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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
1251
Advisors Preferred
Maryland
-$167K -1,913 Closed
AWM
1252
Apollon Wealth Management
South Carolina
-$144K -1,651 Closed
MFC
1253
Miramar Fiduciary Corp
Nevada
-$132K -1,513 Closed
TRCT
1254
Tower Research Capital (TRC)
New York
-$122K -1,395 Closed
MWM
1255
Meridian Wealth Management
Kentucky
-$935 -1,069 Closed
ACS
1256
Archford Capital Strategies
Illinois
-$74K -846 Closed
AC
1257
Avestar Capital
New York
-$69K -800 Closed
CWA
1258
Clarus Wealth Advisors
Arizona
-$69K -793 Closed
HCM
1259
HMS Capital Management
Tennessee
-$61K -700 Closed
MF
1260
Manchester Financial
California
-$52K -597 Closed
AIM
1261
Axiom Investment Management
New York
-$46K -525 Closed
MWC
1262
MKD Wealth Coaches
Michigan
-$43K -494 Closed
SHJ
1263
Sharkey, Howes & Javer
Colorado
-$26K -301 Closed
SFG
1264
SevenBridge Financial Group
Pennsylvania
-$23K -262 Closed
TC
1265
Trust Company
Kansas
-$15K -168 Closed
TA
1266
TCG Advisors
Texas
-$11K -119 Closed
NC
1267
NewSquare Capital
Pennsylvania
-$8K -91 Closed
RCG
1268
Ruggie Capital Group
Florida
-$6K -76 Closed
KCPG
1269
Kavar Capital Partners Group
Kansas
-$4K -42 Closed
PCA
1270
Providence Capital Advisors
North Carolina
-$1K -14 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.