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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
IA
601
IFG Advisory
Georgia
$848K -$30.4K -386 -3%
SYBT
602
Stock Yards Bank & Trust
Kentucky
$846K +$342K +4,345 +62%
EIP
603
Ellis Investment Partners
Pennsylvania
$846K +$895K +11,357 New
GT
604
Glenview Trust
Kentucky
$845K -$97.5K -1,238 -10%
PPP
605
Private Portfolio Partners
New Jersey
$844K +$892K +11,321 New
AAP
606
Arax Advisory Partners
Colorado
$837K -$37K -469 -4%
OCM
607
One Capital Management
California
$835K +$14.5K +184 +2%
DC
608
Davenport & Co
Virginia
$833K -$47.1K -598 -5%
CCM
609
Carlson Capital Management
Minnesota
$825K +$347K +4,404 +66%
GCA
610
Gradient Capital Advisors
California
$818K +$4.88K +62 +0.6%
AAS
611
Annex Advisory Services
Wisconsin
$811K -$70.6K -896 -8%
QCM
612
Quest Capital Management
Texas
$804K +$850K +10,785 New
FI
613
FormulaFolio Investments
Michigan
$803K
UOTTAIMCU
614
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$799K +$5.04K +64 +0.6%
PCP
615
Proficio Capital Partners
Massachusetts
$797K -$280K -3,553 -25%
MLM
616
Mount Lucas Management
Pennsylvania
$796K -$2.65M -33,641 -76%
CAMG
617
CWA Asset Management Group
Florida
$796K +$15.3K +194 +2%
SSP
618
Sapphire Star Partners
Washington
$795K +$315 +4 +0%
CCA
619
Cobblestone Capital Advisors
New York
$793K -$1.42M -18,025 -63%
CCP
620
Cardan Capital Partners
Colorado
$790K
HWA
621
Hillcrest Wealth Advisors
New Jersey
$790K +$835K +10,600 New
FSC
622
Full Sail Capital
Oklahoma
$788K +$833K +10,567 New
CHA
623
Cedar Hill Associates
Illinois
$787K
DC
624
DeDora Capital
California
$785K -$179K -2,267 -18%
BAM
625
Belpointe Asset Management
Nevada
$778K -$178K -2,255 -18%