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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
JA
726
JVL Associates
Michigan
$508K +$536K +6,809 New
ISL
727
Ingalls & Snyder LLC
New York
$503K -$203K -2,581 -28%
SC
728
Solstein Capital
California
$503K +$266K +3,370 +100%
SAM
729
Summit Asset Management
Tennessee
$494K -$14.7K -187 -3%
WF
730
WealthTrust Fairport
Ohio
$493K -$12.5K -159 -2%
WP
731
WealthShield Partners
North Carolina
$491K -$9.53K -121 -2%
PCM
732
Parsons Capital Management
Rhode Island
$491K +$73.3K +930 +16%
DI
733
DFPG Investments
Utah
$491K +$519K +6,587 New
BC
734
Brio Consultants
California
$488K +$515K +6,541 New
FA
735
FCG Advisors
New Jersey
$483K -$12.6K -160 -2%
CCA
736
Clearwater Capital Advisors
Illinois
$482K -$5.2K -66 -1%
BA
737
Bristlecone Advisors
Washington
$482K +$79 +1 +0%
ANTB
738
AMG National Trust Bank
Colorado
$481K
CC
739
Cypress Capital
Tennessee
$479K +$506K +6,418 New
BWP
740
Bernardo Wealth Planning
Pennsylvania
$477K +$503K +6,390 New
Luther King Capital Management (LKCM)
741
Luther King Capital Management (LKCM)
Texas
$476K +$6.07K +77 +1%
FMW
742
Farr Miller & Washington
District of Columbia
$470K -$152K -1,933 -23%
GG
743
Gofen & Glossberg
Illinois
$469K -$10.7K -136 -2%
BCM
744
Boltwood Capital Management
California
$463K -$7.88K -100 -2%
MSAM
745
Moloney Securities Asset Management
Missouri
$461K +$59.4K +754 +14%
SPL
746
Smart Portfolios LLC
Washington
$460K -$114K -1,453 -19%
PMG
747
Private Management Group
California
$457K +$2.21K +28 +0.5%
HCM
748
Howland Capital Management
Massachusetts
$452K +$13.2K +167 +3%
MC
749
Muzinich & Co
New York
$447K +$473K +6,000 New
SP
750
SWS Partners
Ohio
$445K -$43.8K -556 -9%