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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
876
Anchor Investment Management
South Carolina
$134K -$2.24K -27 -2%
FFW
877
Fusion Family Wealth
New York
$127K +$128K +1,540 New
PWM
878
Perigon Wealth Management
California
$125K -$209K -2,514 -62%
FNB
879
Farmers National Bank
Kentucky
$115K -$87.1K -1,050 -44%
NSIM
880
North Star Investment Management
Illinois
$114K +$9.62K +116 +9%
BC
881
Bartlett & Co
Ohio
$111K
WEC
882
Winslow Evans & Crocker
Massachusetts
$106K +$5.81K +70 +6%
MCM
883
McRae Capital Management
New Jersey
$105K +$106K +1,273 New
ST
884
Sageworth Trust
Pennsylvania
$100K +$101K +1,216 New
ACS
885
Archford Capital Strategies
Illinois
$95K -$5.89K -71 -6%
WAM
886
Wolverine Asset Management
Illinois
$87K +$77.2K +930 +750%
HI
887
Hudock Inc
Pennsylvania
$86K +$83 +1 +0.1%
BTIS
888
BB&T Investment Services
North Carolina
$82K +$34.8K +419 +71%
SHJ
889
Sharkey, Howes & Javer
Colorado
$81K -$160K -1,926 -66%
FWM
890
Focused Wealth Management
New York
$79K +$747 +9 +0.9%
MSFP
891
Mark Sheptoff Financial Planning
Connecticut
$75K +$83 +1 +0.1%
RFS
892
Rockefeller Financial Services
New York
$74K
MFBTD
893
MB Financial Bank - Trust Department
Illinois
$71K +$19.7K +238 +38%
MAS
894
Madden Advisory Services
Florida
$69K +$69.6K +839 New
FMTCOCP
895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67.3K +$14.5K +175 +27%
DBT
896
Dubuque Bank & Trust
Iowa
$67K -$1.33K -16 -2%
AIM
897
Arcadia Investment Management
Michigan
$67K +$21.6K +260 +47%
PMFA
898
Plante Moran Financial Advisors
Michigan
$64K +$6.72K +81 +12%
HR
899
Howe & Rusling
New York
$63K -$42.3K -510 -40%
SIC
900
Salem Investment Counselors
North Carolina
$61K -$358K -4,310 -89%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.