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Vanguard Real Estate ETF

1,620 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,620
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.49%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
326
Rye Brook Capital
Connecticut
$5.79M
NA
327
NewEdge Advisors
Louisiana
$5.77M -$18.7K -216 -0.3%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$5.76M -$5.92M -68,440 -51%
SIA
329
Soltis Investment Advisors
Utah
$5.75M +$128K +1,478 +2%
ACG
330
Allen Capital Group
Nebraska
$5.69M +$149K +1,727 +3%
CCM
331
Coldstream Capital Management
Washington
$5.66M -$319K -3,694 -5%
WT
332
Whittier Trust
California
$5.6M -$4.32K -50 -0.1%
PC
333
Prairiewood Capital
North Dakota
$5.6M +$542K +6,270 +11%
CFA
334
Cahill Financial Advisors
Minnesota
$5.52M +$26.7K +309 +0.5%
AP
335
Agilis Partners
Massachusetts
$5.52M
JAG
336
Journey Advisory Group
Kentucky
$5.51M +$166K +1,920 +3%
KWM
337
Kingsview Wealth Management
Oregon
$5.48M +$145K +1,678 +3%
WIC
338
Whitegate Investment Counselors
New Hampshire
$5.45M +$133K +1,536 +2%
TFF
339
The Family Firm
Maryland
$5.44M +$3.98K +46 +0.1%
LWP
340
LMG Wealth Partners
Louisiana
$5.42M -$159K -1,839 -3%
VFPI
341
Vantage Financial Partners (Illinois)
Illinois
$5.39M +$1.26M +14,543 +30%
PWM
342
Perigon Wealth Management
California
$5.39M -$203K -2,353 -4%
CAWM
343
Capital Advisors Wealth Management
Washington
$5.34M +$4.35M +50,266 +438%
MAM
344
Marotta Asset Management
Virginia
$5.31M -$203K -2,343 -4%
Fidelity Investments
345
Fidelity Investments
Massachusetts
$5.31M -$685K -7,919 -11%
WTC
346
WhitTier Trust Company
Nevada
$5.3M -$499K -5,774 -9%
SWM
347
Sterling Wealth Management
Illinois
$5.26M -$83K -960 -2%
KF
348
Krilogy Financial
Missouri
$5.22M +$275K +3,183 +6%
BFG
349
Baron Financial Group
New Jersey
$5.21M +$57.9K +669 +1%
CA
350
Clearstead Advisors
Ohio
$5.15M -$1.08M -13,034 -17%