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Vanguard Real Estate ETF

1,498 hedge funds and large institutions have $18.2B invested in Vanguard Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 655 increasing their positions, 592 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
-72
Holders Change %
-4.59%
% of All Funds
25.9%
Holding in Top 10
119
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-15%
% of All Funds
2.06%
New
84
Increased
655
Reduced
592
Closed
138
Calls
$64.4M
Puts
$280M
Net Calls
-$216M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
451
Madison Wealth Management
Ohio
$2.84M +$523K +6,518 +23%
SFP
452
Sterling Financial Planning
New Jersey
$2.82M +$134K +1,671 +5%
DC
453
Davenport & Co
Virginia
$2.82M -$125K -1,553 -4%
BFM
454
Broadview Financial Management
Wisconsin
$2.82M +$24.2K +302 +0.9%
CWM
455
Concentric Wealth Management
California
$2.81M +$6.41K +80 +0.2%
CT
456
Coastline Trust
Rhode Island
$2.78M -$894K -11,155 -24%
KPWS
457
Kestra Private Wealth Services
Texas
$2.78M -$215K -2,688 -7%
ST
458
Sabal Trust
Florida
$2.76M +$88.9K +1,109 +3%
FW
459
FirstPurpose Wealth
Utah
$2.76M -$13.5K -168 -0.5%
RC
460
Roundview Capital
New Jersey
$2.75M -$8.18K -102 -0.3%
CWA
461
Consilium Wealth Advisory
Texas
$2.75M -$699K -8,724 -20%
GJIC
462
Gamble Jones Investment Counsel
California
$2.74M +$217K +2,712 +9%
IA
463
IFG Advisory
Georgia
$2.73M +$808K +10,081 +42%
JAG
464
Journey Advisory Group
Kentucky
$2.73M +$1.52K +19 +0.1%
FNBOSM
465
First National Bank of South Miami
Florida
$2.73M +$36.2K +452 +1%
WTC
466
WhitTier Trust Company
Nevada
$2.72M -$84.7K -1,056 -3%
FPFS
467
First Personal Financial Services
North Carolina
$2.71M -$19.9K -248 -0.7%
AP
468
Adero Partners
California
$2.71M -$105K -1,348 -4%
SAS
469
Stelac Advisory Services
New York
$2.7M -$46.5K -580 -2%
AWA
470
Aquire Wealth Advisors
Utah
$2.69M -$2.09K -26 -0.1%
BCMIO
471
Beacon Capital Management Inc (Ohio)
Ohio
$2.68M +$534K +6,658 +25%
BDF
472
Black Diamond Financial
Maryland
$2.65M +$424K +5,293 +19%
MPW
473
Monterey Private Wealth
California
$2.63M +$52.2K +659 +2%
EMPI
474
Elo Mutual Pension Insurance
Finland
$2.63M
HPWM
475
Highland Private Wealth Management
Washington
$2.62M +$192K +2,400 +8%