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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
151
Neuberger Berman Group
New York
$12M +$10.8M +130,458 +904%
CA
152
Clearstead Advisors
Ohio
$12M +$1.99M +24,022 +20%
GC
153
Garde Capital
Washington
$11.9M +$1.8M +21,712 +18%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$11.9M +$11.7M +141,173 +5,663%
FWM
155
FFT Wealth Management
Pennsylvania
$11.6M -$6.21M -74,848 -35%
JFG
156
JMG Financial Group
Illinois
$11.6M +$970K +11,688 +9%
HCM
157
Harvest Capital Management
New Hampshire
$11.5M +$233K +2,805 +2%
PA
158
Pinnacle Associates
New York
$11.5M +$121K +1,460 +1%
BSB
159
Bangor Savings Bank
Maine
$11.4M -$132K -1,595 -1%
BFM
160
Boston Financial Management
Massachusetts
$11.4M +$61.5K +741 +0.5%
BCM
161
BTC Capital Management
Iowa
$11.3M +$544K +6,563 +5%
PFM
162
Parsec Financial Management
North Carolina
$11M +$3.27M +39,390 +42%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$11M +$239K +2,877 +2%
CCM
164
Covington Capital Management
California
$11M +$284K +3,427 +3%
CLA
165
Cranberry Lake Advisors
Texas
$10.9M
WA
166
WealthTrust-Arizona
Arizona
$10.9M -$92.5K -1,115 -0.8%
IRF
167
IBM Retirement Fund
New York
$10.8M -$263M -3,167,757 -96%
BTS
168
BB&T Securities
Virginia
$10.8M +$1.23M +14,802 +13%
CAN
169
Cetera Advisor Networks
California
$10.7M +$1.41M +16,997 +15%
FMC
170
First Merchants Corp
Indiana
$10.5M -$120K -1,452 -1%
JA
171
JOYN Advisors
Georgia
$10.5M +$577K +6,951 +6%
LNC
172
Lincoln National Corp
Pennsylvania
$10.5M +$976K +11,771 +10%
EWM
173
Empirical Wealth Management
Washington
$10.4M -$59.1K -712 -0.6%
TFA
174
Transamerica Financial Advisors
Florida
$10.2M +$227K +2,731 +2%
PCFFS
175
Pacific Center for Financial Services
California
$10.2M -$2.28M -27,460 -18%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.