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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 %
MW
426
Marcum Wealth
Ohio
$3.6M +$407K +4,709 +13%
FWM
427
Fonville Wealth Management
Virginia
$3.6M +$924K +10,690 +35%
SCTC
428
Sanibel Captiva Trust Company
Florida
$3.55M +$712K +8,235 +25%
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3.55M -$1.12K -13 -0%
FHA
430
First Horizon Advisors
Tennessee
$3.53M -$1.66M -19,231 -32%
FFA
431
First Foundation Advisors
California
$3.5M +$495K +5,724 +16%
WIM
432
Warwick Investment Management
Texas
$3.5M -$3.29K -38 -0.1%
LFWA
433
LBJ Family Wealth Advisors
Texas
$3.5M +$651K +7,530 +23%
RFC
434
Regions Financial Corp
Alabama
$3.49M -$240K -2,771 -6%
GS
435
GTS Securities
New York
$3.49M +$3.05M +35,298 +695%
SPC
436
Sigma Planning Corp
Michigan
$3.49M +$1.81M +20,877 +107%
AA
437
Axiom Advisory
California
$3.45M +$153K +1,768 +5%
LFP
438
Leeward Financial Partners
Washington
$3.44M -$256K -2,955 -7%
IAN
439
Integrated Advisors Network
Texas
$3.41M +$58.7K +679 +2%
AFG
440
ABLE Financial Group
Arizona
$3.4M -$123K -1,426 -3%
AWA
441
Archvest Wealth Advisors
California
$3.39M +$598K +7,034 +21%
PA
442
Pinnacle Associates
New York
$3.38M -$23.5K -272 -0.7%
RPGK
443
Retirement Planning Group (Kansas)
Kansas
$3.37M +$1.81M +20,965 +116%
HI
444
Humankind Investments
New York
$3.37M
BDF
445
Black Diamond Financial
Maryland
$3.37M
UBG
446
United Bank (Georgia)
Georgia
$3.37M -$34.9K -404 -1%
HFRG
447
Houlihan Financial Resource Group
Virginia
$3.36M +$605 +7 +0%
SAM
448
SignalPoint Asset Management
Missouri
$3.35M -$75.3K -871 -2%
PBF
449
Petix & Botte Financial
California
$3.33M -$1.15M -13,253 -26%
AL
450
Aspiriant LLC
California
$3.32M -$187K -2,165 -5%