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Vanguard Real Estate ETF

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
776
Accretive Wealth Partners
New Jersey
$1.09M +$22.2K +273 +2%
MAS
777
Madden Advisory Services
Florida
$1.09M -$24.8K -287 -2%
WHCFA
778
William Howard & Co Financial Advisors
Tennessee
$1.09M +$1.09M +12,582 New
KNFPWM
779
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.09M -$494K -5,707 -31%
OCG
780
Opus Capital Group
Ohio
$1.08M +$75.2K +869 +7%
VFG
781
Valley Financial Group
Pennsylvania
$1.08M -$1.04K -12 -0.1%
WDG
782
Wealth Dimensions Group
Ohio
$1.08M -$34.7K -401 -3%
MWA
783
Martel Wealth Advisors
Washington
$1.08M +$75.8K +876 +8%
LGWM
784
Litman Gregory Wealth Management
California
$1.08M +$258K +2,983 +31%
CFS
785
Coordinated Financial Services
Colorado
$1.08M +$1.08M +12,467 New
IWM
786
IHT Wealth Management
Illinois
$1.08M -$39.7K -459 -4%
AIM
787
Acropolis Investment Management
Missouri
$1.07M -$380K -4,394 -26%
HI
788
Hudock Inc
Pennsylvania
$1.06M -$12.9M -148,652 -92%
MPCG
789
Matrix Private Capital Group
New York
$1.06M -$122K -1,415 -10%
WCM
790
Wealthcare Capital Management
Virginia
$1.05M -$298K -3,442 -22%
AFG
791
Arkansas Financial Group
Arkansas
$1.05M +$259 +3 +0%
SM
792
Sweeney & Michel
California
$1.05M +$1.05M +12,553 New
LWM
793
Laidlaw Wealth Management
New York
$1.05M -$14K -162 -1%
NPFS
794
Novak & Powell Financial Services
Florida
$1.05M -$501K -5,788 -32%
HAC
795
Harbor Advisory Corp
New Hampshire
$1.04M -$53.6K -620 -5%
BBW
796
Blue Barn Wealth
Utah
$1.04M +$18.7K +216 +2%
Bessemer Group
797
Bessemer Group
New Jersey
$1.04M -$220K -2,543 -17%
EWM
798
Endowment Wealth Management
Wisconsin
$1.04M +$186K +2,150 +22%
NFG
799
Nations Financial Group
Iowa
$1.04M -$238K -2,755 -19%
FWA
800
FSC Wealth Advisors
New York
$1.04M +$393K +4,548 +61%