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Vanguard Real Estate ETF

931 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 447 increasing their positions, 323 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 323

0% less capital invested

Capital invested by funds: $19B → $19B (-$23.6M)

0.46% less ownership

Funds ownership: 55.69%55.23% (-0.46%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

1% less funds holding

Funds holding: 945931 (-14)

3% less funds holding in top 10

Funds holding in top 10: 129125 (-4)

Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
23.21%
Holding in Top 10
125
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.1%
% of All Funds
3.12%
New
62
Increased
447
Reduced
323
Closed
64
Calls
$186M
Puts
$191M
Net Calls
-$5M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
851
People's United Financial
Connecticut
$191K +$27.1K +325 +17%
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K
BWA
853
BDO Wealth Advisors
Florida
$175K +$175K +2,097 New
RCG
854
Ruggie Capital Group
Florida
$175K +$176K +2,105 New
WT
855
Whittier Trust
California
$174K -$26.5K -318 -13%
MWM
856
Mascoma Wealth Management
New Hampshire
$166K -$3.97M -47,571 -96%
CG
857
Cutler Group
California
$166K -$1.45M -17,388 -90%
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$166K +$13.3K +160 +9%
IUHSA
859
Itau Unibanco Holding S.A.
Brazil
$166K +$167K +2,000 New
SFG
860
SevenBridge Financial Group
Pennsylvania
$162K
AIM
861
Advantage Investment Management
Iowa
$157K -$33.7K -404 -18%
SQA
862
Simon Quick Advisors
New Jersey
$150K -$11.3K -135 -7%
PVH
863
Psagot Value Holdings
Israel
$150K
VCM
864
Vigilant Capital Management
Maine
$148K
AWM
865
AllSquare Wealth Management
New York
$136K -$917 -11 -0.7%
BC
866
Bartlett & Co
Ohio
$132K +$19.7K +236 +17%
SEI Investments
867
SEI Investments
Pennsylvania
$129K +$78.3K +939 +155%
FFW
868
Fusion Family Wealth
New York
$128K
PWM
869
Perigon Wealth Management
California
$126K
NCM
870
Nelson Capital Management
California
$126K +$94.9K +1,138 +299%
JWM
871
Jacobus Wealth Management
Wisconsin
$126K +$126K +1,514 New
BGC
872
Blue Granite Capital
South Carolina
$125K +$126K +1,510 New
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$121K -$61.7K -740 -34%
NSIM
874
North Star Investment Management
Illinois
$116K +$667 +8 +0.6%
SHJ
875
Sharkey, Howes & Javer
Colorado
$106K +$24.5K +294 +30%

VNQ Hedge Fund Activity: Q2 2017 in Review

931 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2017, worth a combined $19B — down 0.12% from $19B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VNQ and 62 opened new positions — a net loss of 2 holders — while 323 trimmed existing stakes and 447 added.

The largest buyer was HSBC Holdings, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $336M.

  • 931 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2017, down from 945 in Q1 2017.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q2 2017, down 0.12% quarter-over-quarter.
  • 62 funds opened new Vanguard Real Estate ETF positions in Q2 2017 and 64 closed out, a net change of -2 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2017 was HSBC Holdings, an estimated $106M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.