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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
AP
1201
Atwood & Palmer
Missouri
$9K
HCM
1202
Hilton Capital Management
New York
$8K -$9.08K -100 -54%
SIS
1203
Sound Income Strategies
Florida
$8K
FRA
1204
Front Row Advisors
California
$7K -$11.1K -122 -61%
HCM
1205
Highlander Capital Management
New Jersey
$7K
IF
1206
Ironwood Financial
Arizona
$7K
BAMG
1207
Brand Asset Management Group
Missouri
$6K -$20.4K -225 -79%
TC
1208
Truvestments Capital
Florida
$6K +$182 +2 +3%
MBTD
1209
Mechanics Bank - Trust Department
California
$6K +$5.54K +61 New
CWM
1210
Cedar Wealth Management
California
$5K -$200K -2,201 -98%
JWM
1211
Janiczek Wealth Management
Colorado
$5K -$19K -209 -79%
GTAM
1212
Global Trust Asset Management
Florida
$5K
LWANC
1213
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
GI
1214
GS Investments
Minnesota
$3.7K +$91 +1 +3%
CAGAS
1215
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.36K +37 New
AAM
1216
Advisors Asset Management
Colorado
$2K
MM
1217
Main Management
California
$2K
JIR
1218
James Investment Research
Ohio
$1K
OAJ
1219
Ogorek Anthony Joseph
New York
$1K
FCH
1220
Freestone Capital Holdings
Washington
$618 +$601K +6,625 New
SWA
1221
Sutton Wealth Advisors
Florida
$93
USAA
1222
United Services Automobile Association
Texas
-$93.6M -1,070,470 Closed
California Public Employees Retirement System
1223
California Public Employees Retirement System
California
-$34.8M -398,213 Closed
MIS
1224
Morningstar Investment Services
Illinois
-$19.6M -223,972 Closed
WAM
1225
Wolverine Asset Management
Illinois
-$14.1M -161,551 Closed

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.