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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1326
Steph & Co
Wisconsin
-$42K -600 Closed
CYG
1327
Clean Yield Group
Vermont
-$37K -531 Closed
RCA
1328
Ranch Capital Advisors
Florida
-$34K -500 Closed
EWM
1329
EPG Wealth Management
Georgia
-$34K -492 Closed
QCMNJ
1330
Quantum Capital Management (New Jersey)
New Jersey
-$28K -403 Closed
AIA
1331
Armor Investment Advisors
North Carolina
-$26K -374 Closed
HIIFS
1332
Harel Insurance Investments & Financial Services
Israel
-$24K -340 Closed
RFM
1333
Royal Fund Management
Florida
-$17K -244 Closed
BWA
1334
Burt Wealth Advisors
Maryland
-$17K -243 Closed
CAGAS
1335
Capital Advisory Group Advisory Services
Minnesota
-$17K -237 Closed
GSWM
1336
Golden State Wealth Management
California
-$14K -205 Closed
CCM
1337
Cox Capital Management
Massachusetts
-$19K -200 Closed
RAM
1338
Riggs Asset Management
Pennsylvania
-$13K -200 Closed
PCMK
1339
Paragon Capital Management (Kansas)
Kansas
-$9K -125 Closed
BMM
1340
Berkshire Money Management
Massachusetts
-$6K -80 Closed
APWM
1341
Atlas Private Wealth Management
New York
-$5K -78 Closed
WAMC
1342
Western Asset Management Company
California
-$6K -78 Closed
Loomis, Sayles & Company
1343
Loomis, Sayles & Company
Massachusetts
-$3K -36 Closed
CAN
1344
Claraphi Advisory Network
United States
-$2K -28 Closed
OAJ
1345
Ogorek Anthony Joseph
New York
-$1K -20 Closed
AAM
1346
Advisors Asset Management
Colorado
-$1K -18 Closed
HIM
1347
HawsGoodwin Investment Management
Tennessee
-$1K -17 Closed
PP
1348
PrairieView Partners
Minnesota
-$1K -14 Closed

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.