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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 %
FIM
776
Fernwood Investment Management
Massachusetts
$338K +$338K +4,186 New
BFC
777
Bedel Financial Consulting
Indiana
$337K +$2.57K +33 +0.8%
M
778
MOTCO
Texas
$336K +$5.66K +70 +2%
EAMA
779
EFG Asset Management (Americas)
Florida
$335K -$298K -3,693 -47%
SHCM
780
Stokes & Hubbell Capital Management
Louisiana
$335K – – –
OC
781
Oakworth Capital
Alabama
$335K – – –
SCA
782
Snowden Capital Advisors
New York
$333K +$46K +570 +16%
PWM
783
Perigon Wealth Management
California
$332K -$56.4K -700 -15%
SFWA
784
Summit Financial Wealth Advisors
Louisiana
$331K +$33.1K +434 +11%
APP
785
Avantax Planning Partners
Iowa
$330K -$22.9K -284 -6%
RPGK
786
Retirement Planning Group (Kansas)
Kansas
$330K -$13.2K -164 -4%
BCA
787
Benchmark Capital Advisors
New York
$330K – – –
IWP
788
Icon Wealth Partners
Texas
$329K +$1.21K +15 +0.4%
QAM
789
QCI Asset Management
New York
$325K -$14.2K -176 -4%
OSNBOA
790
Old Second National Bank of Aurora
Illinois
$325K – – –
IIC
791
Ironwood Investment Counsel
Arizona
$324K -$2.42K -30 -0.7%
KIA
792
KCM Investment Advisors
California
$322K -$17.9K -221 -5%
RWMH
793
Riverpoint Wealth Management Holdings
Illinois
$322K +$3.3K +41 +1%
VC
794
Vicus Capital
Pennsylvania
$320K -$23.7K -294 -7%
AFP
795
Ausdal Financial Partners
Iowa
$319K +$646 +8 +0.2%
AW
796
ACG Wealth
Georgia
$318K -$75.4K -936 -19%
Zurich Cantonal Bank
797
Zurich Cantonal Bank
Switzerland
$314K -$4.36M -54,091 -93%
CCT
798
Country Club Trust
Missouri
$314K +$100K +1,244 +47%
CPA
799
Court Place Advisors
Maryland
$312K – – –
WSTAM
800
Wilbanks Smith & Thomas Asset Management
Virginia
$312K +$7.26K +90 +2%
30 31
32
33 34