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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 %
MFWP
676
Mosaic Family Wealth Partners
Missouri
$1.58M -$145K -1,637 -8%
NPFS
677
Novak & Powell Financial Services
Florida
$1.58M +$1.58M +17,875 New
HWM
678
HB Wealth Management
Georgia
$1.58M -$205K -2,324 -11%
ACA
679
Anchor Capital Advisors
Massachusetts
$1.58M -$22.1K -250 -1%
WCFA
680
Walkner Condon Financial Advisors
Wisconsin
$1.58M -$114K -1,294 -7%
FFA
681
Fi3 Financial Advisors
Indiana
$1.57M +$69.6K +788 +5%
LIM
682
Leavell Investment Management
Alabama
$1.57M +$183K +2,067 +13%
PWM
683
Penobscot Wealth Management
Maine
$1.57M -$309K -3,501 -17%
CAM
684
Covenant Asset Management
New Jersey
$1.56M +$17.6K +199 +1%
AC
685
Abbrea Capital
California
$1.56M +$33.1K +375 +2%
SQA
686
Simon Quick Advisors
New Jersey
$1.55M -$19.9K -225 -1%
CCA
687
Clarity Capital Advisors
Florida
$1.55M +$1.55M +17,554 New
AFS
688
Annapolis Financial Services
Maryland
$1.55M -$134K -1,511 -8%
CTA
689
Camelot Technology Advisors
California
$1.55M +$1.55M +17,505 New
FSC
690
Full Sail Capital
Oklahoma
$1.54M -$3.08M -34,803 -67%
FG
691
Foster Group
Iowa
$1.53M
CBT
692
Central Bank & Trust
Kentucky
$1.53M -$138K -1,562 -8%
AFTS
693
American Financial & Tax Strategies
New York
$1.53M +$1.53M +17,329 New
CG
694
Clifford Group
Massachusetts
$1.52M +$59.7K +676 +4%
KFP
695
KMG Fiduciary Partners
Ohio
$1.51M
RFS
696
Retirement Financial Solutions
Tennessee
$1.5M +$470K +5,320 +46%
CIC
697
Cutler Investment Counsel
Oregon
$1.5M -$22.1K -250 -1%
Invesco
698
Invesco
Georgia
$1.49M +$46.1K +522 +3%
AIM
699
Acropolis Investment Management
Missouri
$1.48M -$1.15M -12,965 -44%
HI
700
Harbour Investments
Wisconsin
$1.48M -$165K -1,872 -10%