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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
BBA
151
BLB&B Advisors
Pennsylvania
$10.9M +$178K +2,264 +2%
MAS
152
Managed Account Services
Florida
$10.9M -$150K -1,900 -1%
PFC
153
Personal Financial Consultants
California
$10.7M -$1.07M -13,602 -9%
TC
154
Trilogy Capital
California
$10.7M -$594K -7,544 -5%
VCM
155
Vision Capital Management
Oregon
$10.6M +$111K +1,403 +1%
MML Investors Services
156
MML Investors Services
Massachusetts
$10.5M -$6.38M -80,975 -36%
PCFFS
157
Pacific Center for Financial Services
California
$10.5M +$130K +1,655 +1%
RCA
158
Rowland Carmichael Advisors
Arizona
$10.5M +$9.73M +123,497 +706%
B
159
Bailard
California
$10.2M +$314K +3,989 +3%
LWM
160
Liberty Wealth Management
California
$10.1M +$10.7M +135,884 New
SAS
161
Stelac Advisory Services
New York
$10.1M -$5.29M -67,154 -34%
AF
162
Ally Financial
Michigan
$10.1M
BOS
163
Bingham Osborn & Scarborough
California
$10M -$2.58M -32,795 -20%
CL
164
Choreo LLC
Illinois
$9.97M -$3.37M -42,740 -24%
GC
165
Gilbert & Cook
Iowa
$9.79M +$195K +2,476 +2%
CAG
166
Crestwood Advisors Group
Massachusetts
$9.73M +$2.36K +30 +0%
Citigroup
167
Citigroup
New York
$9.72M -$2.29M -29,093 -18%
FMC
168
First Merchants Corp
Indiana
$9.67M -$210K -2,670 -2%
BTS
169
BB&T Securities
Virginia
$9.62M -$1.15M -14,628 -10%
EPM
170
Elm Partners Management
Pennsylvania
$9.53M +$10.1M +128,200 New
Citadel Advisors
171
Citadel Advisors
Florida
$9.49M +$690K +8,763 +7%
MIM
172
MetLife Investment Management
New Jersey
$9.43M -$1.09M -13,800 -10%
NA
173
NextCapital Advisers
Illinois
$9.34M +$2.39M +30,374 +32%
AAM
174
Autus Asset Management
Arizona
$9.32M +$13.9K +176 +0.1%
HW
175
Hancock Whitney
Mississippi
$9.24M +$1.79M +22,697 +22%