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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
JIC
576
Joel Isaacson & Co
New York
$290K +$4.16K +53 +2%
WPP
577
Whalerock Point Partners
Rhode Island
$286K -$9.02K -115 -3%
GWM
578
Greenwich Wealth Management
Connecticut
$281K
BCP
579
Blue Chip Partners
Michigan
$279K +$270K +3,442 New
GLRA
580
Gerald L. Ray & Associates
Texas
$274K
CC
581
Courier Capital
New York
$271K
BB
582
Bell Bank
North Dakota
$270K
AAM
583
Aureus Asset Management
Massachusetts
$262K +$254K +3,234 New
CPA
584
Court Place Advisors
Maryland
$261K -$3.92K -50 -2%
NI
585
Numeric Investors
Massachusetts
$259K -$31.4K -400 -11%
GCAC
586
Guardian Capital Advisors (Canada)
Ontario, Canada
$259K
LCP
587
Legacy Capital Partners
Wisconsin
$259K +$21K +268 +9%
RC
588
Roundview Capital
New Jersey
$258K
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$258K +$250K +3,186 New
NPF
590
Norris Perne & French
Michigan
$255K
WCM
591
Wisconsin Capital Management
Wisconsin
$253K
GG
592
Gofen & Glossberg
Illinois
$253K +$78 +1 +0%
NFG
593
Noven Financial Group
Colorado
$253K +$157 +2 +0.1%
CA
594
Cambridge Advisors
Nebraska
$252K +$244K +3,105 New
CW
595
Cabot-Wellington
Massachusetts
$250K
SCA
596
STALEY CAPITAL ADVISERS
Pennsylvania
$249K
DJSG
597
D.J. St. Germain
Massachusetts
$245K +$237K +3,025 New
SAM
598
Shamrock Asset Management
Texas
$244K +$2.75K +35 +1%
UR
599
USCA RIA
Texas
$244K +$8.71K +111 +4%
CNC
600
Citizens & Northern Corp
Pennsylvania
$243K