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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 %
LFP
476
Leeward Financial Partners
Washington
$2.49M +$190K +2,513 +8%
AP
477
Adero Partners
California
$2.48M -$11.7K -154 -0.5%
NWM
478
Northcape Wealth Management
New York
$2.47M -$50K -661 -2%
ITB
479
Idaho Trust Bank
Idaho
$2.47M +$233K +3,079 +10%
SWM
480
Sanctuary Wealth Management
Idaho
$2.45M +$55.8K +738 +2%
SS
481
Simplicity Solutions
Minnesota
$2.44M +$1.31M +17,270 +115%
CWM
482
Connecticut Wealth Management
Connecticut
$2.42M +$960K +12,692 +66%
DC
483
Davenport & Co
Virginia
$2.41M -$120K -1,586 -5%
MPW
484
Monterey Private Wealth
California
$2.4M -$5.83K -77 -0.2%
PWA
485
Physician Wealth Advisors
Utah
$2.4M +$82.4K +1,097 +4%
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M -$98.9K -1,296 -4%
HWM
487
Hemington Wealth Management
Virginia
$2.4M -$9.91K -131 -0.4%
FA
488
Flagstar Advisors
New York
$2.38M -$262K -3,429 -10%
IWM
489
Integris Wealth Management
California
$2.37M -$11.2M -148,015 -83%
FA
490
Fiduciary Alliance
South Carolina
$2.36M +$131K +1,730 +6%
MW
491
Marcum Wealth
Ohio
$2.34M +$104K +1,372 +5%
CG
492
Colony Group
Massachusetts
$2.33M -$81.6K -1,078 -3%
CI
493
Conning Inc
Connecticut
$2.32M +$383K +5,056 +20%
MA
494
Montag & Associates
Georgia
$2.31M +$52.5K +687 +2%
BCI
495
Brinker Capital Investments
Pennsylvania
$2.29M +$578K +7,637 +34%
OPS
496
Orion Portfolio Solutions
Nebraska
$2.29M +$578K +7,637 +34%
CBC
497
Coombe, Bender & Co
New York
$2.26M +$50.3K +665 +2%
WIA
498
World Investment Advisors
California
$2.26M -$30.6K -401 -1%
AWA
499
Aquire Wealth Advisors
Utah
$2.25M -$18.8K -249 -0.8%
AIM
500
Acropolis Investment Management
Missouri
$2.25M -$534K -7,062 -19%