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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
MSAM
776
Moloney Securities Asset Management
Missouri
$601K +$9.35K +103 +2%
HCM
777
Howland Capital Management
Massachusetts
$595K -$90.8K -1,000 -14%
PG
778
Patten Group
Tennessee
$589K -$14K -154 -2%
BC
779
Brio Consultants
California
$587K +$38.8K +427 +7%
PMG
780
Private Management Group
California
$586K -$4.72K -52 -0.8%
FMW
781
Farr Miller & Washington
District of Columbia
$585K
JIC
782
Joel Isaacson & Co
New York
$583K +$50.7K +558 +10%
BWP
783
Bernardo Wealth Planning
Pennsylvania
$582K -$26.9K -296 -5%
JG
784
Jefferies Group
New York
$579K -$5.34M -58,800 -90%
WTB
785
Washington Trust Bank
Washington
$579K
GG
786
Gofen & Glossberg
Illinois
$578K -$25.1K -277 -4%
BFC
787
Bedel Financial Consulting
Indiana
$578K +$3.72K +41 +0.7%
BCM
788
Boltwood Capital Management
California
$575K
AWA
789
Alaska Wealth Advisors
Alaska
$574K -$11.2K -123 -2%
FNBSF
790
First National Bank Sioux Falls
South Dakota
$574K
APCM
791
Alaska Permanent Capital Management
Alaska
$574K +$281K +3,093 +101%
TAM
792
Tocqueville Asset Management
New York
$571K +$556K +6,126 New
AW
793
ACG Wealth
Georgia
$569K -$122K -1,340 -18%
PFS
794
Prospera Financial Services
Texas
$565K -$64.5K -711 -11%
BB
795
Busey Bank
Illinois
$563K +$125K +1,378 +30%
CAM
796
Cozad Asset Management
Illinois
$554K
IC
797
Intersect Capital
California
$554K +$539K +5,938 New
HCC
798
Hirtle Callaghan & Co
Pennsylvania
$553K
FA
799
FCG Advisors
New Jersey
$551K -$50K -551 -9%
CWM
800
Cranbrook Wealth Management
Michigan
$550K -$49.2K -542 -8%

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.