We are live on ! Find out more
VNQ icon

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
ATC
901
Adirondack Trust Company
New York
$59K
VIA
902
Vantage Investment Advisors
Pennsylvania
$59K
AF
903
Arrow Financial
New York
$58K
WHG
904
Westwood Holdings Group
Texas
$55K
JFA
905
JNBA Financial Advisors
Minnesota
$54K +$664 +8 +1%
CCM
906
Cohen Capital Management
California
$53K +$53.6K +646 New
MAM
907
Meeder Asset Management
Ohio
$51K
WAM
908
Watermark Asset Management
California
$51K +$51K +615 New
SEI Investments
909
SEI Investments
Pennsylvania
$50K -$72.6K -875 -59%
CAM
910
Close Asset Management
United Kingdom
$50K
CCM
911
Cribstone Capital Management
Maine
$50K
BAM
912
Barrett Asset Management
New York
$47K +$2.49K +30 +6%
EWM
913
Endurance Wealth Management
Rhode Island
$43K
CWM
914
Catamount Wealth Management
Connecticut
$41K
SFFS
915
Stonehage Fleming Financial Services
Jersey
$40K +$39.9K +481 New
BBHC
916
Brown Brothers Harriman & Co
New York
$37K -$9.96K -120 -21%
BWA
917
Burt Wealth Advisors
Maryland
$34K
LM
918
Legg Mason
Maryland
$34K +$14.8K +179 +77%
CFN
919
Cordasco Financial Network
Florida
$34K +$33.9K +409 New
WOC
920
West Oak Capital
California
$33K
NCM
921
Nelson Capital Management
California
$31K +$3.4K +41 +12%
SAM
922
Shamrock Asset Management
Texas
$30K -$13.6K -164 -31%
CLOS
923
Compagnie Lombard Odier SCmA
Switzerland
$30K +$12K +145 +67%
DOA
924
D'Orazio & Associates
Virginia
$28K
RFA
925
Reilly Financial Advisors
California
$27K +$26.9K +324 New

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.