We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 56.83%58.85% (+2%)

3% less funds holding

Funds holding: 1,0471,017 (-30)

12% less capital invested

Capital invested by funds: $19.7B → $17.3B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 109

14% less funds holding in top 10

Funds holding in top 10: 125108 (-17)

16% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 447

59% less call options, than puts

Call options by funds: $198M | Put options by funds: $483M

Holders
1,017
Holders Change
-30
Holders Change %
-2.87%
% of All Funds
23.3%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
2.47%
New
95
Increased
375
Reduced
447
Closed
109
Calls
$198M
Puts
$483M
Net Calls
-$286M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
876
Wealthstreet Investment Advisors
Texas
$202K +$204K +2,668 New
CTC
877
Central Trust Company
Missouri
$201K -$153K -2,002 -43%
BKA
878
Brick & Kyle Associates
Pennsylvania
$200K
GAM
879
Gemmer Asset Management
California
$197K +$1.53K +20 +0.8%
TFO
880
Tarbox Family Office
California
$194K -$286K -3,740 -59%
MWM
881
Mascoma Wealth Management
New Hampshire
$188K
CIR
882
Clear Investment Research
Georgia
$187K -$186K -2,425 -49%
TVWM
883
Tower View Wealth Management
Wisconsin
$186K +$189K +2,467 New
CFA
884
Carroll Financial Associates
North Carolina
$184K -$119K -1,550 -39%
QFA
885
Quattro Financial Advisors
Texas
$184K -$186K -2,429 -50%
NCM
886
Nelson Capital Management
California
$182K
CHC
887
City Holding Co
West Virginia
$180K
LF
888
Lee Financial
Texas
$178K -$178K -2,329 -50%
FIB
889
First Interstate Bank
Montana
$177K -$83.3K -1,088 -32%
GBBWRPM
890
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$175K +$177K +2,316 New
HFP
891
Holistic Financial Partners
Indiana
$168K +$536 +7 +0.3%
BC
892
Bartlett & Co
Ohio
$166K +$46.6K +609 +38%
BCWM
893
Bartlett & Co Wealth Management
Ohio
$166K +$168K +2,195 New
IFAM
894
Institutional & Family Asset Management
Colorado
$162K -$47.8K -625 -23%
BCP
895
Blue Chip Partners
Michigan
$158K -$43.2K -564 -21%
GH
896
GAM Holding
Switzerland
$151K +$153K +2,000 New
CWM
897
Cranbrook Wealth Management
Michigan
$150K -$20.1K -262 -12%
FC
898
Ferris Capital
Massachusetts
$149K +$151K +1,976 New
RWML
899
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$145K -$74.4K -972 -34%
THWM
900
Taylor Hoffman Wealth Management
Virginia
$145K -$873K -11,409 -86%

VNQ Hedge Fund Activity: Q1 2018 in Review

1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.

  • 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.