VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,034 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.43%
New
82
Increased
409
Reduced
406
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$659M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
Creative Planning
3
Creative Planning
Kansas
$523M
4
UBS Group
4
UBS Group
Switzerland
$333M
5
UCFA
5
United Capital Financial Advisors
Texas
$136M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.8B
2
SLF
2
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$280M
4
Bank of America
4
Bank of America
North Carolina
$1.09B
5
APCM
5
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
751
D.B. Root & Company
Pennsylvania
$370K +$45K +558 +14%
CL
752
CIM LLC
New York
$368K -$2.58K -32 -0.7%
MFW
753
Meristem Family Wealth
Minnesota
$366K -$29K -359 -7%
RMC
754
Resources Management Corp
Connecticut
$364K +$364K +4,523 New
GFP
755
Gryphon Financial Partners
Ohio
$363K – – –
BF
756
Blankinship & Foster
California
$358K -$19.5K -242 -5%
KFA
757
Kays Financial Advisory
Georgia
$358K +$65.9K +817 +23%
BHTS
758
Bar Harbor Trust Services
Maine
$356K +$137K +1,700 +63%
AF
759
Arrow Financial
New York
$355K -$48.6K -602 -12%
MCM
760
Manchester Capital Management
Vermont
$355K – – –
SFSIG
761
San Francisco Sentry Investment Group
California
$355K +$165K +2,044 +87%
AWM
762
Avitas Wealth Management
California
$352K -$727 -9 -0.2%
FCAG
763
First Capital Advisors Group
New Jersey
$351K -$9.67K -120 -3%
TIM
764
Tortoise Investment Management
New York
$350K -$26.3K -326 -7%
PAS
765
Professional Advisory Services
Florida
$350K – – –
MMHP
766
Murphy Middleton Hinkle & Parker
Georgia
$350K +$19.5K +242 +6%
OCM
767
Orleans Capital Management
Louisiana
$347K – – –
SSWM
768
Sheets Smith Wealth Management
North Carolina
$346K -$6.53K -81 -2%
CHA
769
Carmichael Hill & Associates
Maryland
$345K -$6.06K -75 -2%
SWM
770
Stockman Wealth Management
Montana
$343K +$28.6K +355 +9%
BCP
771
Berkeley Capital Partners
Georgia
$342K -$967 -12 -0.3%
JIC
772
Joel Isaacson & Co
New York
$341K +$9.45K +117 +3%
KJWM
773
Kiley Juergens Wealth Management
Washington
$340K +$158K +1,958 +87%
WT
774
Whittier Trust
California
$339K +$646 +8 +0.2%
IAM
775
Integre Asset Management
New York
$338K -$47.1K -583 -12%
29 30
31
32 33