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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,034 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.43%
New
82
Increased
409
Reduced
406
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$859M
3
Creative Planning
Creative Planning
Kansas
$523M
4
UBS Group
UBS Group
Switzerland
$333M
5
UCFA
United Capital Financial Advisors
Texas
$136M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.8B
2
SLF
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
Ameriprise
Minnesota
$280M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
APCM
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
851
Valeo Financial Advisors
Indiana
$240K -$159K -2,025 -40%
MC
852
Moors & Cabot
Massachusetts
$240K -$48.3K -602 -17%
BWFA
853
Baltimore-Washington Financial Advisors
Maryland
$238K +$9.5K +118 +4%
CFA
854
Carroll Financial Associates
North Carolina
$238K +$23.4K +290 +11%
ACM
855
AUA Capital Management
Pennsylvania
$233K – – –
MI
856
Moneywise Inc
Virginia
$232K +$11.8K +146 +5%
CCB
857
Cutter & Co Brokerage
Missouri
$231K +$1.54K +19 +0.7%
FWIA
858
Fort Washington Investment Advisors
Ohio
$230K +$81 +1 +0%
PCM
859
Poehling Capital Management
Wisconsin
$229K +$3.23K +40 +1%
SMFS
860
Squar Milner Financial Services
California
$229K +$37.5K +465 +20%
NFG
861
Next Financial Group
Texas
$228K -$181K -2,244 -44%
CC
862
Courier Capital
New York
$227K -$23.7K -294 -9%
First Manhattan
863
First Manhattan
New York
$225K – – –
GP
864
Greenline Partners
New York
$225K +$242 +3 +0.1%
IFAM
865
Institutional & Family Asset Management
Colorado
$224K -$6.53K -81 -3%
QCMC
866
Quantum Capital Management (California)
California
$223K -$2.17K -27 -1%
CC
867
Cassaday & Co
Virginia
$223K +$13.2K +164 +6%
GBBWRPM
868
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$221K +$33.9K +420 +18%
ACI
869
Alpha Cubed Investments
California
$221K +$221K +2,824 New
CCG
870
Chatham Capital Group
Georgia
$220K -$40.3K -500 -15%
VWA
871
V Wealth Advisors
Kansas
$220K +$220K +2,714 New
WA
872
WP Advisors
California
$218K -$16.1K -199 -7%
MFG
873
Merit Financial Group
Georgia
$216K – – –
SWM
874
Sanctuary Wealth Management
Idaho
$216K +$216K +2,681 New
TL
875
TrueWealth LLC
Georgia
$215K -$40.2K -499 -16%
33 34
35
36 37