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Vanguard Real Estate ETF

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
226
MetLife Investment Management
New Jersey
$8.56M -$719K -8,600 -8%
RA
227
Regis Acquisition
Colorado
$8.52M +$651K +7,789 +8%
BRWA
228
B. Riley Wealth Advisors
Florida
$8.4M -$712K -8,428 -8%
LIA
229
LBMC Investment Advisors
Tennessee
$8.36M -$170K -2,039 -2%
FA
230
FC Advisory
Pennsylvania
$8.24M +$340K +4,063 +4%
AWM
231
Avior Wealth Management
Nebraska
$8.15M -$392K -4,695 -5%
WT
232
Whittier Trust
California
$8.05M +$75.1K +899 +0.9%
BWS
233
BCR Wealth Strategies
Alabama
$8.02M +$145K +1,738 +2%
WS
234
Wela Strategies
Georgia
$7.97M -$24.1K -289 -0.3%
IAIM
235
Industrial Alliance Investment Management
Quebec, Canada
$7.87M
PWPCM
236
Perella Weinberg Partners Capital Management
New York
$7.84M
FIM
237
Freedom Investment Management
Connecticut
$7.82M +$124K +1,482 +2%
FT
238
Fiduciary Trust
Massachusetts
$7.75M -$1.68M -20,061 -18%
EWA
239
Exencial Wealth Advisors
Oklahoma
$7.61M +$5.99M +71,680 +371%
CAM
240
Cresset Asset Management
Illinois
$7.56M +$5.35M +63,385 +241%
BPA
241
Beacon Pointe Advisors
California
$7.48M -$2.17M -25,913 -22%
GGS
242
Galvin Gaustad & Stein
Arizona
$7.42M -$284K -3,393 -4%
SWP
243
Stratos Wealth Partners
Ohio
$7.33M +$949K +11,361 +15%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$7.28M -$5.06M -60,551 -41%
UB
245
UMB Bank
Missouri
$7.27M -$3.06M -36,642 -30%
CI
246
Cordant Inc
Oregon
$7.26M +$393K +4,698 +6%
PA
247
Parkside Advisors
California
$7.21M -$523K -6,185 -7%
WTC
248
WhitTier Trust Company
Nevada
$7.15M -$56K -670 -0.8%
JWM
249
JFG Wealth Management
Colorado
$7.12M -$505K -6,048 -7%
CCM
250
Coldstream Capital Management
Washington
$7.11M -$332K -3,968 -4%