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Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
826
Motley Fool Wealth Management
Virginia
$267K +$8.88K +116 +3%
ATFA
827
All Terrain Financial Advisors
Minnesota
$265K -$39.8K -520 -13%
HCA
828
Harbour Capital Advisors
Virginia
$264K
NP
829
NorthRock Partners
Minnesota
$258K +$22.7K +297 +10%
IFA
830
Interactive Financial Advisors
Illinois
$257K -$101K -1,320 -28%
KFC
831
Klingenstein Fields & Co
New York
$254K
NSAM
832
North Star Asset Management
Wisconsin
$252K -$1.84K -24 -0.7%
UA
833
Unison Advisors
District of Columbia
$251K -$4.9K -64 -2%
DBRC
834
D.B. Root & Company
Pennsylvania
$250K -$94.4K -1,233 -27%
OWP
835
Obermeyer Wealth Partners
Colorado
$249K
CCG
836
Chatham Capital Group
Georgia
$246K -$67K -875 -21%
VHAM
837
Van Hulzen Asset Management
California
$245K -$113K -1,471 -31%
PCP
838
Proficio Capital Partners
Massachusetts
$244K -$432K -5,646 -64%
CC
839
Courier Capital
New York
$241K +$4.59K +60 +2%
PSUF
840
People's United Financial
Connecticut
$236K -$48.9K -639 -17%
WAM
841
Weatherly Asset Management
California
$236K -$13K -170 -5%
SCA
842
STALEY CAPITAL ADVISERS
Pennsylvania
$235K -$53.4K -698 -18%
AC
843
Alley Company
Illinois
$235K +$17.8K +233 +8%
SFG
844
StrategIQ Financial Group
Indiana
$233K +$237K +3,093 New
FPTW
845
Franklin, Parlapiano, Turner & Welch
Texas
$231K
TCM
846
Tradewinds Capital Management
Washington
$231K
TCM
847
Traynor Capital Management
Pennsylvania
$228K -$70.1K -916 -23%
WCM
848
Washington Capital Management
Washington
$227K
LC
849
Lincoln Capital
Nebraska
$226K
UWM
850
USAdvisors Wealth Management
Minnesota
$225K +$229K +2,987 New

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.