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Vanguard Real Estate ETF

615 hedge funds and large institutions have $14B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 157 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+28
Holders Change %
+4.77%
% of All Funds
17.69%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.82%
New
55
Increased
315
Reduced
157
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
401
INR Advisory Services
Pennsylvania
$573K -$396K -5,289 -41%
FNBT
402
FineMark National Bank & Trust
Florida
$562K +$66.8K +893 +13%
WS
403
Wedbush Securities
California
$554K +$554K +7,406 New
MCM
404
Munder Capital Management
Michigan
$551K
IT
405
Investors Trust
Texas
$545K -$53.3K -712 -9%
SWM
406
SVA Wealth Management
Wisconsin
$542K +$280K +3,742 +107%
PCTC
407
Perkins Coie Trust Company
Washington
$534K -$31.4K -420 -6%
BCA
408
Benchmark Capital Advisors
New York
$529K
KFP
409
Keystone Financial Planning
Ohio
$518K
SSWM
410
Sheets Smith Wealth Management
North Carolina
$517K +$2.24K +30 +0.4%
BJL
411
Brighton Jones LLC
Washington
$516K +$150 +2 +0%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$514K -$810K -10,825 -61%
SF
413
Synovus Financial
Georgia
$507K +$225 +3 +0%
ACI
414
Alpha Cubed Investments
California
$504K +$7.63K +102 +2%
FANJ
415
Financial Architects (New Jersey)
New Jersey
$499K +$8.38K +112 +2%
JIC
416
Johnson Investment Counsel
Ohio
$492K +$149K +1,996 +44%
BC
417
Burney Company
Virginia
$488K
PJSIMP
418
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K -$78.5K -1,050 -14%
SFT
419
Simmons First Trust
Arkansas
$483K +$483K +6,448 New
HIS
420
Horizon Investment Services
Indiana
$477K +$67.1K +896 +16%
BCM
421
Boltwood Capital Management
California
$475K
MCM
422
MAI Capital Management
Ohio
$464K
SNT
423
Security National Trust
West Virginia
$460K +$48.6K +650 +12%
WSFS
424
Wilmington Savings Fund Society
Delaware
$456K -$45.5K -608 -9%
SWP
425
Stratos Wealth Partners
Ohio
$446K +$446K +5,963 New