VNQ icon

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 %
OCM
526
Orion Capital Management
California
$2.17M -$927K -11,095 -30%
FFN
527
Focus Financial Network
Minnesota
$2.16M -$110K -1,296 -5%
AF
528
Allworth Financial
California
$2.16M -$1.66M -19,848 -43%
EDRIA
529
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M +$66.6K +797 +3%
SWA
530
Sax Wealth Advisors
New Jersey
$2.15M -$6.69K -80 -0.3%
UA
531
Unison Advisors
District of Columbia
$2.15M +$51.1K +612 +2%
MHIC
532
Marble Harbor Investment Counsel
Massachusetts
$2.14M -$83.6K -1,000 -4%
CI
533
Conning Inc
Connecticut
$2.14M +$365K +4,371 +21%
AWM
534
Abound Wealth Management
Tennessee
$2.13M -$105K -1,255 -5%
WFA
535
Websterrogers Financial Advisors
South Carolina
$2.13M +$65.7K +786 +3%
WPC
536
Waters Parkerson & Co
Louisiana
$2.13M -$6.69K -80 -0.3%
RPCONE
537
Retirement Planning Company of New England
Rhode Island
$2.12M +$4.18K +50 +0.2%
BSB
538
Bangor Savings Bank
Maine
$2.11M -$13K -156 -0.6%
V
539
VeraBank
Texas
$2.1M +$1.51M +18,078 +257%
SFS
540
Sowell Financial Services
Arkansas
$2.09M -$664K -7,868 -24%
SC
541
Sepio Capital
Utah
$2.07M -$107K -1,280 -5%
TYCC
542
Texas Yale Capital Corp
Florida
$2.06M -$107K -1,283 -5%
BCM
543
BTC Capital Management
Iowa
$2.06M
DWA
544
Dougherty Wealth Advisers
Minnesota
$2.04M +$40.4K +483 +2%
WCM
545
Windham Capital Management
Massachusetts
$2.04M
EWA
546
Encompass Wealth Advisors
Oregon
$2.04M +$63.2K +756 +3%
CC
547
Callan Capital
California
$2.01M -$15.2K -182 -0.8%
SAS
548
Stelac Advisory Services
New York
$2.01M -$1.09M -12,952 -35%
IBOK
549
Independence Bank of Kentucky
Kentucky
$2M -$84K -1,005 -4%
First Trust Advisors
550
First Trust Advisors
Illinois
$1.99M -$11.1K -133 -0.6%