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Vanguard Real Estate ETF

943 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 422 increasing their positions, 342 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

23% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 342

1% more funds holding

Funds holding: 931943 (+12)

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$152M)

0.8% more ownership

Funds ownership: 55.23%56.03% (+0.8%)

4% less funds holding in top 10

Funds holding in top 10: 125120 (-5)

58% less call options, than puts

Call options by funds: $198M | Put options by funds: $470M

Holders
943
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
23.51%
Holding in Top 10
120
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4%
% of All Funds
2.99%
New
61
Increased
422
Reduced
342
Closed
42
Calls
$198M
Puts
$470M
Net Calls
-$272M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$3.67M -$425K -5,084 -10%
NFG
302
NewFocus Financial Group
Washington
$3.65M -$9.41M -112,662 -72%
FAT
303
First American Trust
California
$3.62M +$476K +5,700 +15%
GP
304
Girard Partners
Pennsylvania
$3.6M +$358K +4,281 +11%
WI
305
WrapManager Inc
California
$3.48M +$196K +2,341 +6%
TAT
306
TD Ameritrade Trust
Colorado
$3.44M -$2.02M -24,229 -37%
JWA
307
JFS Wealth Advisors
Pennsylvania
$3.37M +$593K +7,097 +21%
VM
308
VPR Management
Texas
$3.35M
FPFS
309
First Personal Financial Services
North Carolina
$3.31M -$12.4K -149 -0.4%
RW
310
Rand Wealth
Maryland
$3.27M +$33.5K +401 +1%
CWM
311
Cornerstone Wealth Management
Missouri
$3.27M +$8.94K +107 +0.3%
LFG
312
LifePlan Financial Group
Ohio
$3.26M +$75.6K +905 +2%
DJSG
313
D.J. St. Germain
Massachusetts
$3.26M +$281K +3,361 +9%
DG
314
Davidson & Garrard
Virginia
$3.25M -$49K -587 -1%
SWM
315
SVA Wealth Management
Wisconsin
$3.25M -$88.7K -1,062 -3%
KF
316
Krilogy Financial
Missouri
$3.22M +$44.1K +528 +1%
PP
317
PagnatoKarp Partners
Virginia
$3.2M +$43.9K +525 +1%
HA
318
Harfst & Associates
Wyoming
$3.19M -$42.1K -504 -1%
Invesco
319
Invesco
Georgia
$3.18M +$151K +1,809 +5%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$3.16M +$259K +3,098 +9%
Mitsubishi UFJ Trust & Banking
321
Mitsubishi UFJ Trust & Banking
Japan
$3.16M +$3.18M +38,000 New
FCIM
322
Fairview Capital Investment Management
California
$3.15M +$251K +3,000 +9%
PO
323
Private Ocean
California
$3.12M +$27.2K +326 +0.9%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$3.1M +$1M +12,003 +47%
MIAN
325
Mariner Independent Advisor Network
Kansas
$3.09M +$250K +2,990 +9%