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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 %
CTC
376
Central Trust Company
Missouri
$4.63M -$28.3K -320 -0.6%
PBF
377
Petix & Botte Financial
California
$4.57M -$37.6K -426 -0.8%
WFPG
378
Waller Financial Planning Group
Ohio
$4.57M -$103K -1,171 -2%
FA
379
Financial Alternatives
California
$4.55M +$174K +1,966 +4%
CCB
380
Country Club Bank
Missouri
$4.54M +$4M +44,776 +751%
JWCA
381
J.W. Cole Advisors
Florida
$4.52M -$1.56M -17,655 -26%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$4.46M +$547K +6,193 +14%
CTWM
383
Cherry Tree Wealth Management
Minnesota
$4.44M -$45.7K -517 -1%
DWM
384
Dakota Wealth Management
Florida
$4.4M -$15.2K -172 -0.3%
GBT
385
Grove Bank & Trust
Florida
$4.38M +$611K +6,920 +16%
BFO
386
Biltmore Family Office
North Carolina
$4.38M -$2.93M -33,183 -40%
PCM
387
Piedmont Capital Management
Montana
$4.34M -$138K -1,563 -3%
CWM
388
CMH Wealth Management
New Hampshire
$4.31M +$144K +1,634 +3%
BHWM
389
Beaird Harris Wealth Management
Texas
$4.3M -$14.3K -162 -0.3%
LL
390
LPWM LLC
Minnesota
$4.3M +$71.1K +821 +2%
DI
391
Disciplined Investments
Oklahoma
$4.3M -$270K -3,053 -6%
CCM
392
Colorado Capital Management
Colorado
$4.3M -$29.5K -334 -0.7%
TI
393
Truepoint Inc
Ohio
$4.27M -$122K -1,384 -3%
RIM
394
Rockbridge Investment Management
New York
$4.26M -$116K -1,314 -3%
ASN
395
Advisory Services Network
Georgia
$4.25M +$22.2K +251 +0.5%
CFGS
396
Concourse Financial Group Securities
Alabama
$4.24M +$423K +4,792 +11%
CWA
397
Consilium Wealth Advisory
Texas
$4.24M +$2.44M +27,627 +136%
RPCA
398
Running Point Capital Advisors
California
$4.23M -$1.04M -11,730 -20%
VFPI
399
Vantage Financial Partners (Illinois)
Illinois
$4.22M +$4.22M +47,807 New
CA
400
Cambridge Associates
Massachusetts
$4.21M -$1.22M -13,846 -23%