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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
SP
801
SWS Partners
Ohio
$549K -$14.6K -161 -3%
KCM
802
Kornitzer Capital Management
Kansas
$546K
KFP
803
Keystone Financial Planning
Ohio
$544K
RTS
804
Round Table Services
New Jersey
$542K
TFS
805
TrustCore Financial Services
Tennessee
$541K +$24.9K +274 +5%
APP
806
Avantax Planning Partners
Iowa
$538K +$119K +1,313 +29%
SPL
807
Smart Portfolios LLC
Washington
$536K -$18.9K -208 -3%
SWM
808
SeaCrest Wealth Management
New York
$535K +$7.17K +79 +1%
SBH
809
Segall Bryant & Hamill
Illinois
$532K -$9.99K -110 -2%
SC
810
SouthState Corp
Florida
$531K
NA
811
Nottingham Advisors
New York
$530K
AWM
812
Altium Wealth Management
New York
$530K +$516K +5,689 New
SCA
813
Snowden Capital Advisors
New York
$528K +$151K +1,667 +42%
JPLA
814
Joseph P. Lucia & Associates
New York
$527K +$24.5K +270 +5%
CCA
815
Clearwater Capital Advisors
Illinois
$523K -$8.35K -92 -2%
CCM
816
CWH Capital Management
Washington
$523K +$20K +220 +4%
FLA
817
Financial Life Advisors
Texas
$522K -$109K -1,206 -18%
AA
818
AlphaMark Advisors
Kentucky
$522K +$25K +275 +5%
KFGK
819
Keystone Financial Group (Kentucky)
Kentucky
$515K -$92.5K -1,019 -16%
SCM
820
SOL Capital Management
Maryland
$514K +$1.82K +20 +0.4%
FWCM
821
Ferguson Wellman Capital Management
Oregon
$513K +$170K +1,875 +52%
GAM
822
Gemmer Asset Management
California
$512K +$24.8K +273 +5%
DWA
823
Dougherty Wealth Advisers
Minnesota
$509K -$31.5K -347 -6%
CGFA
824
Colton Groome Financial Advisors
North Carolina
$509K -$24.8K -273 -5%
OA
825
Oxbow Advisors
Texas
$509K -$1.27K -14 -0.3%

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.