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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
WSTAM
501
Wilbanks Smith & Thomas Asset Management
Virginia
$509K +$54.5K +695 +12%
ACP
502
Ashfield Capital Partners
California
$506K +$24.3K +310 +5%
BCA
503
Benchmark Capital Advisors
New York
$504K +$3.92K +50 +0.8%
KL
504
KWMG LLC
Kansas
$497K +$461K +5,878 New
SNT
505
Security National Trust
West Virginia
$494K
WSFS
506
Wilmington Savings Fund Society
Delaware
$488K -$5.88K -75 -1%
BAS
507
Brown Advisory Securities
Maryland
$487K +$114K +1,450 +32%
AIM
508
Advantage Investment Management
Iowa
$485K +$470K +5,991 New
CAPTRUST Financial Advisors
509
CAPTRUST Financial Advisors
North Carolina
$482K -$86.5K -1,103 -16%
MNA
510
Manning & Napier Advisors
New York
$480K
SFM
511
Signet Financial Management
New Jersey
$480K +$465K +5,927 New
PJSIMP
512
P.J. Schmidt Investment Management (PJS)
Wisconsin
$478K -$11.8K -150 -2%
ADBIC
513
A.D. Beadell Investment Counsel
Wisconsin
$477K
BB
514
Busey Bank
Illinois
$472K +$54K +688 +13%
TIM
515
Tortoise Investment Management
New York
$468K -$628 -8 -0.1%
CCM
516
Covington Capital Management
California
$468K +$54.7K +697 +14%
CSIA
517
Charles Schwab Investment Advisory
California
$466K +$452K +5,756 New
DDC
518
DF Dent & Co
Maryland
$458K
RT
519
Reliance Trust
Georgia
$457K +$111K +1,416 +34%
OCM
520
One Capital Management
California
$456K +$85.4K +1,089 +24%
DWM
521
Destination Wealth Management
California
$455K -$31.8K -405 -7%
LA
522
LVW Advisors
New York
$453K +$439K +5,598 New
SCM
523
SOL Capital Management
Maryland
$448K +$157K +1,995 +56%
FPTW
524
Franklin, Parlapiano, Turner & Welch
Texas
$447K
SKK
525
Shepherd Kaplan Krochuk
Massachusetts
$446K