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Vanguard Real Estate ETF

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Shares
Change %
DW
251
Dodds Wealth
Colorado
$8.04M +$8.04M +90,970 New
MWM
252
Magnolia Wealth Management
Alabama
$8.03M +$947K +10,714 +13%
CTB
253
Country Trust Bank
Illinois
$7.99M +$1.4M +15,885 +21%
WFP
254
Wrenne Financial Planning
Kentucky
$7.94M +$7.94M +89,816 New
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$7.86M +$520K +5,884 +7%
FNC
256
First National Corp
Massachusetts
$7.83M -$1.96M -22,180 -20%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$7.81M -$1.19M -13,465 -13%
AWM
258
Avior Wealth Management
Nebraska
$7.78M -$981K -11,116 -11%
Macquarie Group
259
Macquarie Group
Australia
$7.69M +$7.63M +86,312 +12,582%
FWM
260
FFT Wealth Management
Pennsylvania
$7.62M +$102K +1,152 +1%
Man Group
261
Man Group
United Kingdom
$7.54M +$7.54M +85,345 New
FCH
262
Freestone Capital Holdings
Washington
$7.47M +$6.99M +79,071 +1,441%
BWG
263
Balanced Wealth Group
Ohio
$7.45M +$7.45M +84,291 New
SW
264
SVB Wealth
Massachusetts
$7.37M +$2.3M +26,037 +45%
GGS
265
Galvin Gaustad & Stein
Arizona
$7.35M -$265K -2,994 -3%
UBS AM
266
UBS AM
Illinois
$7.33M -$1.04M -11,825 -12%
FT
267
Fiduciary Trust
Massachusetts
$7.27M +$22.6K +256 +0.3%
UB
268
UMB Bank
Missouri
$7.25M -$134K -1,512 -2%
PFP
269
Pinnacle Financial Partners
Tennessee
$7.2M +$253K +2,862 +4%
HIA
270
Harbor Investment Advisory
Maryland
$7.19M +$341K +3,859 +5%
QS
271
Quantitative Strategies
California
$7.11M +$227K +2,574 +3%
PA
272
Parkside Advisors
California
$7.08M -$767K -8,682 -10%
AA
273
Atmos Advisory
Pennsylvania
$7.08M -$10.1K -114 -0.1%
SOAG
274
Silver Oak Advisory Group
Oregon
$7.04M +$141K +1,591 +2%
FIM
275
Freedom Investment Management
Connecticut
$7.01M -$784K -8,871 -10%