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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
NAM
126
Nissay Asset Management
Japan
$20.4M -$1.46M -16,083 -7%
FT
127
Fiduciary Trust
Massachusetts
$20M +$355K +3,906 +2%
GC
128
Garde Capital
Washington
$20M +$1.3M +14,304 +7%
GB
129
Gunma Bank
Japan
$19.8M
BSW
130
Buckingham Strategic Wealth
Missouri
$19.7M -$152K -1,675 -0.8%
SPIA
131
Steward Partners Investment Advisory
New York
$18.5M +$870K +9,579 +5%
LFS
132
Lutz Financial Services
Nebraska
$18.2M +$159K +1,756 +0.9%
TTWM
133
TCV Trust & Wealth Management
Virginia
$18.2M -$235K -2,592 -1%
FAAS
134
First Allied Advisory Services
California
$18.1M -$1.11M -12,211 -6%
FCB
135
First Command Bank
Texas
$18M -$313K -3,453 -2%
FCFS
136
First Command Financial Services
Texas
$18M -$313K -3,453 -2%
JFG
137
JMG Financial Group
Illinois
$17.4M -$26.4K -291 -0.2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$17.3M -$1.09M -12,049 -6%
FA
139
FDx Advisors
Illinois
$17.1M +$5.5M +60,573 +49%
MA
140
MUFG Americas
New York
$16.4M +$5.21M +57,408 +48%
SWP
141
Stratos Wealth Partners
Ohio
$16.3M +$1.24M +13,627 +8%
CAM
142
Chandler Asset Management
California
$16.3M +$3.5M +38,571 +28%
Northern Trust
143
Northern Trust
Illinois
$16M -$5.89M -64,928 -28%
TK
144
TIAA Kaspick
Massachusetts
$15.2M +$5.33M +58,758 +56%
BTS
145
BB&T Securities
Virginia
$15.1M +$1.38M +15,174 +10%
FFBTD
146
First Financial Bank - Trust Division
Ohio
$14.8M +$26.1K +287 +0.2%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$14.7M -$8.29M -91,290 -37%
FMC
148
First Merchants Corp
Indiana
$14.5M +$2.93M +32,236 +26%
Invesco
149
Invesco
Georgia
$14.1M +$824K +9,074 +6%
GC
150
Gilbert & Cook
Iowa
$14.1M +$320K +3,528 +2%

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.