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Vanguard Real Estate ETF
VNQ

1,189 hedge funds and large institutions have $20.1B invested in Vanguard Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 506 increasing their positions, 434 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

17% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 434

2.4% more ownership

Funds ownership: 57.6% → 60.01% (+2.4%)

1% more funds holding

Funds holding: 1,174 → 1,189 (+15)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$526M)

4% less funds holding in top 10

Funds holding in top 10: 136 → 130 (-6)

63% less call options, than puts

Call options by funds: $179M | Put options by funds: $487M

Holders
1,189
Holders Change
+15
Holders Change %
+1.28%
% of All Funds
25.83%
Holding in Top 10
130
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.41%
% of All Funds
2.82%
New
89
Increased
506
Reduced
434
Closed
60
Calls
$179M
Puts
$487M
Net Calls
-$308M
Net Calls Change
-$72.4M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$220M
2
Citigroup
Citigroup
New York
+$141M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
State Street
State Street
Massachusetts
+$87.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$79.6M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$122M
2
CSIA
Charles Schwab Investment Advisory
California
-$116M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$81.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$61.3M
5
Wells Fargo
Wells Fargo
California
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1101
Westwind Capital
New Mexico
$62K – – –
JCM
1102
Julex Capital Management
Massachusetts
$61K -$90.7K -1,036 -59%
HCM
1103
HMS Capital Management
Tennessee
$61K +$61.3K +700 New
VCM
1104
Versant Capital Management
Arizona
$60K -$434K -4,954 -88%
EFSCE
1105
Enterprise Financial Services Corp (EFSC)
Missouri
$60K -$8.75K -100 -13%
SIAP
1106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K – – –
CCM
1107
Cribstone Capital Management
Maine
$55K – – –
MAM
1108
Meeder Asset Management
Ohio
$54K – – –
FMB
1109
Field & Main Bank
Kentucky
$52K – – –
MF
1110
Manchester Financial
California
$52K +$52.3K +597 New
JFA
1111
JNBA Financial Advisors
Minnesota
$51K – – –
VRM
1112
Vectors Research Management
New York
$51K – – –
AIM
1113
Axiom Investment Management
New York
$46K – – –
CMBA
1114
C.M. Bidwell & Associates
Hawaii
$45K – – –
BFO
1115
Biltmore Family Office
North Carolina
$45K +$44.6K +510 New
LWM
1116
Lenox Wealth Management
Ohio
$44K – – –
RFA
1117
Reilly Financial Advisors
California
$44K +$5.08K +58 +13%
GCM
1118
Gables Capital Management
Florida
$43K – – –
MWC
1119
MKD Wealth Coaches
Michigan
$43K +$43.2K +494 New
NPP
1120
New Potomac Partners
Maryland
$40K – – –
CBT
1121
Capital Bank & Trust
California
$39K – – –
CFN
1122
Cordasco Financial Network
Florida
$36K – – –
PCIA
1123
Prime Capital Investment Advisors
Kansas
$35K -$5.51K -63 -14%
SIM
1124
Sonora Investment Management
Arizona
$35K +$30K +343 +544%
BWL
1125
Bogart Wealth LLC
Virginia
$33K – – –
43 44
45
46 47

VNQ Hedge Fund Activity: Q2 2019 in Review

1,189 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2019, worth a combined $20.1B — up 2.7% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VNQ positions and 60 closed out — a net gain of 29 holders — while 506 added to existing stakes and 434 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was Barclays, cutting an estimated $122M.

  • 1,189 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2019, up from 1,174 in Q1 2019.
  • Funds reported $20.1B of Vanguard Real Estate ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 89 funds opened new Vanguard Real Estate ETF positions in Q2 2019 and 60 closed out, a net change of +29 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $220M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2019 was Barclays, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2019.