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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 525 increasing their positions, 448 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 448

9% more funds holding in top 10

Funds holding in top 10: 130142 (+12)

3% more funds holding

Funds holding: 1,1891,219 (+30)

3% more capital invested

Capital invested by funds: $20.1B → $20.8B (+$665M)

2.62% less ownership

Funds ownership: 60.01%57.39% (-2.6%)

88% less call options, than puts

Call options by funds: $250M | Put options by funds: $2.05B

Holders
1,219
Holders Change
+30
Holders Change %
+2.52%
% of All Funds
26.73%
Holding in Top 10
142
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.23%
% of All Funds
3.11%
New
92
Increased
525
Reduced
448
Closed
50
Calls
$250M
Puts
$2.05B
Net Calls
-$1.8B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
WI
751
WrapManager Inc
California
$666K -$126K -1,384 -16%
FNFDCM
752
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$663K +$57.2K +630 +10%
ONST
753
Old North State Trust
North Carolina
$658K +$76.1K +838 +13%
HS
754
Horan Securities
United States
$657K -$9.62K -106 -1%
LFG
755
Larson Financial Group
Missouri
$649K +$6.9K +76 +1%
BWM
756
BigSur Wealth Management
Florida
$648K
AF
757
Advisornet Financial
Minnesota
$641K -$287K -3,161 -31%
KFA
758
Kays Financial Advisory
Georgia
$641K +$61K +672 +11%
GIA
759
Granite Investment Advisors
New Hampshire
$639K +$145K +1,600 +30%
FNBOH
760
First National Bank of Hutchinson
Kansas
$638K
UBV
761
United Bank (Virginia)
Virginia
$631K -$327K -3,600 -35%
FIM
762
Fernwood Investment Management
Massachusetts
$629K +$25.2K +278 +4%
ACA
763
Anchor Capital Advisors
Massachusetts
$628K
EA
764
Efficient Advisors
Ohio
$626K -$22.9K -252 -4%
ANBT
765
American National Bank & Trust
Texas
$625K -$15.7K -173 -3%
HWA
766
Heritage Wealth Advisors
Virginia
$625K +$609K +6,709 New
ISL
767
Ingalls & Snyder LLC
New York
$624K +$36.3K +400 +6%
PCMC
768
Private Capital Management (Colorado)
Colorado
$615K +$2.63K +29 +0.4%
CL
769
CIM LLC
New York
$613K +$65.1K +717 +12%
BCWM
770
Blue Chip Wealth Management
Florida
$612K +$50.1K +552 +9%
KWM
771
Kingsview Wealth Management
Oregon
$609K -$49.7K -548 -8%
Luther King Capital Management (LKCM)
772
Luther King Capital Management (LKCM)
Texas
$609K -$8.99K -99 -1%
WP
773
WealthShield Partners
North Carolina
$609K -$4.63K -51 -0.8%
CFG
774
Citizens Financial Group
Rhode Island
$606K +$262K +2,881 +80%
ANTB
775
AMG National Trust Bank
Colorado
$601K

VNQ Hedge Fund Activity: Q3 2019 in Review

1,219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2019, worth a combined $20.8B — up 3.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VNQ positions and 50 closed out — a net gain of 42 holders — while 525 added to existing stakes and 448 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2019, up from 1,189 in Q2 2019.
  • Funds reported $20.8B of Vanguard Real Estate ETF stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 92 funds opened new Vanguard Real Estate ETF positions in Q3 2019 and 50 closed out, a net change of +42 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $122M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2019.