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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
PA
801
Paracle Advisors
Washington
$373K -$8.12K -103 -2%
WSFS
802
Wilmington Savings Fund Society
Delaware
$371K -$64.1K -813 -14%
H
803
HoyleCohen
California
$368K
FBFS
804
First Business Financial Services
Wisconsin
$367K +$388K +4,920 New
CAN
805
Claraphi Advisory Network
United States
$363K -$43.6K -553 -10%
RG
806
Renaissance Group
Kentucky
$362K -$31.9K -405 -8%
RWG
807
Regal Wealth Group
California
$359K -$8.04K -102 -2%
IWA
808
Inspirion Wealth Advisors
Illinois
$358K -$17.1K -217 -4%
MCM
809
Manchester Capital Management
Vermont
$358K
PWP
810
Personal Wealth Partners
Minnesota
$358K +$378K +4,803 New
CCM
811
CWH Capital Management
Washington
$355K
MIC
812
Meridian Investment Counsel
California
$355K
OAM
813
Oppenheimer Asset Management
New York
$355K +$3.62K +46 +1%
LS
814
Lattice Strategies
Pennsylvania
$354K +$11K +140 +3%
UFF
815
USA Financial Formulas
Michigan
$353K -$90.5K -1,149 -21%
CL
816
CIM LLC
New York
$353K +$13K +165 +4%
BWCS
817
Beirne Wealth Consulting Services
Connecticut
$353K +$373K +4,729 New
NPF
818
Norris Perne & French
Michigan
$350K
OSNBOA
819
Old Second National Bank of Aurora
Illinois
$350K +$51.5K +654 +16%
KFA
820
Kays Financial Advisory
Georgia
$347K +$17.3K +219 +5%
QCM
821
Quadrant Capital Management
New Jersey
$346K +$366K +4,645 New
RMCM
822
Reynders McVeigh Capital Management
Massachusetts
$343K +$394 +5 +0.1%
PTC
823
Philadelphia Trust Company
Pennsylvania
$342K -$136K -1,725 -27%
SWM
824
Stockman Wealth Management
Montana
$342K +$26K +330 +8%
AWM
825
Avitas Wealth Management
California
$341K +$17.5K +222 +5%