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Vanguard Real Estate ETF
VNQ

1,174 hedge funds and large institutions have $19.6B invested in Vanguard Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 459 increasing their positions, 413 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 62

22% more capital invested

Capital invested by funds: $16B → $19.6B (+$3.52B)

11% more funds holding in top 10

Funds holding in top 10: 122 → 136 (+14)

11% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,118 → 1,174 (+56)

0% more ownership

Funds ownership: 57.6% → 57.6% (+0%)

58% less call options, than puts

Call options by funds: $171M | Put options by funds: $407M

Holders
1,174
Holders Change
+56
Holders Change %
+5.01%
% of All Funds
25.41%
Holding in Top 10
136
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.48%
% of All Funds
2.94%
New
139
Increased
459
Reduced
413
Closed
62
Calls
$171M
Puts
$407M
Net Calls
-$236M
Net Calls Change
+$1.03B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$300M
2
CSIA
Charles Schwab Investment Advisory
California
+$294M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$160M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$111M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$93.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$274M
2
UBS Group
UBS Group
Switzerland
-$258M
3
Nomura Holdings
Nomura Holdings
Japan
-$97.3M
4
Ameriprise
Ameriprise
Minnesota
-$83.9M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
976
Silverleafe Capital Partners
Tennessee
$241K +$229K +2,774 New
ATPW
977
Ashton Thomas Private Wealth
Arizona
$239K +$227K +2,751 New
DBRC
978
D.B. Root & Company
Pennsylvania
$239K -$121K -1,461 -35%
SFWA
979
Summit Financial Wealth Advisors
Louisiana
$237K -$248 -3 -0.1%
GBBWRPM
980
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$236K +$225K +2,719 New
PCIG
981
Partners Capital Investment Group
Massachusetts
$235K -$208K -2,521 -48%
VFA
982
Valeo Financial Advisors
Indiana
$234K -$99.8K -1,208 -31%
PR
983
Payden & Rygel
California
$234K – – –
SFA
984
Sequoia Financial Advisors
Ohio
$234K +$222K +2,687 New
UF
985
Univest Financial
Pennsylvania
$234K +$222K +2,692 New
AIC
986
Archer Investment Corporation
Indiana
$232K -$70.2K -850 -24%
TL
987
TrueWealth LLC
Georgia
$232K – – –
SCM
988
Stellar Capital Management
Arizona
$230K +$219K +2,645 New
MA
989
MONECO Advisors
Connecticut
$229K +$218K +2,637 New
MWM
990
Mascoma Wealth Management
New Hampshire
$228K -$10.7K -130 -5%
QCMC
991
Quantum Capital Management (California)
California
$227K -$11.5K -139 -5%
GC
992
Grimes & Company
Massachusetts
$227K +$216K +2,610 New
TCM
993
Traynor Capital Management
Pennsylvania
$226K +$215K +2,600 New
AWM
994
Altium Wealth Management
New York
$224K +$213K +2,574 New
TFO
995
Tarbox Family Office
California
$223K – – –
CHA
996
Cooper/Haims Advisors
New York
$222K -$125K -1,516 -37%
SG
997
StoneX Group
New York
$222K +$210K +2,542 New
JIP
998
Jaffetilchin Investment Partners
Florida
$222K +$211K +2,550 New
TC
999
TownSquare Capital
Utah
$219K – – –
PHS
1000
Pekin Hardy Strauss
Illinois
$219K +$208K +2,515 New
38 39
40
41 42

VNQ Hedge Fund Activity: Q1 2019 in Review

1,174 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2019, worth a combined $19.6B — up 22% from $16B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VNQ positions and 62 closed out — a net gain of 77 holders — while 459 added to existing stakes and 413 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $300M. The largest seller was Wells Fargo, cutting an estimated $274M.

  • 1,174 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2019, up from 1,118 in Q4 2018.
  • Funds reported $19.6B of Vanguard Real Estate ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 139 funds opened new Vanguard Real Estate ETF positions in Q1 2019 and 62 closed out, a net change of +77 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $300M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2019 was Wells Fargo, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2019.