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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 %
TWM
501
Tradition Wealth Management
Minnesota
$2.78M -$257K -2,903 -8%
CL
502
Cabana LLC
Arkansas
$2.77M +$2.77M +31,316 New
DC
503
Davenport & Co
Virginia
$2.76M -$61.5K -696 -2%
MSA
504
Marathon Strategic Advisors
Pennsylvania
$2.76M +$2.76M +31,201 New
TPCW
505
TD Private Client Wealth
New York
$2.75M -$561K -6,345 -17%
SC
506
Sierra Capital
Florida
$2.74M +$159K +1,800 +6%
FWM
507
Fonville Wealth Management
Virginia
$2.73M +$2.73M +30,931 New
BFM
508
Broadview Financial Management
Wisconsin
$2.72M -$655K -7,413 -19%
MA
509
Montag & Associates
Georgia
$2.68M +$619 +7 +0%
HWM
510
Hemington Wealth Management
Virginia
$2.68M -$121K -1,375 -4%
CFG
511
Clayton Financial Group
Missouri
$2.68M +$2.68M +30,286 New
OFS
512
OneAscent Financial Services
Alabama
$2.67M +$457K +5,171 +21%
KeyBank National Association
513
KeyBank National Association
Ohio
$2.67M -$400K -4,525 -13%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$2.66M +$779K +8,813 +41%
MG
515
Mather Group
Illinois
$2.66M -$517K -5,856 -16%
IPW
516
Intergy Private Wealth
Colorado
$2.66M +$931K +10,542 +54%
TCM
517
Traynor Capital Management
Pennsylvania
$2.64M +$38.1K +431 +1%
IAS
518
Insigneo Advisory Services
Florida
$2.64M +$302K +3,415 +13%
WIA
519
World Investment Advisors
California
$2.63M +$10.3K +116 +0.4%
MWAM
520
Manhattan West Asset Management
California
$2.58M +$2.58M +29,205 New
THL
521
Tillman Hartley LLC
Colorado
$2.57M +$107K +1,215 +4%
MPCL
522
My Personal CFO LLC
Washington
$2.56M +$546K +6,175 +27%
Bank Julius Baer & Co
523
Bank Julius Baer & Co
Switzerland
$2.55M +$6.8K +77 +0.3%
ODA
524
One Degree Advisors
California
$2.53M +$2.53M +30,615 New
Focus Partners Wealth
525
Focus Partners Wealth
Massachusetts
$2.52M +$2.52M +28,551 New