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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
EWA
1001
ERTS Wealth Advisors
Michigan
$107K +$113K +1,438 New
IIM
1002
Ipswich Investment Management
Massachusetts
$106K +$112K +1,416 New
CTC
1003
Central Trust Company
Missouri
$105K -$16.7K -212 -13%
S
1004
SignatureFD
Georgia
$104K +$56.3K +715 +106%
BCWM
1005
Bartlett & Co Wealth Management
Ohio
$98.4K +$5.51K +70 +6%
BC
1006
Bartlett & Co
Ohio
$98K +$5.51K +70 +6%
LFA
1007
Legacy Financial Advisors
Kentucky
$95K
NSIM
1008
North Star Investment Management
Illinois
$94K +$867 +11 +0.9%
WEC
1009
Winslow Evans & Crocker
Massachusetts
$90K +$90.6K +1,150 +2,738%
WCM
1010
Whitener Capital Management
North Carolina
$88K
HIIFS
1011
Harel Insurance Investments & Financial Services
Israel
$86K
DOA
1012
D'Orazio & Associates
Virginia
$86K +$7.88K +100 +9%
AIM
1013
Advantage Investment Management
Iowa
$83K -$7.96K -101 -8%
TCM
1014
TD Capital Management
Tennessee
$78K +$1.97K +25 +2%
SMG
1015
Spectrum Management Group
Indiana
$73K
JCM
1016
Julex Capital Management
Massachusetts
$69K +$73K +927 New
CWA
1017
Clarus Wealth Advisors
Arizona
$67K +$315 +4 +0.4%
SGS
1018
Sterling Global Strategies
California
$66.5K -$5.59M -70,907 -99%
MSFP
1019
Mark Sheptoff Financial Planning
Connecticut
$65K
Rockefeller Capital Management
1020
Rockefeller Capital Management
New York
$64K -$3.23K -41 -5%
ACS
1021
Archford Capital Strategies
Illinois
$63K
MWC
1022
MBM Wealth Consultants
Missouri
$62K +$65.8K +835 New
POIA
1023
Pin Oak Investment Advisors
Texas
$61K
ATC
1024
Adirondack Trust Company
New York
$60K
AIM
1025
Arcadia Investment Management
Michigan
$60K