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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 %
FNBOO
551
First National Bank of Omaha
Nebraska
$2.29M -$157K -1,774 -6%
AWM
552
Axxcess Wealth Management
California
$2.27M +$768K +8,695 +51%
LGA
553
Lebenthal Global Advisors
New York
$2.27M +$24.5K +277 +1%
MFG
554
Merit Financial Group
Georgia
$2.27M -$182K -2,062 -7%
FTA
555
Financial & Tax Architects
Missouri
$2.27M -$99.3K -1,124 -4%
Thrivent Financial for Lutherans
556
Thrivent Financial for Lutherans
Minnesota
$2.26M -$2.22M -25,089 -50%
DWA
557
Dougherty Wealth Advisers
Minnesota
$2.26M +$105K +1,189 +5%
BSB
558
Bangor Savings Bank
Maine
$2.23M -$59.3K -671 -3%
EF
559
Empowered Funds
Pennsylvania
$2.22M +$2.22M +25,147 New
FA
560
FDx Advisors
Illinois
$2.22M -$66.8K -756 -3%
BFA
561
BBJS Financial Advisors
Washington
$2.22M -$71.3K -807 -3%
ASFA
562
All Season Financial Advisors
Colorado
$2.21M +$2.21M +25,059 New
FMN
563
Financial Management Network
California
$2.21M +$432K +4,984 +24%
MHIC
564
Marble Harbor Investment Counsel
Massachusetts
$2.2M
WCM
565
Windham Capital Management
Massachusetts
$2.2M +$38.5K +436 +2%
IA
566
IFG Advisors
Missouri
$2.2M +$25.5K +289 +1%
BJL
567
Brighton Jones LLC
Washington
$2.19M +$659K +7,460 +43%
SAG
568
SageView Advisory Group
California
$2.19M +$557K +6,571 +34%
AIM
569
Anchor Investment Management
South Carolina
$2.17M +$877K +9,923 +68%
ARC
570
Advisor Resource Council
Texas
$2.17M +$2.17M +24,504 New
WPC
571
Wedmont Private Capital
Pennsylvania
$2.16M +$104K +1,183 +5%
BWCS
572
Beirne Wealth Consulting Services
Connecticut
$2.14M +$1.43M +16,154 +201%
AIM
573
Aspen Investment Management
Michigan
$2.13M +$536K +6,064 +34%
ST
574
Smithfield Trust
Pennsylvania
$2.12M +$180K +2,042 +9%
DWM
575
Destination Wealth Management
California
$2.11M -$248K -2,810 -11%