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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
AIP
151
Ameritas Investment Partners
Nebraska
$14M +$57.9K +638 +0.4%
PW
152
Price Wealth
Texas
$14M +$1.08M +11,847 +9%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$13.9M
A
154
AdvicePeriod
California
$13.8M +$918K +10,113 +7%
CAI
155
Capital Advisors Inc
Oklahoma
$13.7M
UBS AM
156
UBS AM
Illinois
$13.6M +$2.92M +32,127 +28%
PCFFS
157
Pacific Center for Financial Services
California
$13.5M +$266K +2,932 +2%
WS
158
Wela Strategies
Georgia
$13.5M +$5.19M +57,143 +66%
HNB
159
Huntington National Bank
Ohio
$13.3M
CAG
160
Crestwood Advisors Group
Massachusetts
$13.2M +$659K +7,262 +5%
SAS
161
Sage Advisory Services
Texas
$13.1M +$12.2M +134,432 +2,250%
VCM
162
Vision Capital Management
Oregon
$13.1M -$62K -683 -0.5%
Comerica Bank
163
Comerica Bank
Texas
$12.9M +$1.34M +14,815 +12%
CA
164
Cetera Advisors
Colorado
$12.9M -$894K -9,844 -7%
CTI
165
Community Trust & Investment
Kentucky
$12.7M +$2.12M +23,392 +21%
TC
166
Trilogy Capital
California
$12.6M +$2.03M +22,379 +20%
WANY
167
Wealthspire Advisors (New York)
New York
$12.6M +$3.03M +33,366 +33%
EWA
168
EP Wealth Advisors
California
$12.4M +$11.8M +129,949 +4,205%
B
169
Bailard
California
$12.3M +$98.8K +1,088 +0.8%
MML Investors Services
170
MML Investors Services
Massachusetts
$12.1M -$2.42M -26,655 -17%
BFA
171
Beaumont Financial Advisors
Massachusetts
$12M +$225K +2,474 +2%
RCA
172
Rowland Carmichael Advisors
Arizona
$11.9M -$1.16M -12,735 -9%
PIMG
173
Patriot Investment Management Group
Tennessee
$11.9M -$10.4K -115 -0.1%
DCM
174
Disciplina Capital Management
Tennessee
$11.7M +$1.3M +14,370 +13%
GIM
175
Goelzer Investment Management
Indiana
$11.6M -$88.1K -970 -0.8%

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.