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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.8B
2
SLF
2
Sun Life Financial
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$280M
4
Bank of America
4
Bank of America
North Carolina
$1.09B
5
APCM
5
Alaska Permanent Capital Management
Alaska
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
876
Strategic Wealth Partners
Ohio
$214K -$114K -1,411 -35%
CAM
877
Concorde Asset Management
Michigan
$213K +$8.41K +104 +4%
MWM
878
Mascoma Wealth Management
New Hampshire
$212K +$6.06K +75 +3%
HSA
879
HBK Sorce Advisory
Pennsylvania
$211K -$43.2K -536 -17%
VHAM
880
Van Hulzen Asset Management
California
$211K -$24.2K -300 -10%
PP
881
PagnatoKarp Partners
Virginia
$211K -$16.5K -205 -7%
ST
882
Spinnaker Trust
Maine
$210K +$210K +2,604 New
GAM
883
Gemmer Asset Management
California
$207K -$9.58K -119 -4%
SCM
884
Stellar Capital Management
Arizona
$207K -$4.12K -51 -2%
CHA
885
Cooper/Haims Advisors
New York
$207K -$2.34K -29 -1%
TFO
886
Tarbox Family Office
California
$207K – – –
NIC
887
Northwest Investment Counselors
Oregon
$205K – – –
FPCP
888
Fort Point Capital Partners
California
$205K +$205K +2,535 New
PV
889
Private Vista
Illinois
$203K -$404 -5 -0.2%
WA
890
Waverly Advisors
Alabama
$202K – – –
MAM
891
Marquette Asset Management
Minnesota
$202K +$202K +2,500 New
SC
892
Scotia Capital
Ontario, Canada
$200K -$60.6K -750 -23%
BRC
893
Bell Rock Capital
Delaware
$197K -$18K -226 -8%
AIM
894
Anchor Investment Management
South Carolina
$192K +$7.91K +98 +4%
FANJ
895
Financial Architects (New Jersey)
New Jersey
$191K +$23.3K +289 +14%
FCMT
896
Founders Capital Management (Texas)
Texas
$187K -$6.21K -77 -3%
LFASL
897
Lugano Financial Advisors SA (LFA)
Switzerland
$186K – – –
CWM
898
Cedar Wealth Management
California
$178K -$21.8K -269 -11%
CHC
899
City Holding Co
West Virginia
$177K -$15.2K -189 -8%
MCM
900
Monument Capital Management
Virginia
$173K +$173K +2,150 New
34 35
36
37 38