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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
KWA
1076
KCS Wealth Advisory
California
$205K +$200K +2,200 New
BA
1077
Boston Advisors
Massachusetts
$204K -$680K -7,486 -77%
RIA
1078
Realta Investment Advisors
Delaware
$204K +$30.4K +335 +18%
FBB
1079
Fulton Breakefield Broenniman
Maryland
$204K +$199K +2,189 New
BIA
1080
Bigelow Investment Advisors
Maine
$202K +$197K +2,168 New
FMII
1081
Farmers & Merchants Investments Inc
Nebraska
$190K
NIC
1082
Northwest Investment Counselors
Oregon
$178K +$173K +1,906 New
HDIM
1083
Hanson & Doremus Investment Management
Vermont
$177K +$2.18K +24 +1%
RCA
1084
Ranch Capital Advisors
Florida
$173K +$169K +1,857 New
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K
GCM
1086
Garland Capital Management
Washington
$167K -$13.6K -150 -8%
BRC
1087
Bell Rock Capital
Delaware
$166K -$1.63K -18 -1%
AWM
1088
AllSquare Wealth Management
New York
$165K +$2.63K +29 +2%
NSIM
1089
North Star Investment Management
Illinois
$165K +$160K +1,768 New
CBT
1090
Capital Bank & Trust
California
$163K +$118K +1,300 +291%
BC
1091
Bartlett & Co
Ohio
$162K +$43.9K +484 +39%
BCWM
1092
Bartlett & Co Wealth Management
Ohio
$162K +$43.9K +484 +39%
BCP
1093
Blue Chip Partners
Michigan
$160K +$1.45K +16 +0.9%
SBL
1094
Sargent Bickham Lagudis
Colorado
$158K +$5.17K +57 +3%
First Manhattan
1095
First Manhattan
New York
$158K +$8.26K +91 +6%
BWM
1096
Baystate Wealth Management
Massachusetts
$158K +$151K +1,664 +6,656%
FCMT
1097
Founders Capital Management (Texas)
Texas
$157K
CC
1098
Cassaday & Co
Virginia
$155K -$164K -1,807 -52%
JCM
1099
Julex Capital Management
Massachusetts
$152K +$83.3K +918 +130%
SFSG
1100
Stearns Financial Services Group
North Carolina
$150K -$9.89K -109 -6%

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.