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Vanguard Real Estate ETF

1,658 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

Holders
1,658
Holders Change
+145
Holders Change %
+9.58%
% of All Funds
24.31%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
264
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M
Name Market Value Shares Shares
Change
Shares
Change %
FM
101
Foster & Motley
Ohio
$21.8M 246,396 +41,882 +20%
JFG
102
JMG Financial Group
Illinois
$21.4M 242,704 +28,515 +13%
PCWA
103
Pacific Capital Wealth Advisors
California
$21.3M 241,613 +5,879 +2%
WF
104
Whelan Financial
California
$21.3M 241,246 +9,899 +4%
FWP
105
Falcon Wealth Planning
California
$21.2M 240,030 +18,988 +9%
Truist Financial
106
Truist Financial
North Carolina
$21M 238,189 +4,227 +2%
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$21M 237,957 -4,223 -2%
BSW
108
Buckingham Strategic Wealth
Missouri
$21M 237,530 +5,696 +2%
CIA
109
Capital Investment Advisors
Georgia
$21M 237,445 +8,527 +4%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$20.8M 235,253 -9,700 -4%
HWA
111
HHM Wealth Advisors
Tennessee
$20.6M 233,095 +8,014 +4%
AWS
112
Atria Wealth Solutions
New York
$20.6M 233,089 -2,004 -0.9%
SLI
113
Sumitomo Life Insurance
Japan
$20.4M 230,643 -532,573 -70%
RWM
114
Rockwood Wealth Management
Pennsylvania
$19.6M 221,648 +10,691 +5%
Principal Financial Group
115
Principal Financial Group
Iowa
$19.5M 220,550 -10,398 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.3M 218,400 -261,600 -55%
CTI
117
Community Trust & Investment
Kentucky
$19M 214,572 +3,030 +1%
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$19M 214,500
TIAA Trust, National Association
119
TIAA Trust, National Association
North Carolina
$18.8M 212,443 -17,095 -7%
BCM
120
Becker Capital Management
Oregon
$17.8M 201,999 +25,223 +14%
WANY
121
Wealthspire Advisors (New York)
New York
$17.8M 201,235 -14,943 -7%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$17.7M 198,038 -15,540 -7%
MML Investors Services
123
MML Investors Services
Massachusetts
$17.5M 197,753 +474 +0.2%
FU
124
Fairfield University
Connecticut
$17.5M 197,617 +2,414 +1%
Sumitomo Mitsui Trust Group
125
Sumitomo Mitsui Trust Group
Japan
$17.5M 197,491 +48,196 +32%