We are live on ! Find out more
VNQ icon

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
HCA
976
Horan Capital Advisors
Ohio
$301K
MFWM
977
Motley Fool Wealth Management
Virginia
$300K -$16.6K -183 -5%
AIP
978
Ahrens Investment Partners
Louisiana
$298K +$50.1K +552 +21%
GLLW
979
Graves Light Lenhart Wealth
Virginia
$297K +$286K +3,153 New
UFF
980
USA Financial Formulas
Michigan
$296K -$105K -1,154 -27%
IWP
981
Icon Wealth Partners
Texas
$296K
WCWM
982
Wooster Corthell Wealth Management
Connecticut
$296K
TIM
983
Tortoise Investment Management
New York
$294K -$26.7K -294 -9%
ATFA
984
All Terrain Financial Advisors
Minnesota
$293K -$7.81K -86 -3%
AIA
985
Avalon Investment & Advisory
Texas
$293K +$285K +3,144 New
BBHC
986
Brown Brothers Harriman & Co
New York
$290K +$263K +2,900 New
CFS
987
Cannon Financial Strategists
Georgia
$289K -$864K -9,514 -75%
SFM
988
Signet Financial Management
New Jersey
$289K -$31.4K -346 -10%
MI
989
Moneywise Inc
Virginia
$289K -$1.27K -14 -0.4%
GA
990
Geller Advisors
New York
$288K +$280K +3,085 New
BHTS
991
Bar Harbor Trust Services
Maine
$287K -$726 -8 -0.3%
FPTW
992
Franklin, Parlapiano, Turner & Welch
Texas
$286K
DJSG
993
D.J. St. Germain
Massachusetts
$285K
Zurich Cantonal Bank
994
Zurich Cantonal Bank
Switzerland
$285K
PFSC
995
Peoples Financial Services Corp
Pennsylvania
$284K -$9.08K -100 -3%
OC
996
Oakworth Capital
Alabama
$284K
MTC
997
McDaniel Terry & Co
Texas
$283K +$275K +3,032 New
SNBOSD
998
Security National Bank of So Dak
Iowa
$282K +$7.26K +80 +3%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$282K +$28.1K +309 +11%
WCM
1000
Washington Capital Management
Washington
$281K

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.