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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,215 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, 370 increasing their positions, 591 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
-56
Holders Change %
-4.41%
% of All Funds
24.97%
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
370
Reduced
591
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$804M
2
Prudential Financial
Prudential Financial
New Jersey
$252M
3
LM
Legg Mason
Maryland
$126M
4
Creative Planning
Creative Planning
Kansas
$911M
5
RC
RegentAtlantic Capital
New Jersey
$75.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116M
3
Wells Fargo
Wells Fargo
California
$1.05B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$11.9M
5
Bank of America
Bank of America
North Carolina
$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
826
Western Wealth Management
Colorado
$406K -$1.41M -17,996 -78%
WOSD
827
WFA of San Diego
California
$406K +$406K +4,244 New
CWM
828
Cranbrook Wealth Management
Michigan
$403K -$7.7K -98 -2%
WSFS
829
Wilmington Savings Fund Society
Delaware
$402K +$27.5K +350 +7%
DCM
830
Dupont Capital Management
Delaware
$401K +$241K +3,060 +150%
IC
831
InterOcean Capital
Illinois
$399K +$91.4K +1,165 +30%
TFS
832
TrustCore Financial Services
Tennessee
$398K -$54.6K -694 -12%
H
833
HoyleCohen
California
$398K – – –
ISL
834
Ingalls & Snyder LLC
New York
$396K -$30.5K -388 -7%
OIA
835
Optimum Investment Advisors
Illinois
$394K – – –
EWM
836
Edge Wealth Management
New York
$393K – – –
MFS
837
McNamara Financial Services
Massachusetts
$391K -$4.24K -54 -1%
DCM
838
Davis Capital Management
Florida
$390K -$14.4K -183 -4%
APSP
839
Asset Planning Services (Pennsylvania)
Pennsylvania
$390K -$157 -2 -0%
BWP
840
Bernardo Wealth Planning
Pennsylvania
$388K -$23.4K -298 -6%
TAM
841
Trillium Asset Management
Massachusetts
$385K -$318K -4,048 -45%
RFN
842
RDA Financial Network
Iowa
$382K -$1.65K -21 -0.4%
CGFA
843
Colton Groome Financial Advisors
North Carolina
$381K +$3.06K +39 +0.8%
WA
844
WP Advisors
California
$378K -$7.86K -100 -2%
FNBT
845
FineMark National Bank & Trust
Florida
$377K -$7.85K -100 -2%
FA
846
FCG Advisors
New Jersey
$376K -$49.3K -628 -12%
MWM
847
Modera Wealth Management
New Jersey
$376K -$7.61K -97 -2%
SAM
848
Summit Asset Management
Tennessee
$376K – – –
AIM
849
Anchor Investment Management
South Carolina
$373K -$5.97K -76 -2%
PWA
850
Peterson Wealth Advisors
Utah
$372K -$54.5K -694 -13%
32 33
34
35 36