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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 %
BFA
626
Beaumont Financial Advisors
Massachusetts
$1.63M -$21.2K -255 -1%
SB
627
Strategic Blueprint
Georgia
$1.63M -$45.3K -546 -3%
IFS
628
Ifrah Financial Services
Arkansas
$1.62M -$17.4K -210 -1%
BWA
629
Bordeaux Wealth Advisors
California
$1.61M +$89.3K +1,075 +6%
S
630
SimplyRich
California
$1.61M -$49.1K -591 -3%
MMPW
631
Mitchell McLeod Pugh & Williams
Alabama
$1.61M +$21.3K +256 +1%
EWA
632
Exencial Wealth Advisors
Oklahoma
$1.61M +$170K +2,045 +12%
TWA
633
TCI Wealth Advisors
Arizona
$1.6M -$1.41K -17 -0.1%
CT
634
Coastline Trust
Rhode Island
$1.6M -$1.12M -13,493 -41%
WCFA
635
Walkner Condon Financial Advisors
Wisconsin
$1.59M -$28.4K -342 -2%
HCMT
636
Highland Capital Management (Tennessee)
Tennessee
$1.59M +$108K +1,299 +7%
SAG
637
SageView Advisory Group
California
$1.59M +$179K +2,158 +13%
CWM
638
Congress Wealth Management
Massachusetts
$1.59M +$1.02M +12,251 +179%
ACA
639
Anchor Capital Advisors
Massachusetts
$1.58M -$67.3K -811 -4%
MFWP
640
Mosaic Family Wealth Partners
Missouri
$1.58M +$17.1K +206 +1%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$1.57M -$27K -325 -2%
BC
642
Bartlett & Co
Ohio
$1.57M -$27K -325 -2%
CWM
643
Cherrydale Wealth Management
New Jersey
$1.57M -$21.5K -259 -1%
EBWM
644
Eagle Bluffs Wealth Management
Missouri
$1.56M +$188K +2,261 +14%
AWA
645
Archvest Wealth Advisors
California
$1.56M +$1.46M +17,524 +1,374%
BFPW
646
BOK Financial Private Wealth
Colorado
$1.55M -$26.3K -317 -2%
WFA
647
Wellspring Financial Advisors
Ohio
$1.53M -$78.7K -948 -5%
KFP
648
KMG Fiduciary Partners
Ohio
$1.52M -$103K -1,241 -6%
APG
649
Abacus Planning Group
South Carolina
$1.52M +$498 +6 +0%
CG
650
Clifford Group
Massachusetts
$1.52M -$200K -2,408 -12%