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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
BWM
726
BerganKDV Wealth Management
Minnesota
$399K +$32.3K +387 +9%
AF
727
Allworth Financial
California
$398K -$18K -216 -4%
ECM
728
Elgethun Capital Management
South Dakota
$398K +$142K +1,697 +55%
SFA
729
Sequoia Financial Advisors
Ohio
$396K -$13K -155 -3%
MIC
730
Meridian Investment Counsel
California
$396K
BCM
731
Brookmont Capital Management
Texas
$395K +$95.9K +1,148 +32%
IUHSA
732
Itau Unibanco Holding S.A.
Brazil
$394K -$41.8K -500 -25%
CIR
733
Clear Investment Research
Georgia
$393K +$16.6K +199 +4%
BB
734
Busey Bank
Illinois
$386K +$62.3K +745 +19%
BF
735
Blankinship & Foster
California
$385K +$3.84K +46 +1%
CCMG
736
Clark Capital Management Group
Pennsylvania
$376K +$378K +4,525 New
NPF
737
Norris Perne & French
Michigan
$374K
SKK
738
Shepherd Kaplan Krochuk
Massachusetts
$374K
RMDI
739
R.M. Davis Inc
Maine
$374K +$376K +4,503 New
BCA
740
Benchmark Capital Advisors
New York
$371K +$12.5K +150 +3%
JIC
741
Joel Isaacson & Co
New York
$369K -$78.3K -937 -17%
RPGK
742
Retirement Planning Group (Kansas)
Kansas
$369K -$14.5K -173 -4%
IP
743
Intellectus Partners
California
$368K +$119K +1,419 +47%
WAM
744
Weatherly Asset Management
California
$364K -$42.2K -505 -10%
TCM
745
Traynor Capital Management
Pennsylvania
$361K +$18.8K +225 +5%
PAS
746
Professional Advisory Services
Florida
$360K
OC
747
Oakworth Capital
Alabama
$360K +$6.68K +80 +2%
FNBT
748
FineMark National Bank & Trust
Florida
$358K -$79.5K -952 -18%
BSWM
749
Boston Standard Wealth Management
Massachusetts
$357K -$96K -1,149 -19%
GG
750
Gofen & Glossberg
Illinois
$357K -$53.5K -640 -13%