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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 %
OAM
801
Oppenheimer Asset Management
New York
$1.09M +$67.2K +761 +7%
LWM
802
Laidlaw Wealth Management
New York
$1.08M -$329K -3,726 -23%
RWP
803
RWA Wealth Partners
Massachusetts
$1.08M +$829K +9,377 +329%
OBWG
804
Onyx Bridge Wealth Group
New York
$1.08M -$50.5K -572 -4%
RSWM
805
Robertson Stephens Wealth Management
California
$1.08M -$487K -5,514 -31%
AFG
806
Arkansas Financial Group
Arkansas
$1.07M -$6.54K -74 -0.6%
UF
807
Univest Financial
Pennsylvania
$1.07M +$1.07M +12,145 New
CWC
808
Carolinas Wealth Consulting
North Carolina
$1.06M -$269K -3,042 -20%
DFA
809
DHK Financial Advisors
New Hampshire
$1.06M +$442 +5 +0%
AT
810
American Trust
Kentucky
$1.05M -$28.3K -320 -3%
BBW
811
Blue Barn Wealth
Utah
$1.05M -$39K -441 -4%
SCM
812
SOL Capital Management
Maryland
$1.05M -$677K -7,660 -39%
MIA
813
MainStreet Investment Advisors
Illinois
$1.04M -$727K -8,227 -41%
EIP
814
Ellis Investment Partners
Pennsylvania
$1.04M +$5.66K +64 +0.5%
TDWM
815
Topel & Distasi Wealth Management
California
$1.04M -$265 -3 -0%
VWA
816
Visionary Wealth Advisors
Illinois
$1.03M +$455K +5,144 +78%
FNBSF
817
First National Bank Sioux Falls
South Dakota
$1.03M
RVPG
818
Relative Value Partners Group
$1.03M -$20.7K -234 -2%
OCG
819
Opus Capital Group
Ohio
$1.03M -$11.7K -132 -1%
REMPR
820
Roof Eidam Maycock Peralta (REMP)
California
$1.03M -$243K -2,749 -19%
MWA
821
Martel Wealth Advisors
Washington
$1.03M -$8.13K -92 -0.8%
HHRDM
822
H&H Retirement Design & Management
Nevada
$1.02M -$428K -5,080 -30%
SI
823
Symmetry Investments
Jersey
$1.02M +$1.02M +11,500 New
CAWM
824
Capital Advisors Wealth Management
Washington
$1.01M +$697K +7,885 +219%
DWT
825
Dorsey & Whitney Trust
South Dakota
$1.01M -$61.1K -692 -6%