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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,024 hedge funds and large institutions have $17.9B invested in Vanguard Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 379 increasing their positions, 450 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+9
Holders Change %
+0.89%
% of All Funds
23.48%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.5%
New
76
Increased
379
Reduced
450
Closed
58
Calls
$121M
Puts
$669M
Net Calls
-$548M
Net Calls Change
-$262M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$406M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$104M
3
TI
3
Truepoint Inc
Ohio
$95.8M
4
SLF
4
Sun Life Financial
Ontario, Canada
$85.2M
5
Creative Planning
5
Creative Planning
Kansas
$452M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.13B
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$199M
3
BlackRock
3
BlackRock
New York
$96.4M
4
Bank of America
4
Bank of America
North Carolina
$1.16B
5
Deutsche Bank
5
Deutsche Bank
Germany
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
926
Lee Financial
Texas
$72K -$120K -1,479 -63%
PWAG
927
Polaris Wealth Advisory Group
California
$72K -$13.8K -182 -16%
Rockefeller Capital Management
928
Rockefeller Capital Management
New York
$72K – – –
MSFP
929
Mark Sheptoff Financial Planning
Connecticut
$71K – – –
DOA
930
D'Orazio & Associates
Virginia
$71K +$573 +7 +0.8%
ACS
931
Archford Capital Strategies
Illinois
$69K – – –
FFW
932
Fusion Family Wealth
New York
$68K – – –
PW
933
Price Wealth
Texas
$68K +$1.31K +16 +2%
POIA
934
Pin Oak Investment Advisors
Texas
$67K -$10.8K -132 -14%
CWA
935
Clarus Wealth Advisors
Arizona
$67K +$67K +890 New
AIM
936
Arcadia Investment Management
Michigan
$66K -$26.6K -325 -29%
HIIFS
937
Harel Insurance Investments & Financial Services
Israel
$66K -$25.3K -310 -28%
CFA
938
Camarda Financial Advisors
Florida
$66K – – –
ATC
939
Adirondack Trust Company
New York
$66K +$10.4K +127 +19%
CFD
940
Creative Financial Designs
Indiana
$65K -$87K -1,070 -57%
CBT
941
Capital Bank & Trust
California
$65K – – –
AC
942
Avestar Capital
New York
$61K -$2.42K -30 -4%
ST
943
Somerset Trust
Pennsylvania
$61K – – –
BWP
944
Baldwin Wealth Partners
Massachusetts
$59K – – –
RE
945
RBC Europe
United Kingdom
$58.6K – – –
WC
946
Westwind Capital
New Mexico
$58K – – –
VIA
947
Vantage Investment Advisors
Pennsylvania
$56K +$164 +2 +0.3%
BWM
948
BerganKDV Wealth Management
Minnesota
$56K +$56K +686 New
MIM
949
Macroview Investment Management
Maryland
$55K – – –
FWM
950
Focused Wealth Management
New York
$54K -$11.2K -138 -17%
36 37
38
39 40