
OC
770
Oakworth Capital
Alabama
$339K – – –
SHCM
771
Stokes & Hubbell Capital Management
Louisiana
$338K – – –
MMHP
772
Murphy Middleton Hinkle & Parker
Georgia
$334K -$34.4K -422 -9%
JIC
773
Joel Isaacson & Co
New York
$334K +$6.18K +76 +2%
BCA
774
Benchmark Capital Advisors
New York
$334K +$8.16K +100 +3%
RG
775
Rikoon Group
New Mexico
$333K -$58K -712 -15%
29 30
31
32 33