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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
SMFS
951
Squar Milner Financial Services
California
$212K
CC
952
Courier Capital
New York
$210K
TC
953
TownSquare Capital
Utah
$210K +$199K +2,520 New
TFCP
954
Twin Focus Capital Partners
Massachusetts
$209K -$291K -3,699 -57%
FPCP
955
Fort Point Capital Partners
California
$209K +$21.1K +268 +11%
OMC
956
Old Mission Capital
Illinois
$209K +$221K +2,800 New
MCIA
957
Mountain Capital Investment Advisors
Colorado
$208K -$20.4K -259 -9%
MC
958
Moors & Cabot
Massachusetts
$207K -$18.2K -231 -8%
QCMC
959
Quantum Capital Management (California)
California
$206K -$1.1K -14 -0.5%
MWM
960
Mascoma Wealth Management
New Hampshire
$205K +$10.2K +130 +5%
SFWA
961
Summit Financial Wealth Advisors
Louisiana
$203K -$128K -1,619 -37%
GLLW
962
Graves Light Lenhart Wealth
Virginia
$203K +$215K +2,727 New
PR
963
Payden & Rygel
California
$201K +$190K +2,410 +861%
B
964
Bridgeworth
Alabama
$200K +$211K +2,680 New
TL
965
TrueWealth LLC
Georgia
$199K +$158 +2 +0.1%
W
966
WealthOne
New York
$194K +$205K +2,608 New
HDIM
967
Hanson & Doremus Investment Management
Vermont
$193K -$93.9K -1,192 -31%
TFO
968
Tarbox Family Office
California
$191K
SWP
969
Strategic Wealth Partners
Ohio
$189K -$20.5K -260 -10%
LFASL
970
Lugano Financial Advisors SA (LFA)
Switzerland
$186K
BRC
971
Bell Rock Capital
Delaware
$184K -$158 -2 -0.1%
SFSIG
972
San Francisco Sentry Investment Group
California
$176K -$161K -2,044 -46%
CFA
973
Carroll Financial Associates
North Carolina
$174K -$49.9K -633 -21%
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$172K +$39.4K +500 +28%
KPW
975
Kore Private Wealth
New York
$172K +$182K +2,312 New