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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
LFA
1051
Legacy Financial Advisors
Kentucky
$111K – – –
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$109K -$5.78K -70 -5%
BC
1053
Bartlett & Co
Ohio
$109K -$5.78K -70 -5%
LWM
1054
Liberty Wealth Management
California
$107K -$11.1M -134,644 -99%
WCM
1055
Whitener Capital Management
North Carolina
$106K +$2.48K +30 +3%
DOA
1056
D'Orazio & Associates
Virginia
$100K – – –
TFS
1057
TrustCore Financial Services
Tennessee
$98K +$92.7K +1,122 New
Rockefeller Capital Management
1058
Rockefeller Capital Management
New York
$87K +$13K +157 +18%
SMG
1059
Spectrum Management Group
Indiana
$85K – – –
LA
1060
Legacy Advisors
Pennsylvania
$83K +$78.8K +954 New
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$82K -$16.5K -200 -17%
CWA
1062
Clarus Wealth Advisors
Arizona
$78K – – –
MSFP
1063
Mark Sheptoff Financial Planning
Connecticut
$76K – – –
ACS
1064
Archford Capital Strategies
Illinois
$74K – – –
CMO
1065
Covenant Multifamily Offices
Texas
$74K +$70.1K +849 New
AIM
1066
Advantage Investment Management
Iowa
$73K -$22.6K -274 -24%
POIA
1067
Pin Oak Investment Advisors
Texas
$71K – – –
ATC
1068
Adirondack Trust Company
New York
$70K – – –
AIM
1069
Arcadia Investment Management
Michigan
$70K – – –
CFA
1070
Camarda Financial Advisors
Florida
$70K – – –
ARMC
1071
American Research & Management Company
Massachusetts
$70K +$66.8K +809 New
CIA
1072
Cascade Investment Advisors
Oregon
$69.4K – – –
JCM
1073
Jacobi Capital Management
Pennsylvania
$69K +$2.48K +30 +4%
EFSCE
1074
Enterprise Financial Services Corp (EFSC)
Missouri
$69K +$65.7K +795 New
RCG
1075
Ruggie Capital Group
Florida
$68K -$114K -1,376 -62%
41 42
43
44 45

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.