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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
826
NewEdge Advisors
Louisiana
$243K -$66.1K -797 -22%
MBTD
827
Mechanics Bank - Trust Department
California
$240K -$29.7K -358 -11%
CC
828
Callan Capital
California
$240K +$241K +2,910 New
RWA
829
RGT Wealth Advisors
Texas
$239K -$122K -1,471 -34%
BRC
830
Bell Rock Capital
Delaware
$236K -$53.1K -640 -18%
BB
831
Bell Bank
North Dakota
$233K +$28.6K +345 +14%
SE
832
Summit Equities
New Jersey
$228K +$229K +2,755 New
BKA
833
Brick & Kyle Associates
Pennsylvania
$227K +$37.3K +450 +20%
GAM
834
Gemmer Asset Management
California
$226K +$138K +1,662 +155%
MFWM
835
Motley Fool Wealth Management
Virginia
$226K +$227K +2,731 New
RG
836
Rikoon Group
New Mexico
$225K +$226K +2,719 New
CRC
837
Curi RMB Capital
Illinois
$223K -$73.1K -881 -25%
FDCC
838
Foster Dykema Cabot & Co
Massachusetts
$223K
BCM
839
Bienville Capital Management
New York
$220K
MWM
840
Meridian Wealth Management
Kentucky
$220K +$10.3K +124 +5%
SBIA
841
Sheaff Brock Investment Advisors
Indiana
$219K +$220K +2,652 New
HDIM
842
Hanson & Doremus Investment Management
Vermont
$218K +$92.1K +1,110 +73%
FC
843
Forte Capital
New York
$218K +$219K +2,638 New
FWP
844
Fiduciary Wealth Partners
Massachusetts
$217K -$77.9K -939 -26%
PI
845
Putnam Investments
Massachusetts
$216K +$217K +2,615 New
DI
846
Diligent Investors
California
$215K
TFO
847
Tarbox Family Office
California
$212K
PHAM
848
Palisades Hudson Asset Management
Florida
$212K +$1.49K +18 +0.7%
IAS
849
INR Advisory Services
Pennsylvania
$211K -$19.7K -237 -8%
GCAC
850
Guardian Capital Advisors (Canada)
Ontario, Canada
$208K

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.