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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
BCP
826
Blue Chip Partners
Michigan
$234K -$28.6K -343 -11%
NG
827
Northstar Group
New York
$232K -$45.9K -550 -17%
MCIA
828
Mountain Capital Investment Advisors
Colorado
$232K +$232K +2,784 New
RG
829
Rikoon Group
New Mexico
$226K
BRC
830
Bell Rock Capital
Delaware
$223K -$14.6K -175 -6%
WHG
831
Westwood Holdings Group
Texas
$219K +$163K +1,951 +291%
DI
832
Diligent Investors
California
$216K
BKA
833
Brick & Kyle Associates
Pennsylvania
$215K -$14K -168 -6%
TFO
834
Tarbox Family Office
California
$214K
IAS
835
INR Advisory Services
Pennsylvania
$213K
IFAM
836
Institutional & Family Asset Management
Colorado
$211K +$211K +2,536 New
Lido Advisors
837
Lido Advisors
California
$210K +$5.17K +62 +3%
RIL
838
Rothschild Investment LLC
Illinois
$209K +$209K +2,506 New
SAM
839
Selway Asset Management
$208K
WTC
840
WhitTier Trust Company
Nevada
$207K
HSA
841
HBK Sorce Advisory
Pennsylvania
$207K +$207K +2,483 New
GCAC
842
Guardian Capital Advisors (Canada)
Ontario, Canada
$206K
CWM
843
Confluence Wealth Management
Oregon
$204K -$178K -2,133 -46%
CHC
844
City Holding Co
West Virginia
$204K
TIM
845
Tortoise Investment Management
New York
$203K
PAM
846
Panagora Asset Management
Massachusetts
$202K +$203K +2,429 New
GAM
847
Gemmer Asset Management
California
$201K -$26.6K -319 -12%
LF
848
Lee Financial
Texas
$195K +$196K +2,346 New
AAM
849
Alken Asset Management
United Kingdom
$194K +$194K +2,330 New
CWM
850
Cranbrook Wealth Management
Michigan
$191K

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.