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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 %
IWM
601
IHT Wealth Management
Illinois
$1.73M +$415 +5 +0%
BIA
602
Benchmark Investment Advisors
Illinois
$1.73M -$33.4K -402 -2%
SB
603
Simmons Bank
Arkansas
$1.72M -$129K -1,557 -7%
FG
604
Foster Group
Iowa
$1.72M +$99.6K +1,199 +6%
IP
605
Investment Partners
Ohio
$1.72M -$44.3K -534 -3%
AFS
606
Annapolis Financial Services
Maryland
$1.72M +$13.1K +158 +0.8%
SWM
607
Soundmark Wealth Management
Washington
$1.71M +$102K +1,223 +6%
CWA
608
Consilium Wealth Advisory
Texas
$1.7M -$1.67M -20,073 -49%
ACM
609
Armbruster Capital Management
New York
$1.7M +$286K +3,450 +20%
NDSI
610
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M -$737K -8,877 -30%
KP
611
Keel Point
Alabama
$1.68M +$232K +2,791 +16%
KFA
612
Kelleher Financial Advisors
New York
$1.68M +$492K +5,925 +41%
CB
613
Centennial Bank
Arkansas
$1.68M -$41.5K -500 -2%
BFA
614
BBJS Financial Advisors
Washington
$1.68M +$429K +5,170 +34%
1IA
615
1834 Investment Advisors
Wisconsin
$1.68M
CBFP
616
Cedar Brook Financial Partners
Ohio
$1.66M +$176K +2,114 +12%
AT
617
American Trust
Kentucky
$1.66M +$201K +2,419 +14%
SS
618
Simplicity Solutions
Minnesota
$1.66M +$1.32M +15,879 +391%
PHAM
619
Palisades Hudson Asset Management
Florida
$1.65M +$68.5K +825 +4%
GA
620
Greenspring Advisors
Maryland
$1.65M +$57.4K +691 +4%
HTC
621
Haverford Trust Company
Pennsylvania
$1.64M -$13.6K -164 -0.8%
AAP
622
Arax Advisory Partners
Colorado
$1.64M +$51.8K +624 +3%
JJBC
623
James J. Burns & Company
New York
$1.64M +$540K +6,500 +49%
CWA
624
CJM Wealth Advisers
Virginia
$1.64M +$80.1K +964 +5%
CA
625
Crewe Advisors
Utah
$1.63M -$311K -3,746 -16%