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Vanguard Real Estate ETF
VNQ

1,047 hedge funds and large institutions have $19.7B invested in Vanguard Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 58

11% more funds holding

Funds holding: 944 → 1,047 (+103)

4% more funds holding in top 10

Funds holding in top 10: 120 → 125 (+5)

8% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 369

3% more capital invested

Capital invested by funds: $19.1B → $19.7B (+$592M)

0.81% more ownership

Funds ownership: 56.03% → 56.83% (+0.81%)

59% less call options, than puts

Call options by funds: $145M | Put options by funds: $358M

Holders
1,047
Holders Change
+103
Holders Change %
+10.91%
% of All Funds
23.74%
Holding in Top 10
125
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.17%
% of All Funds
2.83%
New
170
Increased
400
Reduced
369
Closed
58
Calls
$145M
Puts
$358M
Net Calls
-$213M
Net Calls Change
+$59M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$174M
2
Two Sigma Investments
Two Sigma Investments
New York
+$88.1M
3
FQ
First Quadrant
California
+$75.6M
4
EFS
Edelman Financial Services
Virginia
+$56.1M
5
Morgan Stanley
Morgan Stanley
New York
+$51.5M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$86.4M
2
Bank of America
Bank of America
North Carolina
-$80.3M
3
QI
QS Investors
New York
-$53M
4
PFA
Pure Financial Advisors
California
-$42.2M
5
BlackRock
BlackRock
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
151
Aspiriant LLC
California
$12.7M -$24.7M -295,164 -66%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.12M +13,418 +10%
HCM
153
Harvest Capital Management
New Hampshire
$12.4M -$67.9K -810 -0.5%
BFA
154
Beaumont Financial Advisors
Massachusetts
$12.3M -$50.5K -602 -0.4%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$12.2M +$1.5M +17,880 +14%
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$12.1M -$5.47M -65,310 -31%
CA
157
Clearstead Advisors
Ohio
$12.1M -$257K -3,069 -2%
EWM
158
Empirical Wealth Management
Washington
$11.9M +$828K +9,885 +7%
BSB
159
Bangor Savings Bank
Maine
$11.6M +$73.5K +877 +0.6%
FMC
160
First Merchants Corp
Indiana
$11.5M -$511K -6,092 -4%
JA
161
JOYN Advisors
Georgia
$11.4M +$179K +2,133 +2%
CCM
162
Covington Capital Management
California
$11.1M -$902K -10,761 -7%
CAN
163
Cetera Advisor Networks
California
$11.1M +$893K +10,653 +9%
RT
164
Rockland Trust
Massachusetts
$11M +$10.2M +121,186 +1,029%
GEM
165
Global Endowment Management
North Carolina
$10.9M +$3.95M +47,185 +56%
PCFFS
166
Pacific Center for Financial Services
California
$10.9M +$474K +5,658 +5%
WA
167
WealthTrust-Arizona
Arizona
$10.8M +$59.8K +713 +0.5%
AF
168
Ally Financial
Michigan
$10.8M +$10.9M +130,000 New
SRSA
169
S.R. Schill & Associates
Washington
$10.7M -$250K -2,989 -2%
LFS
170
Lutz Financial Services
Nebraska
$10.6M +$10.7M +127,615 New
AF
171
Affiance Financial
Minnesota
$10.2M +$141K +1,685 +1%
FWM
172
FFT Wealth Management
Pennsylvania
$10.2M +$754K +9,002 +8%
B
173
Bailard
California
$10.2M +$422K +5,034 +4%
Northern Trust
174
Northern Trust
Illinois
$10.1M -$33.9M -404,902 -77%
AP
175
AHL Partners
United Kingdom
$10.1M -$1.36M -16,283 -12%
5 6
7
8 9

VNQ Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2017, worth a combined $19.7B — up 3.1% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VNQ positions and 58 closed out — a net gain of 112 holders — while 400 added to existing stakes and 369 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $174M. The largest seller was Schroder Investment Management Group, cutting an estimated $86.4M.

  • 1,047 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2017, up from 944 in Q3 2017.
  • Funds reported $19.7B of Vanguard Real Estate ETF stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Real Estate ETF positions in Q4 2017 and 58 closed out, a net change of +112 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $174M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2017 was Schroder Investment Management Group, an estimated $86.4M sold.

Based on aggregated 13F filings for Q4 2017.