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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
CA
201
Cetera Advisors
Colorado
$8.07M -$168K -2,028 -2%
1GA
202
1st Global Advisors
Texas
$8.06M +$189K +2,275 +2%
MWM
203
Mission Wealth Management
California
$8.03M +$570K +6,872 +8%
WT
204
Washington Trust
Rhode Island
$7.94M -$1.13M -13,588 -12%
FU
205
Fairfield University
Connecticut
$7.93M
Squarepoint
206
Squarepoint
New York
$7.93M +$7.97M +96,083 New
RBCM
207
Raub Brock Capital Management
California
$7.82M +$123K +1,485 +2%
BFG
208
Barber Financial Group
Kansas
$7.75M +$462K +5,564 +6%
TCM
209
TD Capital Management
Tennessee
$7.69M +$509K +6,131 +7%
HW
210
Hancock Whitney
Mississippi
$7.53M +$470K +5,668 +7%
GC
211
Gilbert & Cook
Iowa
$7.51M +$809K +9,747 +12%
IH
212
IFC Holdings
Florida
$7.47M +$1.44M +17,340 +24%
CSIA
213
Charles Schwab Investment Advisory
California
$7.46M +$1.02M +12,329 +16%
GAM
214
Gould Asset Management
California
$7.43M -$1.51M -18,206 -17%
KeyBank National Association
215
KeyBank National Association
Ohio
$7.17M -$54.7K -659 -0.8%
PL
216
Plancorp LLC
Missouri
$7.14M +$29.9K +361 +0.4%
SFA
217
Stewardship Financial Advisors
Georgia
$7.09M +$901K +10,864 +14%
PWPCM
218
Perella Weinberg Partners Capital Management
New York
$7.01M +$7.05M +84,941 New
HS
219
Horan Securities
United States
$6.87M +$672K +8,097 +11%
GT
220
Glenmede Trust
Pennsylvania
$6.86M +$452K +5,447 +7%
NCM
221
Neumann Capital Management
California
$6.86M -$90K -1,085 -1%
UBS AM
222
UBS AM
Illinois
$6.66M +$860K +10,367 +15%
SCM
223
Stonehearth Capital Management
Massachusetts
$6.63M -$34.5K -416 -0.5%
WCG
224
Wall Capital Group
Arizona
$6.52M +$65.5M +789,734 New
FHB
225
First Hawaiian Bank
Hawaii
$6.46M +$13.2K +159 +0.2%

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.