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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
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$280K -$21.4K -236 -7%
LC
1002
Lincoln Capital
Nebraska
$280K
PFA
1003
Pinnacle Family Advisors
Missouri
$280K +$15.1K +166 +6%
GWM
1004
Greenwich Wealth Management
Connecticut
$279K -$14.5K -160 -4%
FTC
1005
Farmers Trust Company
Ohio
$276K -$3.5M -38,542 -93%
BWFA
1006
Baltimore-Washington Financial Advisors
Maryland
$275K +$1.82K +20 +0.7%
SC
1007
Slow Capital
California
$275K +$26.3K +290 +11%
PCM
1008
Poehling Capital Management
Wisconsin
$274K +$4.54K +50 +2%
SCP
1009
Silverleafe Capital Partners
Tennessee
$273K +$454 +5 +0.2%
AFM
1010
Andesa Financial Management
Pennsylvania
$272K
CCB
1011
Cutter & Co Brokerage
Missouri
$272K +$817 +9 +0.3%
TL
1012
TrueWealth LLC
Georgia
$272K +$22.8K +251 +9%
SDAM
1013
Shulman DeMeo Asset Management
New York
$271K
TVWM
1014
Tower View Wealth Management
Wisconsin
$270K -$4.72K -52 -2%
ACM
1015
AUA Capital Management
Pennsylvania
$269K
WCM
1016
WealthBridge Capital Management
Ohio
$267K
WT
1017
Whittier Trust
California
$267K +$51.2K +564 +25%
SWM
1018
Segment Wealth Management
Texas
$266K -$23.9K -263 -8%
MCIA
1019
Mountain Capital Investment Advisors
Colorado
$264K +$3.72K +41 +1%
CC
1020
Courier Capital
New York
$263K +$1.82K +20 +0.7%
GP
1021
Greenline Partners
New York
$261K +$454 +5 +0.2%
VFA
1022
Valeo Financial Advisors
Indiana
$259K +$3.81K +42 +2%
AIC
1023
Archer Investment Corporation
Indiana
$259K +$9.8K +108 +4%
S
1024
SignatureFD
Georgia
$259K +$59.9K +660 +31%
PCIG
1025
Partners Capital Investment Group
Massachusetts
$258K +$4.27K +47 +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.