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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
RCG
976
Ruggie Capital Group
Florida
$166K +$175K +2,224 New
AIM
977
Anchor Investment Management
South Carolina
$166K -$11.7K -149 -6%
JFGIW
978
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K -$480K -6,090 -73%
CWM
979
Cedar Wealth Management
California
$164K
CHC
980
City Holding Co
West Virginia
$160K -$4.02K -51 -2%
FMII
981
Farmers & Merchants Investments Inc
Nebraska
$160K +$31K +394 +22%
SBL
982
Sargent Bickham Lagudis
Colorado
$160K +$47.1K +598 +39%
BWP
983
Baldwin Wealth Partners
Massachusetts
$157K +$108K +1,373 +188%
CHP
984
Cable Hill Partners
Oregon
$154K
First Manhattan
985
First Manhattan
New York
$149K -$63K -800 -29%
GCM
986
Garland Capital Management
Washington
$149K +$158K +2,002 New
IFAM
987
Institutional & Family Asset Management
Colorado
$148K -$62.8K -797 -29%
FC
988
Ferris Capital
Massachusetts
$147K
BCP
989
Blue Chip Partners
Michigan
$139K -$4.57K -58 -3%
MA
990
MCF Advisors
Kentucky
$134K -$623K -7,910 -81%
WT
991
Whittier Trust
California
$132K -$192K -2,437 -58%
FCMT
992
Founders Capital Management (Texas)
Texas
$131K -$44.5K -565 -24%
AWM
993
AllSquare Wealth Management
New York
$131K +$83.9K +1,065 +153%
SFSG
994
Stearns Financial Services Group
North Carolina
$117K +$39.5K +502 +47%
FIB
995
First Interstate Bank
Montana
$116K -$29.5K -375 -19%
MFC
996
Miramar Fiduciary Corp
Nevada
$113K +$119K +1,513 New
CB
997
CNB Bank
Pennsylvania
$111K
VCM
998
Vigilant Capital Management
Maine
$111K
CB
999
Community Bank
New York
$110K
AF
1000
Allworth Financial
California
$108K -$130K -1,656 -53%