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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
SFA
1226
Sequoia Financial Advisors
Ohio
– -$234K -2,687 Closed
GC
1227
Grimes & Company
Massachusetts
– -$227K -2,610 Closed
AWM
1228
Altium Wealth Management
New York
– -$224K -2,574 Closed
BW
1229
Bison Wealth
Georgia
– -$214K -2,466 Closed
ST
1230
Spinnaker Trust
Maine
– -$204K -2,358 Closed
FC
1231
Ferris Capital
Massachusetts
– -$172K -1,976 Closed
LHC
1232
Little House Capital
Massachusetts
– -$128K -1,470 Closed
NSIM
1233
North Star Investment Management
Illinois
– -$120K -1,382 Closed
LFA
1234
Legacy Financial Advisors
Kentucky
– -$111K -1,278 Closed
LA
1235
Legacy Advisors
Pennsylvania
– -$83K -954 Closed
CMO
1236
Covenant Multifamily Offices
Texas
– -$74K -849 Closed
CFA
1237
Camarda Financial Advisors
Florida
– -$70K -806 Closed
OWD
1238
Osborn Williams & Donohoe
Ohio
– -$64K -729 Closed
AOWM
1239
Alpha Omega Wealth Management
Virginia
– -$38K -518 Closed
ST
1240
Somerset Trust
Pennsylvania
– -$42K -488 Closed
SFFS
1241
Stonehage Fleming Financial Services
Jersey
– -$42 -481 Closed
IP
1242
Intellectus Partners
California
– -$39K -450 Closed
AIA
1243
Armor Investment Advisors
North Carolina
– -$31K -356 Closed
MSA
1244
Marino Stram & Associates
Massachusetts
– -$26K -300 Closed
SHIM
1245
Stone House Investment Management
Pennsylvania
– -$23K -263 Closed
AIA
1246
Alera Investment Advisors
Illinois
– -$18K -209 Closed
CICI
1247
Capital Investment Counsel Inc
North Carolina
– -$11K -130 Closed
SIAS
1248
Shine Investment Advisory Services
Colorado
– -$8K -92 Closed
WAS
1249
WESPAC Advisors SoCal
California
– -$6K -79 Closed
HH
1250
HWG Holdings
Texas
– -$3K -37 Closed
47 48 49
50
51

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.