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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
GC
826
Grace Capital
Massachusetts
$509K
IC
827
Inscription Capital
Texas
$507K +$493K +5,434 New
AWM
828
Avitas Wealth Management
California
$505K +$64.5K +711 +15%
KIA
829
KCM Investment Advisors
California
$504K +$88.7K +977 +22%
SIAP
830
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K +$432K +4,764 +748%
TD Asset Management
831
TD Asset Management
Ontario, Canada
$503K +$490K +5,398 New
VCA
832
Verdence Capital Advisors
Maryland
$497K +$138K +1,516 +40%
WCM
833
Wealthcare Capital Management
Virginia
$496K -$47.9K -528 -9%
PAMG
834
Patton Albertson Miller Group
Tennessee
$495K +$79.8K +879 +20%
H
835
HoyleCohen
California
$494K +$40.1K +442 +9%
BNP Paribas Financial Markets
836
BNP Paribas Financial Markets
France
$494K -$29.1M -320,443 -98%
ECG
837
Edge Capital Group
Georgia
$492K +$5.45K +60 +1%
ADL
838
Asset Dedication LLC
California
$491K +$6.9K +76 +1%
WSFS
839
Wilmington Savings Fund Society
Delaware
$491K +$27.2K +300 +6%
PWM
840
Perigon Wealth Management
California
$490K -$3.99K -44 -0.8%
ACM
841
Adelante Capital Management
California
$489K -$468K -5,150 -50%
OIA
842
Optimum Investment Advisors
Illinois
$488K +$20.9K +230 +5%
Rockefeller Capital Management
843
Rockefeller Capital Management
New York
$488K +$354K +3,898 +291%
SNT
844
Security National Trust
West Virginia
$481K
SCA
845
Stuart Chaussee & Associates
California
$480K
PA
846
Paracle Advisors
Washington
$478K +$38.6K +425 +9%
CCG
847
Cypress Capital Group
Florida
$475K -$185K -2,041 -29%
APSP
848
Asset Planning Services (Pennsylvania)
Pennsylvania
$475K -$2.36K -26 -0.5%
IIC
849
Integrated Investment Consultants
Michigan
$474K -$2.72K -30 -0.6%
OAM
850
Occidental Asset Management
California
$473K -$17.2K -190 -4%

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.