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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
GAG
201
GM Advisory Group
New York
$9.66M +$538K +5,923 +6%
PL
202
Plancorp LLC
Missouri
$9.62M +$3K +33 +0%
MCM
203
Maryland Capital Management
Maryland
$9.56M -$368K -4,057 -4%
ME
204
McIlrath & Eck
Washington
$9.5M +$882K +9,712 +11%
LB
205
Landmark Bank
Missouri
$9.49M -$1.09K -12 -0%
LFA
206
Legend Financial Advisors
Pennsylvania
$9.39M +$18.5K +204 +0.2%
CIM
207
Cambria Investment Management
California
$9.36M -$375K -4,129 -4%
UBG
208
United Bank (Georgia)
Georgia
$9.27M +$712K +7,841 +9%
FU
209
Fairfield University
Connecticut
$9.27M
AAM
210
Autus Asset Management
Arizona
$9.19M -$1.16M -12,816 -12%
PT
211
Plimoth Trust
Massachusetts
$9.18M -$104K -1,144 -1%
CG
212
Colony Group
Massachusetts
$9.12M -$33.5K -369 -0.4%
GW
213
GW & Wade
Massachusetts
$9.12M +$1.19M +13,139 +16%
KFP
214
KMG Fiduciary Partners
Ohio
$8.94M +$171K +1,884 +2%
EC
215
Estate Counselors
Wisconsin
$8.89M -$20.4K -225 -0.2%
FA
216
Forefront Analytics
Pennsylvania
$8.81M +$4.45M +48,982 +108%
AAS
217
Avantax Advisory Services
Texas
$8.8M +$646K +7,121 +8%
RBCM
218
Raub Brock Capital Management
California
$8.79M -$11.5K -127 -0.1%
Truist Financial
219
Truist Financial
North Carolina
$8.73M -$23.9K -263 -0.3%
KL
220
KWMG LLC
Kansas
$8.7M +$287K +3,160 +4%
LBD
221
Landsberg Bennett & Dubbaneh
Florida
$8.54M +$144K +1,584 +2%
HI
222
Hudock Inc
Pennsylvania
$8.49M +$168K +1,852 +2%
MIM
223
MetLife Investment Management
New Jersey
$8.45M -$1.34M -14,800 -14%
SG Americas Securities
224
SG Americas Securities
New York
$8.34M +$1.97M +21,698 +32%
CTB
225
Country Trust Bank
Illinois
$8.26M +$47.8K +526 +0.6%

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.