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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
MWM
851
Modera Wealth Management
New Jersey
$376K -$7.35K -97 -2%
SAM
852
Summit Asset Management
Tennessee
$376K
AIM
853
Anchor Investment Management
South Carolina
$373K -$5.76K -76 -2%
PWA
854
Peterson Wealth Advisors
Utah
$372K -$52.6K -694 -13%
PP
855
Patten & Patten
Tennessee
$370K
NPF
856
Norris Perne & French
Michigan
$369K
CCG
857
Chatham Capital Group
Georgia
$367K -$569K -7,500 -62%
CSPIA
858
Cary Street Partners Investment Advisory
Virginia
$367K -$167K -2,209 -32%
TPA
859
Trivium Point Advisory
Connecticut
$366K +$346K +4,565 New
SPL
860
Smart Portfolios LLC
Washington
$365K
WSTAM
861
Wilbanks Smith & Thomas Asset Management
Virginia
$362K +$27.1K +357 +8%
FMWA
862
Forvis Mazars Wealth Advisors
Missouri
$361K +$17.7K +233 +5%
MMHP
863
Murphy Middleton Hinkle & Parker
Georgia
$359K -$22.1K -291 -6%
SCM
864
SOL Capital Management
Maryland
$358K -$79.2K -1,045 -19%
QCM
865
Quest Capital Management
Texas
$357K -$750K -9,899 -69%
BFC
866
Bedel Financial Consulting
Indiana
$357K -$129K -1,700 -27%
MWM
867
Merriman Wealth Management
Washington
$356K -$83.8K -1,106 -20%
RGC
868
Roberts, Glore & Co
Illinois
$356K -$34.5K -455 -9%
RG
869
Rathbones Group
United Kingdom
$356K
CS
870
Cannell & Spears
New York
$356K +$24.9K +328 +8%
FIM
871
Fernwood Investment Management
Massachusetts
$355K -$217K -2,858 -39%
MHR
872
Matthew Hamilton Rosenberg
$355K -$82.2K -1,084 -19%
DJSG
873
D.J. St. Germain
Massachusetts
$355K -$37.9K -500 -10%
AF
874
Advisornet Financial
Minnesota
$355K -$37.8K -499 -10%
TCBWMS
875
Texas Capital Bank Wealth Management Services
Texas
$355K +$343K +4,521 New

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.