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Vanguard Real Estate ETF

1,036 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 410 increasing their positions, 407 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.17B)

2.32% more ownership

Funds ownership: 58.17%60.49% (+2.3%)

1% more funds holding

Funds holding: 1,0261,036 (+10)

1% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 407

3% less funds holding in top 10

Funds holding in top 10: 109106 (-3)

93% less call options, than puts

Call options by funds: $65.4M | Put options by funds: $913M

Holders
1,036
Holders Change
+10
Holders Change %
+0.97%
% of All Funds
23.68%
Holding in Top 10
106
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.75%
% of All Funds
2.42%
New
82
Increased
410
Reduced
407
Closed
64
Calls
$65.4M
Puts
$913M
Net Calls
-$848M
Net Calls Change
-$300M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1101
Lenox Wealth Management
Ohio
+$823 +10 New

VNQ Hedge Fund Activity: Q3 2018 in Review

1,036 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2018, worth a combined $19.1B — up 6.5% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VNQ positions and 64 closed out — a net gain of 18 holders — while 410 added to existing stakes and 407 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $490M. The largest seller was Wells Fargo, cutting an estimated $299M.

  • 1,036 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2018, up from 1,026 in Q2 2018.
  • Funds reported $19.1B of Vanguard Real Estate ETF stock for Q3 2018, up 6.5% quarter-over-quarter.
  • 82 funds opened new Vanguard Real Estate ETF positions in Q3 2018 and 64 closed out, a net change of +18 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $490M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2018 was Wells Fargo, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2018.