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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 %
HFRG
451
Houlihan Financial Resource Group
Virginia
$3.43M +$144K +1,634 +4%
IAN
452
Integrated Advisors Network
Texas
$3.43M -$153K -1,727 -4%
ATC
453
Advantage Trust Company
Kansas
$3.41M +$3.41M +38,576 New
CPRC
454
Consolidated Portfolio Review Corp
New York
$3.4M -$147K -1,662 -4%
TW
455
Transform Wealth
Colorado
$3.39M +$3.39M +38,319 New
AA
456
Axiom Advisory
California
$3.37M +$207K +2,346 +7%
WCA
457
Waypoint Capital Advisors
Minnesota
$3.37M -$1.01M -11,399 -23%
BDF
458
Black Diamond Financial
Maryland
$3.37M +$115K +1,301 +4%
ITB
459
Idaho Trust Bank
Idaho
$3.34M +$457K +5,174 +16%
ZCM
460
Ziegler Capital Management
Illinois
$3.33M
EFG
461
Everhart Financial Group
Ohio
$3.29M +$8.13K +92 +0.2%
FHA
462
Flagship Harbor Advisors
Massachusetts
$3.29M +$43.7K +494 +1%
WWM
463
Wolff Wiese Magana
California
$3.27M +$661K +7,476 +25%
Schroder Investment Management Group
464
Schroder Investment Management Group
United Kingdom
$3.27M +$160K +1,810 +5%
RT
465
Rockland Trust
Massachusetts
$3.27M -$2.08M -23,526 -39%
MW
466
Marcum Wealth
Ohio
$3.26M +$531K +6,008 +19%
FLI
467
Family Legacy Inc
South Carolina
$3.24M +$243K +2,755 +8%
ATI
468
ARK & TLK Investments
Oklahoma
$3.18M +$3.18M +35,933 New
IW
469
Instrumental Wealth
Florida
$3.17M +$69.6K +827 +2%
PFG
470
Pinnacle Financial Group
Illinois
$3.14M +$229K +2,587 +8%
CI
471
Conning Inc
Connecticut
$3.13M +$424K +4,795 +16%
SF
472
Synovus Financial
Georgia
$3.12M -$1.87M -21,131 -37%
GRP
473
Global Retirement Partners
California
$3.11M -$432K -5,003 -12%
SC
474
Savant Capital
Illinois
$3.1M -$137K -1,553 -4%
ST
475
Sabal Trust
Florida
$3.09M -$297K -3,356 -9%