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Vanguard Real Estate ETF
VNQ

1,189 hedge funds and large institutions have $20.1B invested in Vanguard Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 506 increasing their positions, 434 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

17% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 434

2.4% more ownership

Funds ownership: 57.6% → 60.01% (+2.4%)

1% more funds holding

Funds holding: 1,174 → 1,189 (+15)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$526M)

4% less funds holding in top 10

Funds holding in top 10: 136 → 130 (-6)

63% less call options, than puts

Call options by funds: $179M | Put options by funds: $487M

Holders
1,189
Holders Change
+15
Holders Change %
+1.28%
% of All Funds
25.83%
Holding in Top 10
130
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.41%
% of All Funds
2.82%
New
89
Increased
506
Reduced
434
Closed
60
Calls
$179M
Puts
$487M
Net Calls
-$308M
Net Calls Change
-$72.4M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$220M
2
Citigroup
Citigroup
New York
+$141M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
State Street
State Street
Massachusetts
+$87.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$79.6M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$122M
2
CSIA
Charles Schwab Investment Advisory
California
-$116M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$81.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$61.3M
5
Wells Fargo
Wells Fargo
California
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1176
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
TCM
1177
TD Capital Management
Tennessee
$4K – – –
KCPG
1178
Kavar Capital Partners Group
Kansas
$4K +$3.68K +42 New
GI
1179
GS Investments
Minnesota
$3.41K – – –
PMFA
1180
Plante Moran Financial Advisors
Michigan
$3K – – –
PG
1181
Proffitt & Goodson
Tennessee
$3K – – –
NDSI
1182
Newman Dignan & Sheerar Inc
Rhode Island
$2.13K +$5.78K +66 +0.3%
MM
1183
Main Management
California
$2K – – –
Parallax Volatility Advisers
1184
Parallax Volatility Advisers
California
$2K +$2.01K +23 +2,300%
BWM
1185
Baystate Wealth Management
Massachusetts
$2K +$2.19K +25 New
AAM
1186
Advisors Asset Management
Colorado
$1K – – –
JIR
1187
James Investment Research
Ohio
$1K – – –
OAJ
1188
Ogorek Anthony Joseph
New York
$1K – – –
PCA
1189
Providence Capital Advisors
North Carolina
$1K +$1.23K +14 New
MWM
1190
Meridian Wealth Management
Kentucky
$935 +$93.6K +1,069 New
UWM
1191
USAdvisors Wealth Management
Minnesota
$289 +$290K +3,311 New
SWA
1192
Sutton Wealth Advisors
Florida
$87 – – –
WCM
1193
Woodson Capital Management
Connecticut
– -$36.5M -420,000 Closed
ST
1194
Sageworth Trust
Pennsylvania
– -$11.5M -132,196 Closed
PL
1195
Polianta Ltd
Jersey
– -$7.44M -85,600 Closed
SEI Investments
1196
SEI Investments
Pennsylvania
– -$6.24M -71,803 Closed
DCM
1197
Dupont Capital Management
Delaware
– -$5.93M -68,240 Closed
GAMA
1198
Graticule Asia Macro Advisors
New York
– -$5.09M -58,596 Closed
Balyasny Asset Management
1199
Balyasny Asset Management
Illinois
– -$3.49M -40,151 Closed
FWM
1200
Frontier Wealth Management
Missouri
– -$3.04M -34,933 Closed
46 47
48
49 50

VNQ Hedge Fund Activity: Q2 2019 in Review

1,189 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2019, worth a combined $20.1B — up 2.7% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VNQ positions and 60 closed out — a net gain of 29 holders — while 506 added to existing stakes and 434 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was Barclays, cutting an estimated $122M.

  • 1,189 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2019, up from 1,174 in Q1 2019.
  • Funds reported $20.1B of Vanguard Real Estate ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 89 funds opened new Vanguard Real Estate ETF positions in Q2 2019 and 60 closed out, a net change of +29 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $220M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2019 was Barclays, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2019.