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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 %
EW
401
Evoke Wealth
California
$3.61M -$1.6M -18,940 -31%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$3.59M -$134K -1,606 -4%
TWP
403
TFO Wealth Partners
Ohio
$3.59M -$7.27K -87 -0.2%
LFS
404
Lutz Financial Services
Nebraska
$3.59M -$150K -1,796 -4%
SLT
405
St Louis Trust
Missouri
$3.58M
FPB
406
First PREMIER Bank
South Dakota
$3.57M -$63.9K -765 -2%
DPI
407
Diversified Portfolios Inc
Michigan
$3.55M +$118K +1,415 +3%
GRP
408
Global Retirement Partners
California
$3.55M -$60.9K -729 -2%
EFG
409
Everhart Financial Group
Ohio
$3.5M +$325K +3,908 +10%
PA
410
Pinnacle Associates
New York
$3.49M -$23.1K -276 -0.7%
IW
411
Instrumental Wealth
Florida
$3.49M +$60.7K +708 +2%
PMA
412
Prudent Man Advisors
Illinois
$3.45M +$45.4K +543 +1%
ACA
413
Affinity Capital Advisors
California
$3.44M -$1.86M -22,294 -35%
WIM
414
Warwick Investment Management
Texas
$3.42M +$63.5K +760 +2%
AWA
415
Aletheian Wealth Advisors
Washington
$3.4M +$171K +2,051 +5%
JFG
416
JDM Financial Group
Texas
$3.39M +$90.4K +1,082 +3%
SKK
417
Shepherd Kaplan Krochuk
Massachusetts
$3.39M +$157K +1,877 +5%
GFWA
418
Grey Fox Wealth Advisors
Delaware
$3.39M +$648K +7,673 +24%
WA
419
WBH Advisory
Maryland
$3.38M -$340K -4,068 -9%
LFGO
420
Legacy Financial Group (Oklahoma)
Oklahoma
$3.37M +$101K +1,209 +3%
EH
421
Equitable Holdings
New York
$3.37M +$1.07M +12,774 +46%
CFGS
422
Concourse Financial Group Securities
Alabama
$3.35M +$27.8K +329 +0.8%
CPRC
423
Consolidated Portfolio Review Corp
New York
$3.32M +$145K +1,740 +5%
LFWA
424
LBJ Family Wealth Advisors
Texas
$3.32M
ACP
425
Aveo Capital Partners
Colorado
$3.31M +$1.05M +12,620 +47%