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Vanguard Real Estate ETF

1,383 hedge funds and large institutions have $21.1B invested in Vanguard Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 572 increasing their positions, 424 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 49

35% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 424

13% more funds holding

Funds holding: 1,2191,383 (+164)

1% more funds holding in top 10

Funds holding in top 10: 142144 (+2)

2% more capital invested

Capital invested by funds: $20.8B → $21.1B (+$312M)

0.58% less ownership

Funds ownership: 57.39%56.81% (-0.58%)

87% less call options, than puts

Call options by funds: $233M | Put options by funds: $1.85B

Holders
1,383
Holders Change
+164
Holders Change %
+13.45%
% of All Funds
27.25%
Holding in Top 10
144
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.41%
% of All Funds
2.84%
New
229
Increased
572
Reduced
424
Closed
49
Calls
$233M
Puts
$1.85B
Net Calls
-$1.62B
Net Calls Change
+$179M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.65B -$119M -1,284,527 -7%
Bank of America
2
Bank of America
North Carolina
$1.28B +$67M +723,408 +6%
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$976M -$39.7M -429,000 -4%
Creative Planning
4
Creative Planning
Kansas
$927M +$56.3M +608,474 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$669M -$30.8M -332,567 -4%
Morgan Stanley
6
Morgan Stanley
New York
$562M -$24.6M -265,935 -4%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$467M +$21.2M +229,043 +5%
US Bancorp
8
US Bancorp
Minnesota
$461M +$12M +130,048 +3%
Financial Engines Advisors
9
Financial Engines Advisors
California
$445M -$3.88M -41,854 -0.9%
PCA
10
Personal Capital Advisors
California
$424M +$32.2M +347,932 +8%
Wealthfront Advisers
11
Wealthfront Advisers
California
$420M +$18.2M +196,910 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$345M +$16.3M +175,852 +5%
Prudential Financial
13
Prudential Financial
New Jersey
$343M +$28.1M +303,490 +9%
Vanguard Group
14
Vanguard Group
Pennsylvania
$340M +$36.5M +394,185 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$338M +$40.6M +438,784 +14%
CSIA
16
Charles Schwab Investment Advisory
California
$324M -$8.45M -91,252 -3%
UBS Group
17
UBS Group
Switzerland
$304M +$18.6M +201,308 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$284M -$49.4M -533,582 -15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$271M -$5.98M -64,566 -2%
Goldman Sachs
20
Goldman Sachs
New York
$257M +$5.72M +61,804 +2%
State Street
21
State Street
Massachusetts
$244M -$44.7M -482,930 -15%
FQ
22
First Quadrant
California
$203M +$78.7M +849,501 +64%
LPL Financial
23
LPL Financial
California
$191M +$6.05M +65,368 +3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$178M +$10.3M +110,980 +6%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$171M -$1.33M -14,332 -0.8%

VNQ Hedge Fund Activity: Q4 2019 in Review

1,383 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2019, worth a combined $21.1B — up 1.5% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new VNQ positions and 49 closed out — a net gain of 180 holders — while 572 added to existing stakes and 424 trimmed.

The largest buyer was First Quadrant, adding an estimated $78.7M. The largest seller was Citigroup, cutting an estimated $189M.

  • 1,383 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2019, up from 1,219 in Q3 2019.
  • Funds reported $21.1B of Vanguard Real Estate ETF stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 229 funds opened new Vanguard Real Estate ETF positions in Q4 2019 and 49 closed out, a net change of +180 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2019 was First Quadrant, an estimated $78.7M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2019 was Citigroup, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2019.