We are live on ! Find out more
VNQ icon

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
JPG
251
Jordan Park Group
California
$5.4M +$1.19M +15,147 +26%
CASB
252
Cape Ann Savings Bank
Massachusetts
$5.4M -$99.5K -1,263 -2%
REMS
253
Real Estate Management Services
$5.29M +$5.59M +70,900 New
AAS
254
Avantax Advisory Services
Texas
$5.24M +$5.53M +70,141 New
CFA
255
Cahill Financial Advisors
Minnesota
$5.19M +$72.5K +920 +1%
EC
256
Estate Counselors
Wisconsin
$5.17M +$1.34M +17,030 +33%
EAM
257
Evanson Asset Management
California
$5.14M +$496K +6,300 +10%
ABC
258
Associated Banc-Corp
Wisconsin
$5.12M +$6.7K +85 +0.1%
SG Americas Securities
259
SG Americas Securities
New York
$5.09M +$1.07M +13,596 +25%
FHA
260
First Horizon Advisors
Tennessee
$5.06M -$45.7K -580 -0.8%
VFA
261
Voya Financial Advisors
Connecticut
$5.05M -$208K -2,641 -4%
CAN
262
Cetera Advisor Networks
California
$5.05M -$679K -8,618 -11%
PCG
263
Private Capital Group
Connecticut
$5.04M +$62.9K +799 +1%
UBG
264
United Bank (Georgia)
Georgia
$5.03M -$357K -4,533 -6%
KA
265
Klingman & Associates
New York
$5.03M -$62.6K -795 -1%
HMC
266
Higher Moment Capital
Massachusetts
$5.02M +$4.02M +51,050 +313%
I
267
INVST
Indiana
$4.96M +$5.24M +66,486 New
FNC
268
First National Corp
Massachusetts
$4.93M +$5.21M +66,121 New
FGC
269
Financial Gravity Companies
Texas
$4.77M +$4.53M +57,543 New
MAFM
270
Mid Atlantic Financial Management
Pennsylvania
$4.76M +$5.03M +63,791 New
FHB
271
First Hawaiian Bank
Hawaii
$4.64M -$224K -2,843 -4%
EWM
272
Executive Wealth Management
Michigan
$4.62M +$4.88M +61,909 New
Brown Advisory
273
Brown Advisory
Maryland
$4.53M -$208K -2,645 -4%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$4.49M +$89.3K +1,133 +2%
SFPM
275
Sensible Financial Planning & Management
Massachusetts
$4.49M -$18.6K -236 -0.4%