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Vanguard Real Estate ETF

1,513 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 621 increasing their positions, 624 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-30
Holders Change %
-1.94%
% of All Funds
24.12%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
89
Increased
621
Reduced
624
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
451
Mather Group
Illinois
$2.72M -$6.66K -88 -0.2%
RPWA
452
Regent Peak Wealth Advisors
Georgia
$2.72M +$65.9K +871 +2%
AA
453
Axiom Advisory
California
$2.71M +$135K +1,790 +5%
LCM
454
Liberty Capital Management
Michigan
$2.71M +$217K +2,868 +9%
MWA
455
Monograph Wealth Advisors
California
$2.7M +$163K +2,134 +6%
SYBT
456
Stock Yards Bank & Trust
Kentucky
$2.69M -$207K -2,730 -7%
GC
457
Gratus Capital
Georgia
$2.69M -$115K -1,514 -4%
EH
458
Equitable Holdings
New York
$2.69M -$364K -4,805 -12%
BWA
459
BlueSky Wealth Advisors
North Carolina
$2.67M +$12.4K +164 +0.5%
SFPM
460
Sensible Financial Planning & Management
Massachusetts
$2.67M -$13.5K -178 -0.5%
Schroder Investment Management Group
461
Schroder Investment Management Group
United Kingdom
$2.66M +$2.66M +35,162 New
AAS
462
Ameritas Advisory Services
Nebraska
$2.66M +$1.82M +24,226 +219%
KeyBank National Association
463
KeyBank National Association
Ohio
$2.63M -$123K -1,622 -4%
CM
464
Cercano Management
Washington
$2.62M +$2.62M +34,642 New
TWM
465
Tradition Wealth Management
Minnesota
$2.6M -$45K -595 -2%
LSPW
466
Lake Street Private Wealth
Illinois
$2.57M -$3.48M -46,114 -58%
WLIM
467
White Lighthouse Investment Management
Massachusetts
$2.57M +$130K +1,715 +5%
FLI
468
Family Legacy Inc
South Carolina
$2.57M -$23.5K -310 -0.9%
BC
469
Brio Consultants
California
$2.54M -$188K -2,479 -7%
AWA
470
Aletheian Wealth Advisors
Washington
$2.5M -$575K -7,602 -19%
SFP
471
Sterling Financial Planning
New Jersey
$2.5M -$113K -1,500 -4%
PFG
472
Pinnacle Financial Group
Illinois
$2.5M -$349K -4,607 -12%
RCI
473
RS Crum Inc
California
$2.5M +$902K +11,925 +57%
CIA
474
Compass Ion Advisors
Pennsylvania
$2.49M +$2.49M +32,867 New
AL
475
Aspiriant LLC
California
$2.49M -$124K -1,633 -5%