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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
PP
851
Patten & Patten
Tennessee
$472K -$2.63K -29 -0.6%
FNBT
852
FineMark National Bank & Trust
Florida
$472K +$51.9K +572 +13%
ITIM
853
Indiana Trust & Investment Management
Indiana
$470K
WAM
854
Weiss Asset Management
Massachusetts
$466K +$454K +5,000 New
CC
855
Cypress Capital
Tennessee
$460K +$36.9K +407 +9%
DI
856
Diligent Investors
California
$457K
MCM
857
Manchester Capital Management
Vermont
$456K +$50.9K +561 +13%
CGL
858
Clarius Group LLC
Washington
$451K +$67.8K +747 +18%
PGFC
859
Peapack-Gladstone Financial Corp
New Jersey
$448K +$30.4K +335 +8%
SAM
860
Summit Asset Management
Tennessee
$447K +$91 +1 +0%
CIAS
861
Capital Investment Advisory Services
North Carolina
$447K +$34K +374 +8%
RWG
862
Regal Wealth Group
California
$446K +$3.63K +40 +0.8%
PWG
863
Private Wealth Group
Florida
$445K +$433K +4,774 New
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$443K -$8.35K -92 -2%
MFS
865
McNamara Financial Services
Massachusetts
$442K -$19.9K -219 -4%
VWA
866
V Wealth Advisors
Kansas
$439K +$23.1K +255 +6%
NPF
867
Norris Perne & French
Michigan
$438K
BRWA
868
B. Riley Wealth Advisors
Florida
$430K -$180K -1,984 -30%
SSWM
869
Sheets Smith Wealth Management
North Carolina
$428K +$5.54K +61 +1%
SRC
870
Sage Rhino Capital
California
$427K +$149K +1,638 +56%
MFG
871
Merit Financial Group
Georgia
$427K +$415K +4,574 New
SWM
872
Stockman Wealth Management
Montana
$423K
AWM
873
Aevitas Wealth Management
Massachusetts
$423K +$3.99K +44 +1%
CA
874
Crewe Advisors
Utah
$422K -$118K -1,295 -22%
MWM
875
Modera Wealth Management
New Jersey
$422K -$5.99K -66 -1%

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.