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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
801
Hanson & Doremus Investment Management
Vermont
$274K +$54.4K +652 +25%
OWP
802
Obermeyer Wealth Partners
Colorado
$272K
SBIA
803
Sheaff Brock Investment Advisors
Indiana
$269K +$48.7K +584 +22%
CCT
804
Country Club Trust
Missouri
$268K -$132K -1,579 -33%
MWM
805
Merriman Wealth Management
Washington
$268K -$28.5K -342 -10%
MFWM
806
Motley Fool Wealth Management
Virginia
$262K +$34.4K +412 +15%
AWMG
807
Alliance Wealth Management Group
New Jersey
$258K -$1.14M -13,615 -81%
ECM
808
Elgethun Capital Management
South Dakota
$258K
FPTW
809
Franklin, Parlapiano, Turner & Welch
Texas
$255K
GS
810
Girard Securities
California
$254K -$1.38M -16,539 -85%
GC
811
Grimes & Company
Massachusetts
$254K +$46K +551 +22%
IFWM
812
Institute for Wealth Management
Colorado
$253K +$254K +3,044 New
CC
813
Callan Capital
California
$252K +$9.42K +113 +4%
LC
814
Lincoln Capital
Nebraska
$250K
IP
815
Intellectus Partners
California
$250K +$251K +3,006 New
TCM
816
Tradewinds Capital Management
Washington
$249K +$2.42K +29 +1%
WA
817
Waverly Advisors
Alabama
$247K +$38.5K +462 +18%
HAFS
818
Hapanowicz & Associates Financial Services
Pennsylvania
$244K +$250K +3,000 New
AWE
819
Avidian Wealth Enterprises
Texas
$242K -$127K -1,521 -34%
ACM
820
AUA Capital Management
Pennsylvania
$240K +$77.1K +925 +47%
NCM
821
Narwhal Capital Management
Georgia
$238K +$239K +2,860 New
SG
822
StoneX Group
New York
$237K +$237K +2,844 New
MWM
823
Meridian Wealth Management
Kentucky
$236K +$14.8K +178 +7%
BB
824
Bell Bank
North Dakota
$235K
BTIS
825
BB&T Investment Services
North Carolina
$235K +$157K +1,880 +187%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.