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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
GBBWRPM
1026
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$257K +$182 +2 +0.1%
SG
1027
StoneX Group
New York
$252K -$26.4K -291 -10%
VHAM
1028
Van Hulzen Asset Management
California
$251K +$31K +341 +14%
AGM
1029
Alpine Global Management
New York
$251K +$244K +2,691 New
SFWA
1030
Summit Financial Wealth Advisors
Louisiana
$250K -$1.09K -12 -0.4%
SC
1031
Stratford Consulting
Texas
$248K +$2.27K +25 +0.9%
APG
1032
Abacus Planning Group
South Carolina
$246K +$454 +5 +0.2%
SCM
1033
Stellar Capital Management
Arizona
$244K -$2.27K -25 -0.9%
PP
1034
PagnatoKarp Partners
Virginia
$243K -$746K -8,222 -76%
VAG
1035
VisionPoint Advisory Group
Texas
$241K +$454 +5 +0.2%
OIWM
1036
OptiFour Integrated Wealth Management
Virginia
$239K -$75.3K -830 -24%
KTM
1037
Keeler Thomas Management
Utah
$237K +$232K +2,551 New
CHA
1038
Cooper/Haims Advisors
New York
$236K -$908 -10 -0.4%
UF
1039
Univest Financial
Pennsylvania
$236K +$726 +8 +0.3%
QCMC
1040
Quantum Capital Management (California)
California
$235K -$999 -11 -0.4%
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$235K +$908 +10 +0.4%
RI
1042
Ridgewood Investments
New Jersey
$235K +$21.6K +238 +10%
MAM
1043
Marquette Asset Management
Minnesota
$233K
MA
1044
MONECO Advisors
Connecticut
$232K -$14.3K -158 -6%
SMFS
1045
Squar Milner Financial Services
California
$229K -$72.1K -794 -22%
VNA
1046
Valley National Advisers
Pennsylvania
$229K +$207K +2,282 +1,350%
ML
1047
McAdam LLC
Pennsylvania
$228K +$222K +2,448 New
TWM
1048
Torch Wealth Management
Ohio
$226K -$1.82K -20 -0.8%
TFA
1049
Transamerica Financial Advisors
Florida
$225K -$5.96M -65,658 -96%
ATPW
1050
Ashton Thomas Private Wealth
Arizona
$225K -$23.4K -258 -10%

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.