We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,025 hedge funds and large institutions have $17.9B invested in Vanguard Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 380 increasing their positions, 450 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 58

3% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$571M)

1% more funds holding in top 10

Funds holding in top 10: 108109 (+1)

1% more funds holding

Funds holding: 1,0161,025 (+9)

0.67% less ownership

Funds ownership: 58.84%58.17% (-0.67%)

16% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 450

82% less call options, than puts

Call options by funds: $121M | Put options by funds: $669M

Holders
1,025
Holders Change
+9
Holders Change %
+0.89%
% of All Funds
23.47%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.5%
New
76
Increased
380
Reduced
450
Closed
58
Calls
$121M
Puts
$669M
Net Calls
-$548M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.13B -$732M -9,441,873 -20%
Bank of America
2
Bank of America
North Carolina
$1.16B -$118M -1,526,775 -10%
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$898M
Morgan Stanley
4
Morgan Stanley
New York
$693M +$6.1M +78,683 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$586M -$77.6M -1,000,995 -12%
Creative Planning
6
Creative Planning
Kansas
$452M +$72.5M +935,469 +20%
EFS
7
Edelman Financial Services
Virginia
$443M -$2.96M -38,261 -0.7%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$433M -$41.4M -534,460 -9%
Prudential Financial
9
Prudential Financial
New Jersey
$406M +$241M +3,104,577 +165%
US Bancorp
10
US Bancorp
Minnesota
$319M -$922K -11,898 -0.3%
W
11
Wealthfront
California
$315M +$26.9M +347,562 +10%
Goldman Sachs
12
Goldman Sachs
New York
$286M +$22.1M +285,152 +9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$275M -$11.8M -152,059 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$274M -$45.8M -590,515 -15%
PCA
15
Personal Capital Advisors
California
$274M +$19.6M +253,240 +8%
UBS Group
16
UBS Group
Switzerland
$264M +$71.2M +919,146 +39%
Ameriprise
17
Ameriprise
Minnesota
$249M -$43.9M -566,676 -16%
Vanguard Group
18
Vanguard Group
Pennsylvania
$237M +$43.3M +558,779 +24%
FQ
19
First Quadrant
California
$200M -$8.7M -112,274 -4%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$199M -$189M -2,440,650 -50%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$180M -$13.2M -170,035 -7%
LPL Financial
22
LPL Financial
California
$129M -$4.16M -53,651 -3%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$126M +$790K +10,190 +0.7%
MRC
24
Millburn Ridgefield Corp
New York
$125M -$9.54M -123,103 -7%
CCA
25
Catalyst Capital Advisors
New York
$125M -$9.61M -124,049 -8%

VNQ Hedge Fund Activity: Q2 2018 in Review

1,025 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2018, worth a combined $17.9B — up 3.3% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VNQ positions and 58 closed out — a net gain of 18 holders — while 380 added to existing stakes and 450 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $250M. The largest seller was Wells Fargo, cutting an estimated $732M.

  • 1,025 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2018, up from 1,016 in Q1 2018.
  • Funds reported $17.9B of Vanguard Real Estate ETF stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 76 funds opened new Vanguard Real Estate ETF positions in Q2 2018 and 58 closed out, a net change of +18 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $250M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2018.