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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
HR
1076
Howe & Rusling
New York
$65K +$24.8K +300 +67%
BWM
1077
BerganKDV Wealth Management
Minnesota
$64K +$4.13K +50 +7%
OWD
1078
Osborn Williams & Donohoe
Ohio
$64K +$60.2K +729 New
GT
1079
Glenmede Trust
Pennsylvania
$63.1K +$1.86M +22,466 +3%
RE
1080
RBC Europe
United Kingdom
$62.6K – – –
AP
1081
Advisors Preferred
Maryland
$62K +$58.5K +708 New
CFS
1082
Ceros Financial Services
Maryland
$62K +$58.5K +708 New
GSWM
1083
Golden State Wealth Management
California
$62K +$59.1K +716 New
WC
1084
Westwind Capital
New Mexico
$61K – – –
JWM
1085
Janiczek Wealth Management
Colorado
$60K -$10.2M -123,066 -99%
SIAP
1086
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K – – –
CCM
1087
Cribstone Capital Management
Maine
$54K – – –
MAM
1088
Meeder Asset Management
Ohio
$53K – – –
GWMIA
1089
Global Wealth Management Investment Advisory
Florida
$52K +$16.5K +200 +50%
FMB
1090
Field & Main Bank
Kentucky
$52K +$49.6K +600 New
VRM
1091
Vectors Research Management
New York
$51K – – –
JFA
1092
JNBA Financial Advisors
Minnesota
$51K +$6.44K +78 +15%
FWM
1093
Focused Wealth Management
New York
$50K – – –
CMBA
1094
C.M. Bidwell & Associates
Hawaii
$45K – – –
AIM
1095
Axiom Investment Management
New York
$45K +$43.4K +525 New
LWM
1096
Lenox Wealth Management
Ohio
$44K -$21.1K -256 -34%
RFM
1097
Royal Fund Management
Florida
$43K -$165 -2 -0.4%
GCM
1098
Gables Capital Management
Florida
$43K – – –
ST
1099
Somerset Trust
Pennsylvania
$42K -$21.4K -259 -35%
NPP
1100
New Potomac Partners
Maryland
$40K – – –
42 43
44
45 46

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.