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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
PTC
876
Philadelphia Trust Company
Pennsylvania
$421K +$4.99K +55 +1%
HWA
877
Hillcrest Wealth Advisors
New Jersey
$420K -$227K -2,500 -36%
GFP
878
Gryphon Financial Partners
Ohio
$420K
FWM
879
Foresight Wealth Management
Utah
$417K -$36.7K -404 -8%
RG
880
Renaissance Group
Kentucky
$417K
GPA
881
Guidance Point Advisors
Massachusetts
$417K +$4.9K +54 +1%
MIAS
882
Mason Investment Advisory Services
Virginia
$416K -$218K -2,397 -35%
BAS
883
Brown Advisory Securities
Maryland
$411K -$23.2K -256 -5%
RG
884
Rikoon Group
New Mexico
$410K +$74.3K +819 +23%
Kovitz Investment Group Partners
885
Kovitz Investment Group Partners
Illinois
$409K -$23.6K -260 -6%
HFM
886
Harvest Fund Management
China
$409K +$309K +3,401 +347%
TFA
887
TPG Financial Advisors
Oregon
$408K +$32.6K +359 +9%
CAM
888
Concorde Asset Management
Michigan
$408K +$179K +1,968 +82%
MIC
889
Meridian Investment Counsel
California
$406K +$4.99K +55 +1%
Asset Management One
890
Asset Management One
Japan
$404K -$76.3K -840 -16%
PAS
891
Professional Advisory Services
Florida
$404K
AFNAS
892
American Financial Network Advisory Services
California
$403K -$22.2K -245 -5%
EAM
893
Eukles Asset Management
Ohio
$402K -$4.54K -50 -1%
PCM
894
Perritt Capital Management
Illinois
$401K
RMC
895
Resources Management Corp
Connecticut
$401K +$390K +4,299 New
KBFS
896
Kohmann Bosshard Financial Services
Ohio
$397K
GPA
897
Garrison Point Advisors
California
$396K
UR
898
USCA RIA
Texas
$396K +$2.45K +27 +0.6%
FAM
899
Formidable Asset Management
Ohio
$396K +$19.4K +214 +5%
KLCM
900
KG&L Capital Management
Louisiana
$395K +$9.44K +104 +3%

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.