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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
MFS
751
McNamara Financial Services
Massachusetts
$445K
KCM
752
Kornitzer Capital Management
Kansas
$444K +$15.6K +198 +3%
SC
753
SouthState Corp
Florida
$443K -$176K -2,235 -27%
MOS
754
MGO One Seven
Ohio
$443K +$77.1K +979 +20%
SWM
755
Sanctuary Wealth Management
Idaho
$441K +$254K +3,228 +120%
TWM
756
TLW Wealth Management
Florida
$441K +$466K +5,909 New
WTB
757
Washington Trust Bank
Washington
$440K -$45.6K -579 -9%
BCWM
758
Blue Chip Wealth Management
Florida
$439K -$22.4K -284 -5%
AW
759
ACG Wealth
Georgia
$438K +$151K +1,922 +49%
AWP
760
Ascent Wealth Partners
New York
$435K -$25.3K -321 -5%
MWM
761
Modera Wealth Management
New Jersey
$435K -$10.6K -135 -2%
SNT
762
Security National Trust
West Virginia
$435K -$8.82K -112 -2%
KFP
763
Keystone Financial Planning
Ohio
$435K
FNFDCM
764
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$434K +$60.3K +765 +15%
OA
765
Oxbow Advisors
Texas
$430K -$12.2K -155 -3%
FIM
766
Fernwood Investment Management
Massachusetts
$430K +$124K +1,576 +38%
CA
767
Calton & Associates
Florida
$428K +$473 +6 +0.1%
CCG
768
Cypress Capital Group
Florida
$424K +$48.5K +615 +12%
CAM
769
Cozad Asset Management
Illinois
$423K
ADL
770
Asset Dedication LLC
California
$420K -$163K -2,075 -27%
IWM
771
IHT Wealth Management
Illinois
$420K +$630 +8 +0.1%
FNBSF
772
First National Bank Sioux Falls
South Dakota
$420K +$2.05K +26 +0.5%
DWA
773
Dougherty Wealth Advisers
Minnesota
$419K +$393K +4,982 New
WCM
774
Windham Capital Management
Massachusetts
$418K +$29.1K +370 +7%
ACP
775
Aveo Capital Partners
Colorado
$416K -$13.4K -170 -3%