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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
GI
1151
Gradient Investments
Minnesota
$51K +$16.9K +186 +51%
BFO
1152
Biltmore Family Office
North Carolina
$48K
CMBA
1153
C.M. Bidwell & Associates
Hawaii
$48K
PFGIA
1154
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$30K +330 +179%
GCM
1155
Gables Capital Management
Florida
$46K
SFFS
1156
Stonehage Fleming Financial Services
Jersey
$45K +$43.7K +481 New
RFA
1157
Reilly Financial Advisors
California
$42K -$5.26K -58 -11%
Parallax Volatility Advisers
1158
Parallax Volatility Advisers
California
$41K +$37.5K +413 +1,721%
SIM
1159
Sonora Investment Management
Arizona
$40K +$2.09K +23 +6%
NPP
1160
New Potomac Partners
Maryland
$39K -$3.63K -40 -9%
CFN
1161
Cordasco Financial Network
Florida
$38K
SWP
1162
Strategic Wealth Partners
Ohio
$37.4K +$30.9K +340 +32%
BAM
1163
Barrett Asset Management
New York
$37K +$13.6K +150 +60%
BWL
1164
Bogart Wealth LLC
Virginia
$35K
SAM
1165
Shamrock Asset Management
Texas
$34K
WEC
1166
Winslow Evans & Crocker
Massachusetts
$34K +$16.2K +178 +96%
CFD
1167
Creative Financial Designs
Indiana
$33K +$8.35K +92 +34%
CAW
1168
Cornerstone Advisors (Washington)
Washington
$33K +$32.2K +355 New
GWMIA
1169
Global Wealth Management Investment Advisory
Florida
$32K
Pacer Advisors
1170
Pacer Advisors
Pennsylvania
$31K +$29.8K +328 New
IRC
1171
Investors Research Corp
Georgia
$30K
WC
1172
Whitnell & Co
Illinois
$30K
SQA
1173
Simon Quick Advisors
New Jersey
$29K -$3.54K -39 -11%
LF
1174
Lee Financial
Texas
$28K
TCM
1175
Tradewinds Capital Management
Washington
$27K -$287K -3,163 -92%

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.