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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
WIA
951
Wealthstreet Investment Advisors
Texas
$332K
EWA
952
Exencial Wealth Advisors
Oklahoma
$331K +$99.9K +1,101 +45%
HCA
953
Harbour Capital Advisors
Virginia
$326K
TFGT
954
TS Financial Group (TSFG)
Illinois
$322K +$35K +386 +13%
EP
955
Edgestream Partners
New Jersey
$322K +$314K +3,456 New
AIM
956
Anchor Investment Management
South Carolina
$321K +$62.9K +693 +25%
CFA
957
Carroll Financial Associates
North Carolina
$321K -$30.8K -339 -9%
WCG
958
Weaver Consulting Group
California
$321K
ACP
959
Aveo Capital Partners
Colorado
$320K -$15.7K -173 -5%
NQWM
960
Northwest Quadrant Wealth Management
Oregon
$318K -$25K -275 -8%
PR
961
Payden & Rygel
California
$317K +$45.4K +500 +17%
CPA
962
Court Place Advisors
Maryland
$316K
ZIM
963
Zacks Investment Management
Illinois
$312K +$42.8K +471 +16%
NSAM
964
North Star Asset Management
Wisconsin
$311K
UWM
965
USAdvisors Wealth Management
Minnesota
$309K
IA
966
IndexIQ Advisors
New York
$309K +$301K +3,312 New
Lido Advisors
967
Lido Advisors
California
$308K -$31K -342 -9%
QAM
968
QCI Asset Management
New York
$308K -$1.36K -15 -0.5%
OWP
969
Obermeyer Wealth Partners
Colorado
$308K
TC
970
TownSquare Capital
Utah
$307K -$33.4K -368 -10%
WSTAM
971
Wilbanks Smith & Thomas Asset Management
Virginia
$307K -$29.1K -320 -9%
BEI
972
Benjamin Edwards Inc
Missouri
$307K +$25K +275 +9%
ACM
973
Advisors Capital Management
New Jersey
$305K +$1.54K +17 +0.5%
CM
974
Capital Management
Virginia
$304K +$4.99K +55 +2%
UAS
975
United Asset Strategies
New York
$302K -$5.9K -65 -2%

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.