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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SAS
126
SMI Advisory Services
Indiana
$17.4M +$17.4M +201,350 New
PFM
127
Phillips Financial Management
Indiana
$17.4M +$314K +3,554 +2%
LNC
128
Lincoln National Corp
Pennsylvania
$17.4M +$1.55M +17,584 +10%
ME
129
McIlrath & Eck
Washington
$17.4M +$519K +5,871 +3%
PIMG
130
Patriot Investment Management Group
Tennessee
$17.4M -$779K -8,817 -4%
GT
131
Glenview Trust
Kentucky
$17.3M -$4.72M -53,474 -21%
MWP
132
Moller Wealth Partners
$17.2M +$730K +8,261 +4%
SC
133
Schoolcraft Capital
Colorado
$17M +$1.66M +18,799 +11%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$16.8M -$892K -10,098 -5%
CCM
135
Carlson Capital Management
Minnesota
$16.7M -$4.85M -54,842 -23%
PCIG
136
Partners Capital Investment Group
Massachusetts
$16.6M +$161K +1,822 +1%
Cohen & Steers
137
Cohen & Steers
New York
$16.4M +$8.17M +92,078 +99%
LJAC
138
L.J. Altfest & Co
New York
$16.4M +$2.06M +23,270 +14%
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2M +$13.4M +151,381 +482%
TTWM
140
TCV Trust & Wealth Management
Virginia
$15.9M +$44.2K +500 +0.3%
RA
141
Rodgers & Associates
Pennsylvania
$15.9M +$237K +2,678 +2%
BF
142
BOK Financial
Oklahoma
$15.8M +$64.4K +729 +0.4%
William Blair & Company
143
William Blair & Company
Illinois
$15.8M -$1.04M -11,764 -6%
CB
144
Commerce Bank
Missouri
$15.7M -$400K -4,523 -2%
JFGLC
145
Johnson Financial Group LLC (Colorado)
Colorado
$15.6M -$3.52M -39,793 -18%
Northern Trust
146
Northern Trust
Illinois
$15.6M +$1.31M +14,794 +9%
PAG
147
Private Advisor Group
New Jersey
$15.3M -$1.1M -12,426 -7%
JFA
148
JNBA Financial Advisors
Minnesota
$15.2M -$6.17M -69,878 -29%
PLFA
149
Pacific Life Fund Advisors
California
$15.2M -$8.68M -98,279 -36%
AWM
150
AE Wealth Management
Kansas
$15.1M -$1.57M -18,427 -9%