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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 %
FRA
701
Frank Rimerman Advisors
California
$1.48M +$118K +1,338 +9%
SFS
702
Sowell Financial Services
Arkansas
$1.48M -$136K -1,534 -8%
IFWM
703
Institute for Wealth Management
Colorado
$1.48M +$413K +4,677 +39%
KOMWMG
704
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.48M +$38.3K +434 +3%
SFA
705
Sequoia Financial Advisors
Ohio
$1.45M +$114K +1,292 +9%
CAAS
706
Capital Asset Advisory Services
Michigan
$1.45M -$51.3K -581 -3%
WT
707
Washington Trust
Rhode Island
$1.44M +$74.8K +847 +5%
NAS
708
Nicolet Advisory Services
Wisconsin
$1.44M +$36.6K +423 +3%
IAG
709
Investment Advisory Group
Massachusetts
$1.44M -$63.4K -717 -4%
OFG
710
Oxford Financial Group
Indiana
$1.43M
RCG
711
Regatta Capital Group
California
$1.43M +$142K +1,603 +11%
WTB
712
Washington Trust Bank
Washington
$1.42M -$160K -1,814 -10%
CIC
713
Carnegie Investment Counsel
Ohio
$1.41M -$110K -1,245 -7%
PG
714
Prostatis Group
Maryland
$1.41M +$1.41M +15,954 New
CAMG
715
CWA Asset Management Group
Florida
$1.41M +$28.3K +320 +2%
JIP
716
Jaffetilchin Investment Partners
Florida
$1.41M +$70.5K +798 +5%
VCM
717
Vivaldi Capital Management
Illinois
$1.4M -$705K -8,524 -33%
TT
718
TI-Trust
Illinois
$1.4M +$13.8K +156 +1%
AC
719
Apella Capital
Connecticut
$1.4M +$223K +2,567 +19%
HCM
720
Hollencrest Capital Management
California
$1.4M -$84.7K -959 -6%
BFG
721
Bleakley Financial Group
New Jersey
$1.4M -$1.02M -11,527 -42%
OCM
722
One Capital Management
California
$1.39M +$91.2K +1,032 +7%
BSG
723
Black Swift Group
Colorado
$1.38M +$1.38M +15,655 New
WCM
724
Wealthcare Capital Management
Virginia
$1.38M -$243K -2,750 -15%
S
725
SimplyRich
California
$1.38M +$1.38M +15,564 New