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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
KTC
926
Kistler-Tiffany Companies
Pennsylvania
$365K -$5.72K -63 -2%
RWMH
927
Riverpoint Wealth Management Holdings
Illinois
$363K +$4.63K +51 +1%
KPW
928
Kore Private Wealth
New York
$363K +$14.4K +159 +4%
GLA
929
Good Life Advisors
Pennsylvania
$363K +$33.2K +366 +10%
BIA
930
Barry Investment Advisors
Massachusetts
$362K +$2.27K +25 +0.6%
CTC
931
Central Trust Company
Missouri
$359K +$20.4K +225 +6%
BF
932
Blankinship & Foster
California
$356K -$87.1K -960 -20%
CIA
933
Choate Investment Advisors
Massachusetts
$356K +$26.7K +294 +8%
Jones Financial Companies
934
Jones Financial Companies
Missouri
$355K +$79K +870 +30%
NWA
935
New World Advisors
Massachusetts
$354K +$45.5K +501 +15%
AWS
936
AJ Wealth Strategies
New York
$352K +$343K +3,778 New
LRIA
937
Leonard Rickey Investment Advisors
Washington
$351K +$36K +397 +12%
RWP
938
RWA Wealth Partners
Massachusetts
$349K +$340K +3,743 New
SCM
939
Southport Capital Management
Tennessee
$348K +$2.9K +32 +0.9%
CI
940
CX Institutional
Indiana
$346K +$10.8K +119 +3%
DI
941
DFPG Investments
Utah
$345K -$9.71K -107 -3%
CCFCSB
942
Cape Cod Five Cents Savings Bank
Massachusetts
$345K -$6.9K -76 -2%
PBT
943
Pictet Bank & Trust
Bahamas
$345K +$336K +3,700 New
RIG
944
Roosevelt Investment Group
New York
$344K -$319K -3,510 -49%
SMC
945
Smith, Moore & Co
Missouri
$343K +$12.6K +139 +4%
BWA
946
BDO Wealth Advisors
Florida
$342K -$9.08K -100 -3%
SBIA
947
Sheaff Brock Investment Advisors
Indiana
$340K +$331K +3,651 New
JIP
948
Jaffetilchin Investment Partners
Florida
$338K +$93.7K +1,032 +40%
FIB
949
First Interstate Bank
Montana
$337K
TFO
950
Tarbox Family Office
California
$335K +$3.45K +38 +1%

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.