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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 %
EDRIA
551
Edmonds Duncan Registered Investment Advisors
Kansas
$2.07M -$48.2K -581 -2%
FVWA
552
Foster Victor Wealth Advisors
South Carolina
$2.06M -$5.63M -68,411 -73%
MPCL
553
My Personal CFO LLC
Washington
$2.06M +$1.25M +15,078 +155%
FAT
554
First American Trust
California
$2.06M -$245K -2,953 -11%
WFA
555
Websterrogers Financial Advisors
South Carolina
$2.05M -$3.49K -42 -0.2%
MW
556
Marcum Wealth
Ohio
$2.05M -$82.8K -997 -4%
BCM
557
BTC Capital Management
Iowa
$2.04M
WB
558
Webster Bank
Connecticut
$2.03M -$76.8K -925 -4%
HI
559
Harbour Investments
Wisconsin
$2.03M +$138K +1,659 +7%
WCM
560
Windham Capital Management
Massachusetts
$2.03M -$640K -7,708 -24%
CC
561
Callan Capital
California
$2.01M +$282K +3,394 +16%
NFG
562
Nations Financial Group
Iowa
$2.01M +$363K +4,369 +22%
DWA
563
Dougherty Wealth Advisers
Minnesota
$1.99M -$20.3K -244 -1%
First Trust Advisors
564
First Trust Advisors
Illinois
$1.99M +$30.7K +370 +2%
MSFS
565
Main Street Financial Solutions
Pennsylvania
$1.97M +$107K +1,287 +6%
PBF
566
Petix & Botte Financial
California
$1.97M +$1.97M +23,756 New
EWA
567
Encompass Wealth Advisors
Oregon
$1.96M +$17.4K +210 +0.9%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$1.94M -$3.01M -36,205 -61%
OPS
569
Orion Portfolio Solutions
Nebraska
$1.93M +$133K +1,606 +7%
BCI
570
Brinker Capital Investments
Pennsylvania
$1.93M +$1.93M +23,291 New
AWE
571
Avidian Wealth Enterprises
Texas
$1.91M +$1.21M +14,585 +173%
VWA
572
VERITY Wealth Advisors
United States
$1.89M +$42.8K +516 +2%
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$240K -2,888 -11%
NSB
574
Norway Savings Bank
Maine
$1.88M -$10.4K -125 -0.6%
WA
575
Waterford Advisors
New York
$1.87M -$61K -734 -3%