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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
KCM
1051
Kendall Capital Management
Maryland
$224K
TP
1052
Tranquility Partners
Tennessee
$224K
SCA
1053
Spearhead Capital Advisors
Florida
$223K -$2.63K -29 -1%
CCT
1054
Country Club Trust
Missouri
$223K
ACM
1055
Ategra Capital Management
Virginia
$222K -$194K -2,133 -47%
DBRC
1056
D.B. Root & Company
Pennsylvania
$222K -$4.72K -52 -2%
IC
1057
Inverness Counsel
New York
$221K
ASC
1058
Atalanta Sosnoff Capital
New York
$219K
AC
1059
Alley Company
Illinois
$218K -$5.99K -66 -3%
JC
1060
Jentner Corp
Ohio
$218K +$213K +2,341 New
Fisher Asset Management
1061
Fisher Asset Management
Washington
$217K -$103K -1,138 -33%
SFA
1062
Sequoia Financial Advisors
Ohio
$214K +$209K +2,297 New
UA
1063
Unison Advisors
District of Columbia
$212K -$67K -738 -24%
LC
1064
LCNB Corp
Ohio
$212K -$13.2K -145 -6%
RGC
1065
Roberts, Glore & Co
Illinois
$212K -$11.3K -125 -5%
JFGIW
1066
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K +$136K +1,500 +193%
MWM
1067
Mascoma Wealth Management
New Hampshire
$211K -$52.7K -580 -20%
CWP
1068
Capital Wealth Planning
Florida
$211K +$202K +2,223 New
BW
1069
Bison Wealth
Georgia
$211K +$205K +2,262 New
GCA
1070
Greenwood Capital Associates
South Carolina
$210K +$204K +2,250 New
RC
1071
RegentAtlantic Capital
New Jersey
$210K +$204K +2,252 New
BCM
1072
BTR Capital Management
California
$210K +$205K +2,254 New
HFP
1073
Holistic Financial Partners
Indiana
$208K +$202K +2,225 New
VAS
1074
Vestmark Advisory Solutions
Massachusetts
$208K +$203K +2,234 New
CIC
1075
Cutler Investment Counsel
Oregon
$207K +$202K +2,222 New

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.