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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1101
Baystate Wealth Management
Massachusetts
$111K +$455 +6 +0.4%
HBT
1102
Hills Bank & Trust
Iowa
$111K +$107K +1,408 New
MAWCM
1103
Mine & Arao Wealth Creation & Management
California
$109K
TAM
1104
Townsend Asset Management
North Carolina
$105K -$11.1K -147 -10%
ACA
1105
Aptus Capital Advisors
Alabama
$104K
BAM
1106
Bellevue Asset Management
Washington
$103K
FMII
1107
Farmers & Merchants Investments Inc
Nebraska
$103K +$2.05K +27 +2%
DOA
1108
D'Orazio & Associates
Virginia
$103K +$11.6K +153 +13%
NPP
1109
New Potomac Partners
Maryland
$102K +$66.4K +876 +208%
HB
1110
Horizon Bancorp
Indiana
$100K
MIM
1111
Macroview Investment Management
Maryland
$100K +$986 +13 +1%
KPCM
1112
Kings Point Capital Management
New York
$96K
HWA
1113
HHM Wealth Advisors
Tennessee
$95K
KOCAA
1114
Knights of Columbus Asset Advisors
Connecticut
$90K -$3.94K -52 -4%
AWM
1115
Apollon Wealth Management
South Carolina
$89K +$85.7K +1,130 New
LWM
1116
Liberty Wealth Management
California
$87K -$10.7K -141 -11%
CL
1117
Cabana LLC
Arkansas
$82K +$78.9K +1,041 New
HFS
1118
HBC Financial Services
Washington
$77K -$531 -7 -0.7%
SWM
1119
Selective Wealth Management
Virginia
$76K
SFG
1120
Sowa Financial Group
Rhode Island
$75K -$3.79K -50 -5%
QCMC
1121
Quantum Capital Management (California)
California
$73K
CWM
1122
Campbell Wealth Management
Virginia
$73K +$70.1K +925 New
JCM
1123
Jacobi Capital Management
Pennsylvania
$71K -$59K -778 -46%
FA
1124
Faithward Advisors
Pennsylvania
$70K
MSFP
1125
Mark Sheptoff Financial Planning
Connecticut
$69K

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.