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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
HDIM
1026
Hanson & Doremus Investment Management
Vermont
$181K -$42.2K -511 -20%
CHP
1027
Cable Hill Partners
Oregon
$179K – – –
GCM
1028
Garland Capital Management
Washington
$174K – – –
FC
1029
Ferris Capital
Massachusetts
$172K – – –
IFAM
1030
Institutional & Family Asset Management
Colorado
$171K -$1.4K -17 -0.9%
AIM
1031
Anchor Investment Management
South Carolina
$169K -$22.9K -277 -12%
CI
1032
CX Institutional
Indiana
$167K +$114K +1,381 +257%
CTC
1033
Central Trust Company
Missouri
$163K +$39.4K +477 +34%
BCP
1034
Blue Chip Partners
Michigan
$162K – – –
First Manhattan
1035
First Manhattan
New York
$156K -$16.5K -200 -10%
MA
1036
MCF Advisors
Kentucky
$156K – – –
HFM
1037
Harvest Fund Management
China
$155K +$147K +1,780 New
AWM
1038
AllSquare Wealth Management
New York
$153K – – –
JCM
1039
Julex Capital Management
Massachusetts
$152K +$67.5K +817 +88%
RIA
1040
Realta Investment Advisors
Delaware
$149K +$142K +1,715 New
FCMT
1041
Founders Capital Management (Texas)
Texas
$146K -$5.78K -70 -4%
SFSG
1042
Stearns Financial Services Group
North Carolina
$137K – – –
MFC
1043
Miramar Fiduciary Corp
Nevada
$131K – – –
AF
1044
Allworth Financial
California
$130K +$4.46K +54 +4%
CB
1045
CNB Bank
Pennsylvania
$128K -$2.15K -26 -2%
CB
1046
Community Bank
New York
$128K – – –
LHC
1047
Little House Capital
Massachusetts
$128K +$121K +1,470 New
FMTCOCP
1048
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$122K +$73.6K +891 +173%
NSIM
1049
North Star Investment Management
Illinois
$120K +$10.3K +125 +10%
BWP
1050
Baldwin Wealth Partners
Massachusetts
$118K -$61.9K -749 -36%
40 41
42
43 44

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.