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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
PCIA
1101
Prime Capital Investment Advisors
Kansas
$40K +$13.5K +163 +55%
BAM
1102
Barrett Asset Management
New York
$39K – – –
RFA
1103
Reilly Financial Advisors
California
$39K – – –
CBT
1104
Capital Bank & Trust
California
$39K +$10.7K +129 +41%
IP
1105
Intellectus Partners
California
$39K +$37.2K +450 New
AOWM
1106
Alpha Omega Wealth Management
Virginia
$38K -$32.1K -388 -43%
SQA
1107
Simon Quick Advisors
New Jersey
$37K +$34.9K +422 New
CFN
1108
Cordasco Financial Network
Florida
$36K – – –
BWL
1109
Bogart Wealth LLC
Virginia
$33K – – –
SAM
1110
Shamrock Asset Management
Texas
$32K – – –
AIA
1111
Armor Investment Advisors
North Carolina
$31K +$29.4K +356 New
WC
1112
Whitnell & Co
Illinois
$28K – – –
IRC
1113
Investors Research Corp
Georgia
$28K +$26.5K +321 New
BC
1114
Barnett & Company
Tennessee
$27K – – –
SHJ
1115
Sharkey, Howes & Javer
Colorado
$26K -$260K -3,142 -91%
WEC
1116
Winslow Evans & Crocker
Massachusetts
$26K -$74.2K -898 -75%
MSA
1117
Marino Stram & Associates
Massachusetts
$26K +$1.82K +22 +8%
LF
1118
Lee Financial
Texas
$26K +$24.4K +295 New
GI
1119
Gradient Investments
Minnesota
$25K -$165 -2 -0.7%
CFD
1120
Creative Financial Designs
Indiana
$25K +$18.4K +223 +354%
APC
1121
Aspire Private Capital
North Carolina
$24K +$3.06K +37 +16%
KFS
1122
Kelly Financial Services
Massachusetts
$23.9K +$22.7K +275 New
SFG
1123
SevenBridge Financial Group
Pennsylvania
$23K – – –
SHIM
1124
Stone House Investment Management
Pennsylvania
$23K +$21.7K +263 New
WAS
1125
Winch Advisory Services
Wisconsin
$22K -$3.3K -40 -14%
43 44
45
46 47

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.