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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 %
AllianceBernstein
176
AllianceBernstein
Tennessee
$13.2M -$1.1M -12,437 -8%
MHS
177
M Holdings Securities
Oregon
$13.1M +$1.3M +14,728 +11%
RG
178
Rathbones Group
United Kingdom
$13M +$864K +9,782 +7%
RBC
179
Roble Belko & Company
Pennsylvania
$13M +$24.4K +276 +0.2%
Brown Advisory
180
Brown Advisory
Maryland
$13M -$461K -5,215 -3%
B
181
Bailard
California
$12.9M -$6.22M -70,447 -33%
BTI
182
Blue Trust Inc
Georgia
$12.9M -$636K -8,410 -5%
RW
183
REDW Wealth
New Mexico
$12.8M -$1.43M -16,150 -10%
AG
184
AlTi Global
New York
$12.6M +$12.6M +142,723 New
TOTSC
185
Trustees of the Smith College
Massachusetts
$12.6M +$150K +1,699 +1%
NW
186
NewEdge Wealth
Pennsylvania
$12.4M -$635K -7,188 -5%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$12.4M -$864K -9,778 -7%
PWA
188
Peterson Wealth Advisors
Utah
$12.4M +$681K +7,711 +6%
ABC
189
Associated Banc-Corp
Wisconsin
$12.2M -$43.7K -495 -0.4%
Lido Advisors
190
Lido Advisors
California
$12.1M -$960K -10,861 -7%
TFP
191
TrueWealth Financial Partners
Washington
$12.1M +$179K +2,028 +2%
HWM
192
Horizons Wealth Management
North Carolina
$12M -$258K -2,924 -2%
PPW
193
Presilium Private Wealth
Pennsylvania
$12M -$4.78M -54,147 -29%
Daiwa Securities Group
194
Daiwa Securities Group
Japan
$11.9M +$6.21M +70,280 +109%
HWMG
195
Hurlow Wealth Management Group
Indiana
$11.9M +$477K +5,403 +4%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$11.9M -$1.16M -13,091 -9%
SPIA
197
Steward Partners Investment Advisory
New York
$11.8M +$1.28M +14,438 +12%
PCH
198
PGIM Custom Harvest
New Jersey
$11.8M -$35.8M -404,978 -75%
FHC
199
Fort Henry Capital
West Virginia
$11.7M +$481K +5,448 +4%
MWM
200
Modera Wealth Management
New Jersey
$11.7M -$959K -10,849 -8%