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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
CCA
101
Conservest Capital Advisors
Pennsylvania
$26.4M +$1.09M +12,495 +4%
SI
102
Stephens Inc
Arkansas
$25.9M +$1.33M +15,172 +5%
William Blair & Company
103
William Blair & Company
Illinois
$25.6M +$917K +10,473 +4%
EK
104
Evensky & Katz
Florida
$25.1M -$48.1K -550 -0.2%
CBT
105
Central Bank & Trust
Kentucky
$24.5M +$4.27M +48,831 +21%
PFM
106
Phillips Financial Management
Indiana
$23.6M -$791K -9,041 -3%
PAG
107
Private Advisor Group
New Jersey
$22.1M +$909K +10,379 +4%
Man Group
108
Man Group
United Kingdom
$21.9M +$2.42M +27,625 +12%
BF
109
BOK Financial
Oklahoma
$21.9M -$741K -8,463 -3%
PFM
110
Parsec Financial Management
North Carolina
$21.8M +$343K +3,920 +2%
CIA
111
Capital Investment Advisors
Georgia
$21.7M +$36.8K +420 +0.2%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$21.7M +$10.6M +121,219 +95%
SB
113
Suntrust Banks
Georgia
$21.6M +$576K +6,576 +3%
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$21.1M +$628K +7,178 +3%
COI
115
Connable Office Inc
Michigan
$20.6M +$2M +22,867 +11%
ODIJL
116
One Day In July LLC
Vermont
$20.6M +$3.2M +36,521 +18%
Northern Trust
117
Northern Trust
Illinois
$20.6M +$6.27M +71,605 +44%
NAM
118
Nissay Asset Management
Japan
$20.6M -$1.27M -14,460 -6%
MWP
119
Moller Wealth Partners
$20.5M -$8.23M -94,064 -29%
CA
120
Cambridge Associates
Massachusetts
$20.4M +$3.61M +41,249 +22%
EWM
121
Empirical Wealth Management
Washington
$20.3M +$977K +11,157 +5%
V
122
Veritable
Delaware
$19.9M -$369K -4,216 -2%
CPO
123
Cerity Partners OCIO
New York
$19.9M +$4.94M +56,420 +33%
MWM
124
Mission Wealth Management
California
$19.7M +$269K +3,068 +1%
EPM
125
Elm Partners Management
Pennsylvania
$19.6M +$1.61M +18,410 +9%
3 4
5
6 7

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.