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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.05B -$210M -2,774,624 -17%
Creative Planning
2
Creative Planning
Kansas
$911M +$102M +1,350,174 +13%
Bank of America
3
Bank of America
North Carolina
$870M -$123M -1,623,679 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$804M +$775M +10,218,923 +72,117%
MTWSIF
5
Mivtachim The Workers Social Insurance Fund
Israel
$678M -$115M -1,521,800 -15%
JP Morgan Chase
6
JP Morgan Chase
New York
$568M -$14M -184,526 -2%
Morgan Stanley
7
Morgan Stanley
New York
$445M -$87.7M -1,157,324 -17%
PCA
8
Personal Capital Advisors
California
$415M +$36M +474,412 +10%
Wealthfront Advisers
9
Wealthfront Advisers
California
$379M +$15.1M +198,863 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$345M +$36.6M +482,342 +12%
US Bancorp
11
US Bancorp
Minnesota
$338M -$63.9M -842,889 -16%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$329M -$101M -1,333,066 -24%
Financial Engines Advisors
13
Financial Engines Advisors
California
$326M -$24.6M -325,071 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$263M -$20M -264,151 -7%
Prudential Financial
15
Prudential Financial
New Jersey
$252M +$133M +1,750,641 +120%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$245M +$2.13M +28,073 +0.9%
UBS Group
17
UBS Group
Switzerland
$245M -$28.2M -372,314 -11%
Goldman Sachs
18
Goldman Sachs
New York
$238M -$13.9M -182,986 -6%
AA
19
Acorns Advisers
California
$188M +$34.6M +456,834 +24%
PPA
20
Parametric Portfolio Associates
Washington
$155M +$1.37M +18,067 +0.9%
VU
21
Vanderbilt University
Tennessee
$153M +$1.44M +19,000 +1%
LM
22
Legg Mason
Maryland
$126M +$122M +1,605,898 New
UCFA
23
United Capital Financial Advisors
Texas
$119M -$7.54M -99,409 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$116M -$215M -2,838,478 -66%
LPL Financial
25
LPL Financial
California
$114M -$14.7M -193,832 -12%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.