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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 %
CAL
826
Capital Analysts LLC
Pennsylvania
$922K -$51.2K -617 -5%
PCIA
827
Prime Capital Investment Advisors
Kansas
$916K +$22.3K +269 +2%
CFS
828
CRA Financial Services
New Jersey
$916K +$73.2K +882 +9%
AAS
829
Annex Advisory Services
Wisconsin
$915K -$58.5K -704 -6%
SCI
830
Stableford Capital II
Arizona
$915K +$915K +11,090 New
CPWMP
831
Cardinal Point Wealth Management Partners
California
$914K -$664 -8 -0.1%
CPCM
832
Cardinal Point Capital Management
Ontario, Canada
$914K -$664 -8 -0.1%
BWIA
833
Bryant Woods Investment Advisors
New York
$911K -$390K -4,692 -30%
GWCM
834
Godshalk Welsh Capital Management
Pennsylvania
$910K +$41.5K +500 +5%
WI
835
Wintrust Investments
Illinois
$907K -$39.8K -479 -4%
AIP
836
Almanack Investment Partners
Pennsylvania
$891K
TC
837
Trust Company
Kansas
$890K -$14.4K -174 -2%
WIM
838
Westside Investment Management
California
$888K -$25.7K -309 -3%
KA
839
Kovack Advisors
Florida
$880K +$42.4K +511 +5%
TW
840
Towerpoint Wealth
California
$876K -$136K -1,641 -13%
FPTW
841
Franklin, Parlapiano, Turner & Welch
Texas
$869K +$403K +4,856 +87%
FW
842
FirstPurpose Wealth
Utah
$866K -$130K -1,571 -13%
LMKC
843
L.M. Kohn & Company
Ohio
$863K +$1.58K +19 +0.2%
BAWC
844
Boyce & Associates Wealth Consulting
Texas
$861K +$861K +10,444 New
TSS
845
Two Sigma Securities
New York
$859K +$620K +7,466 +259%
WF
846
Warner Financial
Maryland
$858K +$127K +1,533 +17%
SF
847
Safeguard Financial
Wisconsin
$856K -$64.5K -777 -7%
MWA
848
Martel Wealth Advisors
Washington
$855K +$18.5K +223 +2%
HF
849
Halpern Financial
Virginia
$855K -$59.7K -719 -7%
MFT
850
Moisand Fitzgerald Tamayo
Florida
$851K -$9.05K -109 -1%