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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
NCM
876
Nelson Capital Management
California
$122K -$4.26K -51 -3%
PWM
877
Perigon Wealth Management
California
$122K -$3.34K -40 -3%
FMII
878
Farmers & Merchants Investments Inc
Nebraska
$121K
LC
879
Landaas & Company
Wisconsin
$121K +$122K +1,462 New
AIM
880
Anchor Investment Management
South Carolina
$120K +$104K +1,241 +621%
NSIM
881
North Star Investment Management
Illinois
$110K -$5.1K -61 -4%
SHJ
882
Sharkey, Howes & Javer
Colorado
$107K +$84 +1 +0.1%
VFA
883
Valeo Financial Advisors
Indiana
$104K +$105K +1,257 New
BWA
884
BDO Wealth Advisors
Florida
$102K -$72.4K -867 -41%
DBT
885
Dubuque Bank & Trust
Iowa
$100K +$55.2K +661 +121%
AIM
886
Arcadia Investment Management
Michigan
$98K
BGC
887
Blue Granite Capital
South Carolina
$97K -$29K -347 -23%
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$95K +$95.5K +1,143 New
RFA
889
Reilly Financial Advisors
California
$88K
HI
890
Hudock Inc
Pennsylvania
$86K
AWM
891
AllSquare Wealth Management
New York
$83K -$53.1K -636 -39%
WAM
892
Watermark Asset Management
California
$76K -$22.5K -269 -23%
RFS
893
Rockefeller Financial Services
New York
$74K
MSFP
894
Mark Sheptoff Financial Planning
Connecticut
$73K -$2.84K -34 -4%
JCM
895
Jacobi Capital Management
Pennsylvania
$70K +$3.59K +43 +5%
FMTCOCP
896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67.7K
FWM
897
Focused Wealth Management
New York
$67K -$12.5K -150 -16%
CFA
898
Camarda Financial Advisors
Florida
$67K
ATC
899
Adirondack Trust Company
New York
$67K +$8.36K +100 +14%
CBT
900
Capital Bank & Trust
California
$66K +$66.8K +800 New