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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 %
NA
326
NewEdge Advisors
Louisiana
$5.8M -$121K -1,394 -2%
SWIG
327
Strategic Wealth Investment Group
Kentucky
$5.8M +$565K +6,394 +11%
JWM
328
JFG Wealth Management
Colorado
$5.78M -$1.62M -18,381 -22%
SIA
329
Soltis Investment Advisors
Utah
$5.74M -$508K -5,748 -8%
WT
330
Whittier Trust
California
$5.73M -$2.29M -25,938 -29%
FF
331
Financial Futures
New Jersey
$5.71M +$67.9K +768 +1%
PWM
332
Perigon Wealth Management
California
$5.71M -$9.49M -107,446 -62%
LWP
333
LMG Wealth Partners
Louisiana
$5.7M +$67.9K +768 +1%
NAM
334
Nissay Asset Management
Japan
$5.7M -$837K -9,467 -13%
Millennium Management
335
Millennium Management
New York
$5.67M -$35.4M -400,862 -86%
ACG
336
Allen Capital Group
Nebraska
$5.66M +$247K +2,800 +5%
EWA
337
Evolution Wealth Advisors
Florida
$5.66M -$24.3K -275 -0.4%
WFA
338
WestHill Financial Advisors
California
$5.65M +$31.3K +354 +0.6%
DAS
339
Dynamic Advisor Solutions
Arizona
$5.64M +$26.8K +310 +0.5%
AP
340
Agilis Partners
Massachusetts
$5.64M -$759K -8,592 -12%
MAM
341
Marotta Asset Management
Virginia
$5.63M -$334K -3,775 -6%
CFA
342
Cahill Financial Advisors
Minnesota
$5.62M -$31.8K -360 -0.6%
CAM
343
Cresset Asset Management
Illinois
$5.59M -$1.63M -18,432 -23%
TFF
344
The Family Firm
Maryland
$5.56M +$37.9K +429 +0.7%
CA
345
Cetera Advisors
Colorado
$5.47M -$171K -1,930 -3%
JAG
346
Journey Advisory Group
Kentucky
$5.46M +$363K +4,112 +7%
SWM
347
Sterling Wealth Management
Illinois
$5.46M +$5.46M +61,743 New
KWM
348
Kingsview Wealth Management
Oregon
$5.45M -$92.4K -1,046 -2%
RIA
349
Regal Investment Advisors
Michigan
$5.45M +$62.9K +712 +1%
WIC
350
Whitegate Investment Counselors
New Hampshire
$5.43M +$23.1K +261 +0.4%