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Vanguard Real Estate ETF
VNQ

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: 130 → 142 (+12)

3% more funds holding

Funds holding: 1,189 → 1,219 (+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

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$122M
2
CS
Credit Suisse
Switzerland
+$117M
3
Victory Capital Management
Victory Capital Management
Texas
+$111M
4
Citigroup
Citigroup
New York
+$82.8M
5
Ameriprise
Ameriprise
Minnesota
+$64.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$487M
2
Wells Fargo
Wells Fargo
California
-$437M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$133M
4
Prudential Financial
Prudential Financial
New Jersey
-$132M
5
USAA
United Services Automobile Association
Texas
-$93.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.78B -$437M -4,810,013 -20%
Bank of America
2
Bank of America
North Carolina
$1.22B -$47.9M -527,236 -4%
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$1.02B – – –
Creative Planning
4
Creative Planning
Kansas
$875M +$62.4M +687,094 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$703M -$487M -5,369,380 -42%
Morgan Stanley
6
Morgan Stanley
New York
$589M -$15M -165,293 -3%
Financial Engines Advisors
7
Financial Engines Advisors
California
$451M -$16.1M -177,175 -4%
US Bancorp
8
US Bancorp
Minnesota
$451M +$35.2M +387,759 +9%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$448M +$2.47M +27,242 +0.6%
Wealthfront Advisers
10
Wealthfront Advisers
California
$403M +$6.79M +74,788 +2%
PCA
11
Personal Capital Advisors
California
$393M +$18.1M +199,500 +5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$335M +$13.3M +146,146 +4%
CSIA
13
Charles Schwab Investment Advisory
California
$334M +$122M +1,348,244 +60%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$330M +$6.98M +76,839 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$316M -$132M -1,449,776 -30%
Vanguard Group
16
Vanguard Group
Pennsylvania
$304M -$4.14M -45,598 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$299M +$24.6M +271,353 +9%
State Street
18
State Street
Massachusetts
$291M +$40.8M +449,608 +17%
Citigroup
19
Citigroup
New York
$290M +$82.8M +912,355 +41%
UBS Group
20
UBS Group
Switzerland
$287M +$10M +110,671 +4%
Ameriprise
21
Ameriprise
Minnesota
$279M +$64.8M +714,341 +31%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$279M +$20.7M +228,381 +8%
Goldman Sachs
23
Goldman Sachs
New York
$252M -$4.54M -49,958 -2%
LPL Financial
24
LPL Financial
California
$186M -$1.56M -17,186 -0.9%
PPA
25
Parametric Portfolio Associates
Washington
$179M +$31.2M +344,148 +22%
1
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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.