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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
AF
1101
Allworth Financial
California
$147K +$10.7K +118 +8%
PMFA
1102
Plante Moran Financial Advisors
Michigan
$143K +$136K +1,500 +4,054%
CB
1103
CNB Bank
Pennsylvania
$139K -$908 -10 -0.7%
MA
1104
MCF Advisors
Kentucky
$133K
FMTCOCP
1105
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K
NL
1106
NVWM LLC
Pennsylvania
$131K
KPCM
1107
Kings Point Capital Management
New York
$129K +$126K +1,384 New
FWM
1108
Focused Wealth Management
New York
$124K -$8.62K -95 -7%
CB
1109
Community Bank
New York
$122K -$15.4K -170 -12%
LWM
1110
Liberty Wealth Management
California
$117K -$59.6K -657 -34%
AIM
1111
Astor Investment Management
Illinois
$112K -$209K -2,300 -66%
DAC
1112
Dividend Assets Capital
South Carolina
$111K
RE
1113
RBC Europe
United Kingdom
$109K
DOA
1114
D'Orazio & Associates
Virginia
$107K -$363 -4 -0.3%
PCIA
1115
Prime Capital Investment Advisors
Kansas
$102K +$63.2K +696 +176%
IFAM
1116
Institutional & Family Asset Management
Colorado
$97K +$454 +5 +0.5%
WCM
1117
Whitener Capital Management
North Carolina
$93K -$19.7K -217 -18%
BWP
1118
Baldwin Wealth Partners
Massachusetts
$92K -$11.4K -126 -11%
SMG
1119
Spectrum Management Group
Indiana
$91K
MAM
1120
Meeder Asset Management
Ohio
$90K +$31.8K +350 +57%
SWM
1121
Selective Wealth Management
Virginia
$90K +$87.5K +964 New
HIIFS
1122
Harel Insurance Investments & Financial Services
Israel
$88K -$681K -7,500 -89%
VCM
1123
Vigilant Capital Management
Maine
$86K +$10.8K +119 +15%
FEG
1124
Financial Enhancement Group
Indiana
$84K +$82K +903 New
GT
1125
Glenmede Trust
Pennsylvania
$83.7K +$8.08M +88,978 +11%

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.