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Vanguard Real Estate ETF
VNQ

1,174 hedge funds and large institutions have $19.6B invested in Vanguard Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 459 increasing their positions, 413 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 62

22% more capital invested

Capital invested by funds: $16B → $19.6B (+$3.52B)

11% more funds holding in top 10

Funds holding in top 10: 122 → 136 (+14)

11% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,118 → 1,174 (+56)

0% more ownership

Funds ownership: 57.6% → 57.6% (+0%)

58% less call options, than puts

Call options by funds: $171M | Put options by funds: $407M

Holders
1,174
Holders Change
+56
Holders Change %
+5.01%
% of All Funds
25.41%
Holding in Top 10
136
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.48%
% of All Funds
2.94%
New
139
Increased
459
Reduced
413
Closed
62
Calls
$171M
Puts
$407M
Net Calls
-$236M
Net Calls Change
+$1.03B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$300M
2
CSIA
Charles Schwab Investment Advisory
California
+$294M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$160M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$111M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$93.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$274M
2
UBS Group
UBS Group
Switzerland
-$258M
3
Nomura Holdings
Nomura Holdings
Japan
-$97.3M
4
Ameriprise
Ameriprise
Minnesota
-$83.9M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$14.7M -$88.4K -1,070 -0.6%
Northern Trust
152
Northern Trust
Illinois
$14.2M +$946K +11,457 +8%
Invesco
153
Invesco
Georgia
$13.9M +$8.55M +103,503 +184%
FFBTD
154
First Financial Bank - Trust Division
Ohio
$13.8M -$325K -3,938 -2%
NA
155
NextCapital Advisers
Illinois
$13.8M +$2.73M +33,068 +26%
KP
156
Keel Point
Alabama
$13.7M +$321K +3,891 +3%
PFC
157
Personal Financial Consultants
California
$13.5M +$1.01M +12,254 +9%
HNB
158
Huntington National Bank
Ohio
$13.1M – – –
BTS
159
BB&T Securities
Virginia
$12.8M +$1.48M +17,973 +14%
SWP
160
Stratos Wealth Partners
Ohio
$12.4M +$2.82M +34,164 +32%
MPM
161
Meritage Portfolio Management
Kansas
$12.3M +$3.23M +39,139 +38%
RCA
162
Rowland Carmichael Advisors
Arizona
$12.2M -$36.1K -437 -0.3%
VCM
163
Vision Capital Management
Oregon
$12.2M -$151K -1,824 -1%
GC
164
Gilbert & Cook
Iowa
$12.2M +$709K +8,580 +7%
CA
165
Cetera Advisors
Colorado
$12.1M +$3.84M +46,449 +50%
PCFFS
166
Pacific Center for Financial Services
California
$12.1M -$157K -1,904 -1%
PW
167
Price Wealth
Texas
$11.9M +$1.72M +20,876 +18%
CAG
168
Crestwood Advisors Group
Massachusetts
$11.9M +$501K +6,064 +5%
B
169
Bailard
California
$11.7M -$142K -1,720 -1%
ST
170
Sageworth Trust
Pennsylvania
$11.5M -$33.4M -403,811 -75%
HIM
171
Hanlon Investment Management
New Jersey
$11.4M +$10.8M +131,218 New
FA
172
FDx Advisors
Illinois
$11.3M -$2.12M -25,714 -17%
A
173
AdvicePeriod
California
$11.2M +$2.85M +34,496 +37%
HSBC Holdings
174
HSBC Holdings
United Kingdom
$11.1M -$10.2M -123,222 -49%
FMC
175
First Merchants Corp
Indiana
$11M -$278K -3,371 -3%
5 6
7
8 9

VNQ Hedge Fund Activity: Q1 2019 in Review

1,174 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2019, worth a combined $19.6B — up 22% from $16B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VNQ positions and 62 closed out — a net gain of 77 holders — while 459 added to existing stakes and 413 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $300M. The largest seller was Wells Fargo, cutting an estimated $274M.

  • 1,174 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2019, up from 1,118 in Q4 2018.
  • Funds reported $19.6B of Vanguard Real Estate ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 139 funds opened new Vanguard Real Estate ETF positions in Q1 2019 and 62 closed out, a net change of +77 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $300M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2019 was Wells Fargo, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2019.