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Vanguard Real Estate ETF

1,118 hedge funds and large institutions have $16B invested in Vanguard Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 382 increasing their positions, 455 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 76

15% more funds holding in top 10

Funds holding in top 10: 106122 (+16)

8% more funds holding

Funds holding: 1,0351,118 (+83)

2.89% less ownership

Funds ownership: 60.49%57.6% (-2.9%)

16% less capital invested

Capital invested by funds: $19.1B → $16B (-$3.03B)

16% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 455

88% less call options, than puts

Call options by funds: $169M | Put options by funds: $1.44B

Holders
1,118
Holders Change
+83
Holders Change %
+8.02%
% of All Funds
24.91%
Holding in Top 10
122
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.09%
% of All Funds
2.72%
New
170
Increased
382
Reduced
455
Closed
76
Calls
$169M
Puts
$1.44B
Net Calls
-$1.27B
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
226
Capital Advisors Inc
Oklahoma
$6.33M +$5.03M +63,817 +304%
LFA
227
Landmark Financial Advisors
Kentucky
$6.31M +$58.7K +745 +0.9%
SB
228
Simmons Bank
Arkansas
$6.28M -$545K -6,914 -8%
TK
229
TIAA Kaspick
Massachusetts
$6.22M +$6.57M +83,421 New
RFC
230
Regions Financial Corp
Alabama
$6.14M -$16.8K -213 -0.3%
GAM
231
Gould Asset Management
California
$6.13M -$738K -9,365 -10%
TRCT
232
Tower Research Capital (TRC)
New York
$6.12M +$6.38M +80,977 +7,362%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$6.1M +$531K +6,738 +9%
AC
234
Alexandria Capital
Virginia
$6.09M +$387K +4,916 +6%
PFM
235
Peak Financial Management
Massachusetts
$6.05M -$402K -5,099 -6%
BMM
236
Buffington Mohr McNeal
Idaho
$6.04M -$8.19K -104 -0.1%
UBS AM
237
UBS AM
Illinois
$6.03M -$1.29M -16,319 -17%
SRSA
238
S.R. Schill & Associates
Washington
$5.99M +$122K +1,548 +2%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$5.97M -$302K -3,833 -5%
NCM
240
Neumann Capital Management
California
$5.96M -$507K -6,437 -7%
WA
241
WealthTrust-Arizona
Arizona
$5.92M -$290K -3,678 -4%
GW
242
GW & Wade
Massachusetts
$5.87M +$185K +2,351 +3%
BRWM
243
B. Riley Wealth Management
Tennessee
$5.79M +$84.5K +1,073 +1%
MA
244
MUFG Americas
New York
$5.78M +$1.05M +13,356 +21%
AWM
245
Avior Wealth Management
Nebraska
$5.74M +$55.3K +702 +0.9%
KCM
246
Kanawha Capital Management
Virginia
$5.7M +$155K +1,970 +3%
IFA
247
Interactive Financial Advisors
Illinois
$5.7M -$401K -5,086 -6%
CTB
248
Country Trust Bank
Illinois
$5.69M +$5.2K +66 +0.1%
OFG
249
Omega Financial Group
California
$5.5M +$5.81M +73,770 New
FM
250
Foster & Motley
Ohio
$5.45M +$18.1K +230 +0.3%