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Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
801
Summit Financial Wealth Advisors
Louisiana
$295K +$54K +706 +22%
SMC
802
Smith, Moore & Co
Missouri
$295K +$299K +3,905 New
CCT
803
Country Club Trust
Missouri
$294K
M
804
MOTCO
Texas
$293K +$6.2K +81 +2%
CPA
805
Court Place Advisors
Maryland
$293K +$23K +300 +8%
FMWA
806
Forvis Mazars Wealth Advisors
Missouri
$292K -$26K -340 -8%
AF
807
Allworth Financial
California
$290K -$73.2K -956 -20%
HCA
808
Horan Capital Advisors
Ohio
$289K
TAT
809
TD Ameritrade Trust
Colorado
$289K +$294K +3,835 New
WSTAM
810
Wilbanks Smith & Thomas Asset Management
Virginia
$285K -$842 -11 -0.3%
BOTW
811
Bank of the West
California
$285K +$289K +3,778 New
BWA
812
BDO Wealth Advisors
Florida
$284K -$53.8K -703 -16%
Lido Advisors
813
Lido Advisors
California
$282K +$23K +300 +9%
FANJ
814
Financial Architects (New Jersey)
New Jersey
$281K -$133K -1,735 -32%
AIA
815
Allegis Investment Advisors
Idaho
$280K -$287K -3,747 -50%
SGCA
816
Steel Grove Capital Advisors
Tennessee
$279K -$724K -9,466 -72%
WAS
817
WESPAC Advisors SoCal
California
$278K +$7.65K +100 +3%
BJ
818
Brouwer & Janachowski
California
$275K -$14.7M -191,529 -98%
PFSC
819
Peoples Financial Services Corp
Pennsylvania
$275K
SCA
820
Snowden Capital Advisors
New York
$274K -$23.8K -311 -8%
FNBT
821
FineMark National Bank & Trust
Florida
$273K -$43.9K -574 -14%
CA
822
Calton & Associates
Florida
$272K -$120K -1,565 -30%
CC
823
Cassaday & Co
Virginia
$270K -$61.8K -807 -18%
PWG
824
Private Wealth Group
Florida
$268K
AWE
825
Avidian Wealth Enterprises
Texas
$268K +$26.8K +350 +11%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.