We are live on ! Find out more
VNQ icon

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
BWA
1126
Burt Wealth Advisors
Maryland
$21K +$20.1K +243 New
EDRH
1127
Edmond de Rothschild Holding
Switzerland
$20K – – –
CFB
1128
Cullen/Frost Bankers
Texas
$20K +$18.6K +225 New
AIA
1129
Alera Investment Advisors
Illinois
$18K – – –
FRA
1130
Front Row Advisors
California
$18K – – –
PK
1131
Pflug Koory
Nebraska
$18K – – –
QCIG
1132
Quad-Cities Investment Group
Iowa
$17K +$16.5K +200 +5,000%
HCM
1133
Hilton Capital Management
New York
$16K -$1.24M -15,030 Closed
PFGIA
1134
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$1.57K -19 -9%
THWM
1135
Taylor Hoffman Wealth Management
Virginia
$15K – – –
VNA
1136
Valley National Advisers
Pennsylvania
$15K – – –
NL
1137
NVWM LLC
Pennsylvania
$14K -$5.12K -62 -29%
AP
1138
Atwood & Palmer
Missouri
$13K +$4.46K +54 +54%
RFWA
1139
RPg Family Wealth Advisory
Massachusetts
$12.7K +$12.1K +146 New
CICI
1140
Capital Investment Counsel Inc
North Carolina
$11K +$10.7K +130 New
FFW
1141
Fusion Family Wealth
New York
$10K – – –
SA
1142
SRH Advisors
Kansas
$10K – – –
TA
1143
TCG Advisors
Texas
$10K +$9.83K +119 New
CF
1144
Centaurus Financial
California
$9.87K +$13.9K +168 +24%
SIAS
1145
Shine Investment Advisory Services
Colorado
$8K -$3.8K -46 -33%
NC
1146
NewSquare Capital
Pennsylvania
$8K – – –
SIS
1147
Sound Income Strategies
Florida
$7K -$3.63K -44 -34%
HCM
1148
Highlander Capital Management
New Jersey
$7K – – –
IF
1149
Ironwood Financial
Arizona
$7K – – –
TC
1150
Trust Company
Kansas
$6K – – –
44 45
46
47 48

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.