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Vanguard Real Estate ETF

1,579 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 630 increasing their positions, 667 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
-33
Holders Change %
-2.05%
% of All Funds
25.27%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
113
Increased
630
Reduced
667
Closed
103
Calls
$108M
Puts
$444M
Net Calls
-$337M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
451
Flagship Harbor Advisors
Massachusetts
$3.09M +$26.2K +315 +0.9%
SFP
452
Shepherd Financial Partners
Massachusetts
$3.09M +$163K +1,963 +6%
OCM
453
Orion Capital Management
California
$3.07M -$33.8K -407 -1%
SAS
454
Stelac Advisory Services
New York
$3.06M +$392K +4,716 +15%
SPC
455
Sigma Planning Corp
Michigan
$3.04M -$109K -1,312 -3%
AL
456
Aspiriant LLC
California
$3.03M -$874K -10,527 -22%
RPWA
457
Regent Peak Wealth Advisors
Georgia
$3.02M +$3.02M +36,386 New
BWA
458
BlueSky Wealth Advisors
North Carolina
$3.01M +$33.5K +403 +1%
FDS
459
Freedom Day Solutions
Texas
$3.01M +$466K +5,550 +18%
MWM
460
Madison Wealth Management
Ohio
$3M -$130K -1,568 -4%
SFPM
461
Sensible Financial Planning & Management
Massachusetts
$2.97M -$65.5K -789 -2%
IAN
462
Integrated Advisors Network
Texas
$2.96M +$150K +1,806 +5%
VFA
463
Valeo Financial Advisors
Indiana
$2.93M +$2.52M +30,375 +620%
TWM
464
Tradition Wealth Management
Minnesota
$2.92M +$229K +2,759 +9%
CAL
465
Capital Advisors Ltd
Ohio
$2.9M -$222K -2,669 -7%
AWM
466
Arista Wealth Management
Nevada
$2.89M -$1.99M -24,010 -41%
DFC
467
DBK Financial Counsel
Ohio
$2.87M +$1.15M +13,817 +67%
SC
468
Savant Capital
Illinois
$2.86M +$651K +7,839 +29%
AP
469
Adero Partners
California
$2.85M -$357K -4,297 -11%
WIA
470
World Investment Advisors
California
$2.85M +$587K +7,072 +26%
KPWS
471
Kestra Private Wealth Services
Texas
$2.85M +$190K +2,293 +7%
NWM
472
Northcape Wealth Management
New York
$2.84M +$334K +4,025 +13%
WLIM
473
White Lighthouse Investment Management
Massachusetts
$2.84M +$231K +2,786 +9%
SFP
474
Sterling Financial Planning
New Jersey
$2.84M -$15.4K -186 -0.5%
Betterment LLC
475
Betterment LLC
New York
$2.79M +$325K +3,918 +13%