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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 %
HTIM
1376
Harbour Trust & Investment Management
Indiana
$228K +$228K +2,577 New
CAAM
1377
Cornerstone Advisors Asset Management
Pennsylvania
$227K +$227K +2,568 New
WA
1378
Wambolt & Associates
Colorado
$226K -$182K -2,063 -45%
MW
1379
Maia Wealth
Colorado
$226K +$226K +2,561 New
WP
1380
Westmount Partners
California
$226K -$10.3K -116 -4%
SC
1381
SouthState Corp
Florida
$226K -$23.3K -264 -9%
ACA
1382
Aptus Capital Advisors
Alabama
$226K +$74.7K +845 +49%
SFG
1383
SevenBridge Financial Group
Pennsylvania
$226K +$226K +2,558 New
LDB
1384
Lee, Danner & Bass
Tennessee
$224K -$17.7K -200 -7%
LWM
1385
LJI Wealth Management
Indiana
$222K +$222K +2,513 New
PFG
1386
PAX Financial Group
Texas
$222K +$222K +2,630 New
CC
1387
Courier Capital
New York
$221K +$221K +2,500 New
DWM
1388
Dorchester Wealth Management
Quebec, Canada
$221K +$221K +2,500 New
BEAM
1389
Baker Ellis Asset Management
Washington
$221K -$275K -3,115 -55%
WEG
1390
World Equity Group
Illinois
$219K +$219K +2,482 New
AWM
1391
Aviso Wealth Management
Washington
$217K +$217K +2,461 New
CHJWM
1392
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$216K +2,570 New
SWP
1393
Strategic Wealth Partners
Ohio
$216K +$216K +2,439 New
CAM
1394
Clark Asset Management
New Hampshire
$215K +$215K +2,433 New
CFFP
1395
Center for Financial Planning
Michigan
$214K +$85.8K +971 +67%
OAM
1396
Oak Asset Management
California
$214K +$214K +2,423 New
VNA
1397
Valley National Advisers
Pennsylvania
$214K -$1.86K -21 -0.9%
RBC
1398
Romano Brothers & Co
Illinois
$214K -$28.2K -319 -12%
P
1399
&Partners
Tennessee
$213K +$213K +2,417 New
OWA
1400
Opal Wealth Advisors
New York
$211K +$211K +2,391 New