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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
V
176
Veritable
Delaware
$10.1M -$911K -10,987 -8%
SAM
177
SignalPoint Asset Management
Missouri
$10.1M -$736K -8,871 -7%
SPC
178
Sigma Planning Corp
Michigan
$10M +$1.11M +13,326 +12%
ACM
179
Armbruster Capital Management
New York
$10M +$859K +10,352 +9%
AF
180
Affiance Financial
Minnesota
$9.55M +$696K +8,387 +8%
RFC
181
Regions Financial Corp
Alabama
$9.55M -$680K -8,195 -7%
AC
182
Addenda Capital
Quebec, Canada
$9.52M
IA
183
IFP Advisors
Florida
$9.48M -$251K -3,024 -3%
B
184
Bailard
California
$9.22M +$613K +7,390 +7%
JWM
185
Janiczek Wealth Management
Colorado
$8.99M -$1.78M -21,497 -16%
CS
186
Credit Suisse
Switzerland
$8.87M +$5.69M +68,608 +177%
WF
187
WealthTrust Fairport
Ohio
$8.85M -$5.41M -65,161 -38%
BMM
188
Buffington Mohr McNeal
Idaho
$8.79M +$210K +2,535 +2%
AC
189
Alexandria Capital
Virginia
$8.78M +$176K +2,126 +2%
VCM
190
Vision Capital Management
Oregon
$8.74M +$1.7M +20,534 +24%
REMPR
191
Roof Eidam Maycock Peralta (REMP)
California
$8.58M -$952K -11,477 -10%
PFM
192
Peak Financial Management
Massachusetts
$8.55M +$253K +3,050 +3%
QFA
193
Quattro Financial Advisors
Texas
$8.48M +$8.53M +102,842 New
SIA
194
Starfire Investment Advisers
Michigan
$8.47M +$399K +4,810 +5%
HA
195
Hays Advisory
Tennessee
$8.35M -$1.25M -15,027 -13%
AAM
196
Autus Asset Management
Arizona
$8.29M +$1.73M +20,807 +26%
CG
197
Colony Group
Massachusetts
$8.16M +$7.38K +89 +0.1%
VCM
198
Verger Capital Management
North Carolina
$8.12M +$59.2K +714 +0.7%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$8.09M +$720K +8,677 +10%
MCM
200
Maryland Capital Management
Maryland
$8.07M +$214K +2,578 +3%

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.