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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
HCM
701
Howland Capital Management
Massachusetts
$455K -$314K -3,760 -41%
YWP
702
YorkBridge Wealth Partners
New York
$449K +$49K +586 +12%
ACA
703
Anchor Capital Advisors
Massachusetts
$448K
LA
704
LVW Advisors
New York
$447K +$6.02K +72 +1%
LS
705
Lattice Strategies
Pennsylvania
$445K -$47.6K -570 -10%
JG
706
Jefferies Group
New York
$444K +$25.1K +300 +6%
BCP
707
Berkeley Capital Partners
Georgia
$440K -$57.1K -683 -11%
MWM
708
Modera Wealth Management
New Jersey
$436K -$7.1K -85 -2%
BCA
709
Bray Capital Advisors
Florida
$436K +$38.6K +462 +10%
NQWM
710
Northwest Quadrant Wealth Management
Oregon
$435K -$8.36K -100 -2%
WCWM
711
Wooster Corthell Wealth Management
Connecticut
$434K
TFCP
712
Twin Focus Capital Partners
Massachusetts
$430K +$1.67K +20 +0.4%
ITIM
713
Indiana Trust & Investment Management
Indiana
$428K
MFS
714
McNamara Financial Services
Massachusetts
$427K -$16.1K -193 -4%
AP
715
Atwood & Palmer
Missouri
$424K -$16.7K -200 -4%
AA
716
AlphaMark Advisors
Kentucky
$423K -$29.2K -350 -6%
1IA
717
1834 Investment Advisors
Wisconsin
$422K +$42.1K +504 +11%
PFBT
718
Parkside Financial Bank & Trust
Missouri
$420K -$194K -2,324 -31%
CFA
719
Capstone Financial Advisors
Illinois
$416K -$6.85K -82 -2%
Franklin Resources
720
Franklin Resources
California
$416K
CSIC
721
Clifford Swan Investment Counsel
California
$412K -$297K -3,558 -42%
IIC
722
Integrated Investment Consultants
Michigan
$410K
WA
723
WBH Advisory
Maryland
$403K -$28.8K -345 -7%
SYBT
724
Stock Yards Bank & Trust
Kentucky
$402K +$100K +1,201 +33%
VHAM
725
Van Hulzen Asset Management
California
$402K +$404K +4,833 New