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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 %
DWM
526
Destination Wealth Management
California
$2.02M -$165K -2,187 -8%
IAS
527
Insigneo Advisory Services
Florida
$2.01M +$518K +6,800 +35%
AWM
528
Abound Wealth Management
Tennessee
$2.01M +$77.9K +1,027 +4%
V
529
VeraBank
Texas
$2.01M +$106K +1,406 +6%
EDRIA
530
Edmonds Duncan Registered Investment Advisors
Kansas
$2M +$54.5K +720 +3%
WPC
531
Waters Parkerson & Co
Louisiana
$2M +$70.4K +931 +4%
FAM
532
Flaharty Asset Management
Florida
$1.98M +$561K +7,418 +40%
BSB
533
Bangor Savings Bank
Maine
$1.96M +$48K +634 +3%
BFA
534
BBJS Financial Advisors
Washington
$1.96M +$176K +2,331 +10%
FA
535
FDx Advisors
Illinois
$1.96M -$247K -3,270 -11%
WFA
536
Websterrogers Financial Advisors
South Carolina
$1.95M +$24.3K +321 +1%
UA
537
Unison Advisors
District of Columbia
$1.95M +$6.05K +80 +0.3%
ACA
538
Affinity Capital Advisors
California
$1.95M -$1.17M -15,430 -37%
VCM
539
Vivaldi Capital Management
Illinois
$1.93M +$188K +2,491 +11%
CWM
540
Cornerstone Wealth Management
Missouri
$1.93M -$68.2K -901 -3%
LPAM
541
Lodestar Private Asset Management
California
$1.93M -$74.7K -987 -4%
LGA
542
Lebenthal Global Advisors
New York
$1.92M +$1.92M +25,415 New
CC
543
Callan Capital
California
$1.92M +$101K +1,336 +6%
OFS
544
OneAscent Financial Services
Alabama
$1.91M +$1.91M +25,071 New
BWA
545
Bordeaux Wealth Advisors
California
$1.91M +$540K +7,135 +39%
OIA
546
OneDigital Investment Advisors
Kansas
$1.89M -$148K -1,959 -7%
MHIC
547
Marble Harbor Investment Counsel
Massachusetts
$1.89M -$53K -700 -3%
SWA
548
Sax Wealth Advisors
New Jersey
$1.88M -$58.9K -778 -3%
BCM
549
BTC Capital Management
Iowa
$1.86M
IA
550
IFG Advisors
Missouri
$1.86M +$78.3K +1,035 +4%