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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
Cozad Asset Management
Illinois
$414K -$26.2K -345 -6%
OAM
827
Occidental Asset Management
California
$414K
FWM
828
Fairhaven Wealth Management
Illinois
$413K +$92.1K +1,215 +30%
AWM
829
Aevitas Wealth Management
Massachusetts
$407K +$21.8K +288 +6%
WWM
830
Western Wealth Management
Colorado
$406K -$1.36M -17,996 -78%
WOSD
831
WFA of San Diego
California
$406K +$322K +4,244 New
CWM
832
Cranbrook Wealth Management
Michigan
$403K -$7.43K -98 -2%
WSFS
833
Wilmington Savings Fund Society
Delaware
$402K +$26.5K +350 +7%
DCM
834
Dupont Capital Management
Delaware
$401K +$232K +3,060 +150%
IC
835
InterOcean Capital
Illinois
$399K +$88.3K +1,165 +30%
TFS
836
TrustCore Financial Services
Tennessee
$398K -$52.6K -694 -12%
H
837
HoyleCohen
California
$398K
ISL
838
Ingalls & Snyder LLC
New York
$396K -$29.4K -388 -7%
OIA
839
Optimum Investment Advisors
Illinois
$394K
EWM
840
Edge Wealth Management
New York
$393K
MFS
841
McNamara Financial Services
Massachusetts
$391K -$4.09K -54 -1%
DCM
842
Davis Capital Management
Florida
$390K -$13.9K -183 -4%
APSP
843
Asset Planning Services (Pennsylvania)
Pennsylvania
$390K -$152 -2 -0%
BWP
844
Bernardo Wealth Planning
Pennsylvania
$388K -$22.6K -298 -6%
TAM
845
Trillium Asset Management
Massachusetts
$385K -$307K -4,048 -45%
RFN
846
RDA Financial Network
Iowa
$382K -$1.59K -21 -0.4%
CGFA
847
Colton Groome Financial Advisors
North Carolina
$381K +$2.96K +39 +0.8%
WA
848
WP Advisors
California
$378K -$7.58K -100 -2%
FNBT
849
FineMark National Bank & Trust
Florida
$377K -$7.58K -100 -2%
FA
850
FCG Advisors
New Jersey
$376K -$47.6K -628 -12%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.