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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
MSFP
1126
Mark Sheptoff Financial Planning
Connecticut
$82K
RP
1127
Rice Partnership
Hawaii
$82K +$79.8K +879 New
AIM
1128
Advantage Investment Management
Iowa
$79K -$91 -1 -0.1%
EFSCE
1129
Enterprise Financial Services Corp (EFSC)
Missouri
$79K +$13.6K +150 +22%
POIA
1130
Pin Oak Investment Advisors
Texas
$76K
ARMC
1131
American Research & Management Company
Massachusetts
$75K
AIM
1132
Arcadia Investment Management
Michigan
$75K
JCM
1133
Jacobi Capital Management
Pennsylvania
$75K +$363 +4 +0.5%
CIA
1134
Cascade Investment Advisors
Oregon
$74.5K
LWM
1135
Lenox Wealth Management
Ohio
$72K +$24.8K +273 +54%
KC
1136
Knuff & Co
California
$71K +$69.4K +765 New
BWM
1137
BerganKDV Wealth Management
Minnesota
$70K -$36K -397 -35%
GSWM
1138
Golden State Wealth Management
California
$70K +$2.72K +30 +4%
HR
1139
Howe & Rusling
New York
$69K -$39.9K -440 -37%
WC
1140
Westwind Capital
New Mexico
$66K
VCM
1141
Versant Capital Management
Arizona
$64K
TCM
1142
TD Capital Management
Tennessee
$63K +$57.1K +629 +1,398%
CCM
1143
Cribstone Capital Management
Maine
$56K -$1.82K -20 -3%
FMB
1144
Field & Main Bank
Kentucky
$56K
JFA
1145
JNBA Financial Advisors
Minnesota
$55K
VRM
1146
Vectors Research Management
New York
$55K
PG
1147
Proffitt & Goodson
Tennessee
$55K +$50K +551 +1,531%
ACA
1148
Atlas Capital Advisors
Wyoming
$54.5K +$19.1K +210 +56%
ATC
1149
Adirondack Trust Company
New York
$53K -$22K -242 -30%
ACA
1150
Aptus Capital Advisors
Alabama
$52K +$51.4K +566 New

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.