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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
Cohen & Steers
1176
Cohen & Steers
New York
$27K +$26K +286 New
UB
1177
UMB Bank
Missouri
$26.9K -$2.62M -28,845 -9%
KFS
1178
Kelly Financial Services
Massachusetts
$25.6K
WAS
1179
Winch Advisory Services
Wisconsin
$24K +$363 +4 +2%
BWA
1180
Burt Wealth Advisors
Maryland
$23K
CLOS
1181
Compagnie Lombard Odier SCmA
Switzerland
$23K +$22.7K +250 New
PWMG
1182
Prestige Wealth Management Group
New Jersey
$23K +$22.7K +250 New
APC
1183
Aspire Private Capital
North Carolina
$22K
RFM
1184
Royal Fund Management
Florida
$22K
CFB
1185
Cullen/Frost Bankers
Texas
$21K
EDRH
1186
Edmond de Rothschild Holding
Switzerland
$21K
MIM
1187
Macroview Investment Management
Maryland
$21K +$14.4K +159 +256%
PK
1188
Pflug Koory
Nebraska
$20K +$272 +3 +1%
QCIG
1189
Quad-Cities Investment Group
Iowa
$19K +$363 +4 +2%
BHWM
1190
Bay Harbor Wealth Management
Maryland
$19K +$18.3K +202 +10,100%
RFWA
1191
RPg Family Wealth Advisory
Massachusetts
$18.8K
RCM
1192
Rain Capital Management
Oregon
$18K +$17.3K +191 New
THWM
1193
Taylor Hoffman Wealth Management
Virginia
$17K
AWMS
1194
Advocacy Wealth Management Services
Georgia
$16K
SB
1195
Strategic Blueprint
Georgia
$16K +$15.6K +172 New
SCA
1196
Stonebridge Capital Advisors
Minnesota
$14K +$7.81K +86 +130%
SA
1197
SRH Advisors
Kansas
$11K
SRC
1198
Shufro Rose & Co
New York
$11K +$10.8K +119 New
FFW
1199
Fusion Family Wealth
New York
$10K
BC
1200
Barnett & Company
Tennessee
$9K -$19.1K -210 -68%

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.