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Vanguard Real Estate ETF
VNQ

1,047 hedge funds and large institutions have $19.7B invested in Vanguard Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 58

11% more funds holding

Funds holding: 944 → 1,047 (+103)

4% more funds holding in top 10

Funds holding in top 10: 120 → 125 (+5)

8% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 369

3% more capital invested

Capital invested by funds: $19.1B → $19.7B (+$592M)

0.81% more ownership

Funds ownership: 56.03% → 56.83% (+0.81%)

59% less call options, than puts

Call options by funds: $145M | Put options by funds: $358M

Holders
1,047
Holders Change
+103
Holders Change %
+10.91%
% of All Funds
23.74%
Holding in Top 10
125
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.17%
% of All Funds
2.83%
New
170
Increased
400
Reduced
369
Closed
58
Calls
$145M
Puts
$358M
Net Calls
-$213M
Net Calls Change
+$59M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$174M
2
Two Sigma Investments
Two Sigma Investments
New York
+$88.1M
3
FQ
First Quadrant
California
+$75.6M
4
EFS
Edelman Financial Services
Virginia
+$56.1M
5
Morgan Stanley
Morgan Stanley
New York
+$51.5M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$86.4M
2
Bank of America
Bank of America
North Carolina
-$80.3M
3
QI
QS Investors
New York
-$53M
4
PFA
Pure Financial Advisors
California
-$42.2M
5
BlackRock
BlackRock
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
826
Ironwood Investment Counsel
Arizona
$336K -$2.1K -25 -0.6%
IWP
827
Icon Wealth Partners
Texas
$336K +$339K +4,048 New
SNBOSD
828
Security National Bank of So Dak
Iowa
$335K – – –
CL
829
CIM LLC
New York
$335K +$28.8K +344 +9%
CMBA
830
C.M. Bidwell & Associates
Hawaii
$335K +$56.6K +675 +20%
ATFA
831
All Terrain Financial Advisors
Minnesota
$334K +$338K +4,030 New
CC
832
Callan Capital
California
$333K +$22.3K +266 +7%
WT
833
Whittier Trust
California
$333K +$161K +1,926 +92%
CFA
834
Carroll Financial Associates
North Carolina
$331K +$18.6K +222 +6%
FCH
835
Freestone Capital Holdings
Washington
$328K +$331K +3,947 New
AFM
836
Andesa Financial Management
Pennsylvania
$328K +$331K +3,952 New
SCA
837
Snowden Capital Advisors
New York
$327K +$8.38K +100 +3%
TCM
838
Traynor Capital Management
Pennsylvania
$326K -$34.5K -412 -9%
ACP
839
Aveo Capital Partners
Colorado
$324K +$38.4K +458 +13%
BFS
840
Bradley Foster & Sargent
Connecticut
$323K -$28.2K -337 -8%
CCT
841
Country Club Trust
Missouri
$323K +$24.5K +292 +8%
RWMH
842
Riverpoint Wealth Management Holdings
Illinois
$322K +$12.9K +154 +4%
BB
843
Busey Bank
Illinois
$320K -$65.8K -785 -17%
HCA
844
Horan Capital Advisors
Ohio
$318K – – –
KBFS
845
Kohmann Bosshard Financial Services
Ohio
$318K – – –
SCA
846
STALEY CAPITAL ADVISERS
Pennsylvania
$316K – – –
M
847
MOTCO
Texas
$316K +$21.1K +252 +7%
WSTAM
848
Wilbanks Smith & Thomas Asset Management
Virginia
$315K – – –
PSUF
849
People's United Financial
Connecticut
$314K +$316K +3,774 New
CAN
850
Claraphi Advisory Network
United States
$314K +$317K +3,783 New
32 33
34
35 36

VNQ Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2017, worth a combined $19.7B — up 3.1% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VNQ positions and 58 closed out — a net gain of 112 holders — while 400 added to existing stakes and 369 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $174M. The largest seller was Schroder Investment Management Group, cutting an estimated $86.4M.

  • 1,047 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2017, up from 944 in Q3 2017.
  • Funds reported $19.7B of Vanguard Real Estate ETF stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Real Estate ETF positions in Q4 2017 and 58 closed out, a net change of +112 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $174M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2017 was Schroder Investment Management Group, an estimated $86.4M sold.

Based on aggregated 13F filings for Q4 2017.