We are live on ! Find out more
VNQ icon

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
PWP
901
Personal Wealth Partners
Minnesota
$391K
BCP
902
Berkeley Capital Partners
Georgia
$390K -$23.2K -256 -6%
RMDI
903
R.M. Davis Inc
Maine
$390K +$9.08K +100 +2%
OCM
904
Orleans Capital Management
Louisiana
$386K
ACI
905
Alpha Cubed Investments
California
$386K +$15.8K +174 +4%
BB
906
Bell Bank
North Dakota
$386K +$155K +1,704 +70%
CHA
907
Carmichael Hill & Associates
Maryland
$383K -$32.2K -355 -8%
MMHP
908
Murphy Middleton Hinkle & Parker
Georgia
$383K +$1.09K +12 +0.3%
M
909
MOTCO
Texas
$382K -$3.54K -39 -0.9%
RPGK
910
Retirement Planning Group (Kansas)
Kansas
$382K -$3.18K -35 -0.8%
IWA
911
Inspirion Wealth Advisors
Illinois
$381K -$3.27K -36 -0.9%
IAM
912
Integre Asset Management
New York
$378K
JHCP
913
Jackson Hole Capital Partners
Oklahoma
$377K +$272 +3 +0.1%
CT
914
Cambridge Trust
Massachusetts
$377K +$367K +4,045 New
IIC
915
Ironwood Investment Counsel
Arizona
$376K -$7.54K -83 -2%
MFW
916
Meristem Family Wealth
Minnesota
$376K
CAN
917
Claraphi Advisory Network
United States
$373K -$370K -4,081 -51%
MIM
918
Moseley Investment Management
Florida
$373K -$91 -1 -0%
FCA
919
FinTrust Capital Advisors
South Carolina
$373K +$454 +5 +0.1%
SS
920
Sunbelt Securities
Texas
$373K +$363K +4,003 New
WA
921
Wealth Architects
California
$372K -$1.09K -12 -0.3%
WA
922
WP Advisors
California
$369K +$64.1K +706 +22%
QPWM
923
Quadrant Private Wealth Management
Pennsylvania
$368K -$13.2K -145 -4%
MC
924
Moors & Cabot
Massachusetts
$367K +$11.4K +126 +3%
SFWC
925
Strategic Family Wealth Counselors
New Jersey
$366K

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.