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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 %
SCM
801
Southport Capital Management
Tennessee
$311K -$3.79K -47 -1%
BWA
802
BDO Wealth Advisors
Florida
$310K +$6.05K +75 +2%
NQWM
803
Northwest Quadrant Wealth Management
Oregon
$307K +$4.28K +53 +1%
NP
804
NorthRock Partners
Minnesota
$307K +$23.6K +292 +8%
HDIM
805
Hanson & Doremus Investment Management
Vermont
$305K -$11.8K -146 -4%
GWM
806
Greenwich Wealth Management
Connecticut
$304K – – –
DW
807
Domani Wealth
Pennsylvania
$301K +$301K +3,727 New
FWCM
808
Ferguson Wellman Capital Management
Oregon
$300K +$66.1K +820 +28%
PFSC
809
Peoples Financial Services Corp
Pennsylvania
$299K +$4.84K +60 +2%
ATFA
810
All Terrain Financial Advisors
Minnesota
$296K +$6.62K +82 +2%
CRWM
811
Castle Rock Wealth Management
California
$291K -$144K -1,803 -33%
CIAS
812
Capital Investment Advisory Services
North Carolina
$290K -$69.8K -864 -19%
PWG
813
Private Wealth Group
Florida
$289K -$301K -3,733 -51%
WAS
814
WESPAC Advisors SoCal
California
$288K -$314K -3,865 Closed
PFO
815
Pathstone Family Office
New Jersey
$279K +$12K +149 +4%
NA
816
Nottingham Advisors
New York
$277K -$2.79M -34,600 -91%
QPWM
817
Quadrant Private Wealth Management
Pennsylvania
$275K – – –
WWM
818
Wagner Wealth Management
South Carolina
$275K +$185K +2,290 +204%
HCA
819
Horan Capital Advisors
Ohio
$273K – – –
SC
820
Solstein Capital
California
$272K +$272K +3,370 New
RMDI
821
R.M. Davis Inc
Maine
$270K +$564 +7 +0.2%
NSAM
822
North Star Asset Management
Wisconsin
$269K – – –
AFM
823
Andesa Financial Management
Pennsylvania
$266K – – –
OWP
824
Obermeyer Wealth Partners
Colorado
$266K – – –
Lido Advisors
825
Lido Advisors
California
$265K -$30K -373 -10%
31 32
33
34 35