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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
HIIFS
926
Harel Insurance Investments & Financial Services
Israel
$84K -$153K -2,000 -64%
AP
927
Atwood & Palmer
Missouri
$83K
TC
928
Trust Company
Kansas
$76K -$49.4K -646 -39%
CPA
929
Clear Perspective Advisors
Illinois
$76K +$19.7K +258 +34%
OBWP
930
O'Brien Wealth Partners
Massachusetts
$76K +$76.6K +1,001 New
SMG
931
Spectrum Management Group
Indiana
$74K -$72.7K -950 -49%
POIA
932
Pin Oak Investment Advisors
Texas
$72K -$661K -8,641 -90%
AWA
933
Acorn Wealth Advisors
Michigan
$72K
ACS
934
Archford Capital Strategies
Illinois
$70K +$64.7K +846 New
CHP
935
Cable Hill Partners
Oregon
$68K +$55.9K +731 +418%
GI
936
Gradient Investments
Minnesota
$68K +$60.1K +785 +695%
Rockefeller Capital Management
937
Rockefeller Capital Management
New York
$67K +$68.1K +890 New
MSFP
938
Mark Sheptoff Financial Planning
Connecticut
$66K
DOA
939
D'Orazio & Associates
Virginia
$65K +$4.59K +60 +8%
HFM
940
Hartford Financial Management
Connecticut
$63K -$823K -10,757 -93%
FFW
941
Fusion Family Wealth
New York
$63K -$26.8K -350 -30%
PW
942
Price Wealth
Texas
$62K -$7.65K -100 -11%
FMTCOCP
943
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61.5K
CFA
944
Camarda Financial Advisors
Florida
$61K
FWM
945
Focused Wealth Management
New York
$61K +$77 +1 +0.1%
CBT
946
Capital Bank & Trust
California
$60K -$210K -2,750 -77%
FMB
947
Field & Main Bank
Kentucky
$60K
AC
948
Avestar Capital
New York
$58K -$1.16M -15,175 -95%
WAM
949
Watermark Asset Management
California
$57K -$12.6K -164 -18%
HR
950
Howe & Rusling
New York
$57K

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.