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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 %
AFG
401
Atomi Financial Group
New York
$3.98M +$2.02M +23,356 +103%
CWM
402
Cherrydale Wealth Management
New Jersey
$3.98M -$140K -1,616 -3%
ASN
403
Advisory Services Network
Georgia
$3.89M -$273K -3,161 -7%
RTC
404
Riverview Trust Company
Washington
$3.88M +$5.62K +65 +0.1%
JFG
405
JDM Financial Group
Texas
$3.87M +$242K +2,799 +7%
NAM
406
Nissay Asset Management
Japan
$3.84M -$1.74M -20,090 -31%
SWA
407
Stratos Wealth Advisors
Ohio
$3.83M +$89.9K +1,039 +2%
UI
408
Unconventional Investor
New Hampshire
$3.81M +$10.6K +123 +0.3%
SFP
409
Shepherd Financial Partners
Massachusetts
$3.8M +$46.5K +538 +1%
WS
410
Wedbush Securities
California
$3.8M +$2.23M +25,777 +142%
EGWAG
411
Elwood & Goetz Wealth Advisory Group
Georgia
$3.79M -$257K -2,976 -6%
AMG
412
Asset Management Group
Connecticut
$3.77M +$14.5K +168 +0.4%
LFGO
413
Legacy Financial Group (Oklahoma)
Oklahoma
$3.75M +$310K +3,580 +9%
BFO
414
Biltmore Family Office
North Carolina
$3.75M -$534K -6,172 -12%
TWP
415
TFO Wealth Partners
Ohio
$3.72M -$3.37K -39 -0.1%
WLIM
416
White Lighthouse Investment Management
Massachusetts
$3.72M +$334K +3,864 +10%
AWM
417
Abound Wealth Management
Tennessee
$3.7M -$203K -2,344 -5%
CL
418
Choreo LLC
Illinois
$3.69M -$75.8K -877 -2%
CAC
419
Certified Advisory Corp
Florida
$3.69M -$123K -1,417 -3%
VanEck Associates
420
VanEck Associates
New York
$3.68M -$1.47M -17,029 -29%
SLT
421
St Louis Trust
Missouri
$3.68M
PCM
422
Penserra Capital Management
California
$3.66M +$3.66M +42,272 New
AWM
423
AE Wealth Management
Kansas
$3.65M -$11.7M -135,380 -76%
SFO
424
Stokes Family Office
Louisiana
$3.65M +$838K +9,693 +30%
AAP
425
Arax Advisory Partners
Colorado
$3.63M +$203K +2,351 +6%