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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 %
ECA
801
Elevated Capital Advisors
Utah
$987K -$35.5K -428 -3%
SIC
802
Sigma Investment Counselors
Michigan
$987K -$2.3M -27,719 -70%
NP
803
NorthRock Partners
Minnesota
$985K -$234K -2,812 -19%
PCM
804
Piedmont Capital Management
Montana
$985K +$44.5K +542 +5%
MBT
805
Montecito Bank & Trust
California
$979K -$127K -1,527 -11%
SM
806
Sweeney & Michel
California
$979K +$979K +11,918 New
MFC
807
Mechanics Financial Corp
Ohio
$979K -$8.8K -106 -0.9%
GA
808
Greytown Advisors
Florida
$976K -$17K -205 -2%
TI
809
Tidal Investments
Wisconsin
$975K
DWT
810
Dorsey & Whitney Trust
South Dakota
$970K +$1.5K +18 +0.2%
TDWM
811
Topel & Distasi Wealth Management
California
$968K +$115K +1,384 +13%
TCM
812
Telos Capital Management
California
$967K -$1.83M -22,014 -65%
AFA
813
American Financial Advisors
Georgia
$963K +$9.72K +117 +1%
CB
814
Community Bank
New York
$963K -$168K -2,029 -15%
OAM
815
Oppenheimer Asset Management
New York
$960K -$168K -2,028 -15%
RVPG
816
Relative Value Partners Group
$959K -$13.1K -158 -1%
SCA
817
Snowden Capital Advisors
New York
$959K +$107K +1,289 +13%
PF
818
Parker Financial
Washington
$956K +$5.81K +70 +0.6%
FWP
819
FAS Wealth Partners
Kansas
$944K -$74.6K -898 -7%
RFG
820
Range Financial Group
Oregon
$942K -$14.3K -172 -1%
EIP
821
Ellis Investment Partners
Pennsylvania
$942K -$53.7K -647 -5%
FNBSF
822
First National Bank Sioux Falls
South Dakota
$935K -$29.1K -351 -3%
NFP
823
Narus Financial Partners
Utah
$933K +$44.3K +533 +5%
BFG
824
Bleakley Financial Group
New Jersey
$925K +$155K +1,865 +20%
MFA
825
Mayflower Financial Advisors
Massachusetts
$924K -$1.83K -22 -0.2%