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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 %
FWM
251
FFT Wealth Management
Pennsylvania
$7.11M
CCA
252
Checchi Capital Advisers
California
$7.09M +$1.53M +18,285 +27%
BFO
253
Biltmore Family Office
North Carolina
$6.99M +$95.4K +1,129 +1%
BFS
254
Bard Financial Services
Connecticut
$6.93M -$323K -3,862 -4%
PFP
255
Pinnacle Financial Partners
Tennessee
$6.81M -$308K -3,686 -4%
KCM
256
Kanawha Capital Management
Virginia
$6.77M +$13.2K +158 +0.2%
BAM
257
Bayshore Asset Management
Florida
$6.76M +$438K +5,078 +7%
LSPW
258
Lake Street Private Wealth
Illinois
$6.7M +$72.2K +864 +1%
MCM
259
Manchester Capital Management
Vermont
$6.69M -$4.26M -50,976 -39%
Natixis Advisors
260
Natixis Advisors
Massachusetts
$6.65M -$797K -9,534 -11%
SOAG
261
Silver Oak Advisory Group
Oregon
$6.64M +$294K +3,518 +5%
UBV
262
United Bank (Virginia)
Virginia
$6.53M +$33.5K +401 +0.5%
HIA
263
Harbor Investment Advisory
Maryland
$6.51M -$38.4K -460 -0.6%
MWM
264
Magnolia Wealth Management
Alabama
$6.47M +$519K +6,209 +9%
KIA
265
KCM Investment Advisors
California
$6.39M -$16.3K -195 -0.3%
AA
266
Atmos Advisory
Pennsylvania
$6.39M +$104K +1,242 +2%
CA
267
Clearstead Advisors
Ohio
$6.37M -$174K -2,079 -3%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$6.35M +$805K +9,634 +15%
OFG
269
Omega Financial Group
California
$6.35M +$164K +1,967 +3%
PCH
270
PGIM Custom Harvest
New Jersey
$6.3M +$1.78M +21,313 +39%
LFG
271
Larson Financial Group
Missouri
$6.29M +$1.08M +12,896 +21%
PT
272
Plimoth Trust
Massachusetts
$6.26M -$37.6K -450 -0.6%
CA
273
Cambridge Advisors
Nebraska
$6.26M +$279K +3,333 +5%
NAM
274
Nissay Asset Management
Japan
$6.26M
QS
275
Quantitative Strategies
California
$6.24M +$6.24M +74,645 New