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Vanguard Real Estate ETF

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 177

27% more funds holding in top 10

Funds holding in top 10: 97123 (+26)

18% more funds holding

Funds holding: 609717 (+108)

16% more capital invested

Capital invested by funds: $13.4B → $15.6B (+$2.2B)

0.1% more ownership

Funds ownership: 57.47%57.58% (+0.1%)

87% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $127M

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.13%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
226
Millennium Management
New York
$5.36M +$57.3K +731 +1%
LIM
227
Leavell Investment Management
Alabama
$5.34M +$668K +8,520 +15%
PA
228
Pinnacle Associates
New York
$5.28M +$83K +1,058 +2%
NCM
229
Neumann Capital Management
California
$5.26M +$5.1M +64,971 New
FHA
230
First Horizon Advisors
Tennessee
$5.23M +$390K +4,971 +8%
N
231
Natixis
France
$5.15M -$1.1M -14,000 -18%
LS
232
Lattice Strategies
Pennsylvania
$5.09M -$120K -1,528 -2%
UBS AM
233
UBS AM
Illinois
$5.04M +$788K +10,050 +19%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$4.94M +$269K +3,426 +6%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$4.87M +$7.61K +97 +0.2%
TCM
236
Twin Capital Management
Pennsylvania
$4.79M -$166K -2,110 -3%
MC
237
Miles Capital
Iowa
$4.79M -$46.9K -598 -1%
IFWM
238
Institute for Wealth Management
Colorado
$4.71M -$1.54M -19,643 -25%
AAM
239
Autus Asset Management
Arizona
$4.7M +$131K +1,674 +3%
SFPM
240
Sensible Financial Planning & Management
Massachusetts
$4.69M -$303K -3,857 -6%
RW
241
Rand Wealth
Maryland
$4.65M -$490K -6,243 -11%
CFA
242
Camarda Financial Advisors
Florida
$4.64M +$125K +1,597 +3%
PFA
243
Paradigm Financial Advisors
Missouri
$4.55M +$73.4K +936 +2%
Brown Advisory
244
Brown Advisory
Maryland
$4.49M +$435K +5,540 +11%
AL
245
Aspiriant LLC
California
$4.47M -$50.6K -645 -1%
State of Wisconsin Investment Board
246
State of Wisconsin Investment Board
Wisconsin
$4.37M +$78.5K +1,000 +2%
DA
247
DSC Advisors
Illinois
$4.3M +$4.16M +53,060 New
California Public Employees Retirement System
248
California Public Employees Retirement System
California
$4.28M +$3.79M +48,300 New
NL
249
NWAM LLC
Washington
$4.2M -$516K -6,571 -11%
TFA
250
Toth Financial Advisory
Virginia
$4.19M +$183K +2,328 +5%