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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 %
LWP
901
Laurel Wealth Planning
Minnesota
$735K +$36.8K +443 +5%
FP
902
Financial Perspectives
Minnesota
$728K +$1.33K +16 +0.2%
SSC
903
Syverson Strege & Co
Iowa
$728K +$9.72K +117 +1%
BFC
904
Bedel Financial Consulting
Indiana
$727K -$22.5K -271 -3%
ANTB
905
AMG National Trust Bank
Colorado
$721K
WWM
906
Western Wealth Management
Colorado
$720K -$12.3K -148 -2%
CF
907
Centaurus Financial
California
$710K -$202K -2,437 -22%
PWMAG
908
Pinnacle Wealth Management Advisory Group
New Jersey
$707K -$47.1K -567 -6%
IWN
909
Independent Wealth Network
Iowa
$707K -$38.2K -460 -5%
GFG
910
Goldstone Financial Group
Illinois
$704K +$704K +8,474 New
SFG
911
Sovereign Financial Group
Connecticut
$704K -$280K -3,367 -28%
CWA
912
Capital Wealth Alliance
Arizona
$702K -$5.32K -64 -0.8%
BA
913
Bluesphere Advisors
Pennsylvania
$695K -$9.14K -110 -1%
FTS
914
Fifth Third Securities
Ohio
$692K -$21.1K -254 -3%
GL
915
Graypoint LLC
New York
$689K -$1.58K -19 -0.2%
DSC
916
Duncker Streett & Co
Missouri
$686K -$1.09M -13,126 -61%
WA
917
Wealth Architects
California
$685K -$22.8K -275 -3%
LIM
918
Loudon Investment Management
New Hampshire
$680K
ECG
919
Edge Capital Group
Georgia
$679K -$282K -3,400 -29%
EWM
920
Evercore Wealth Management
New York
$674K -$164K -1,980 -20%
ESB
921
Essex Savings Bank
Connecticut
$673K
ONSWM
922
Old North State Wealth Management
North Carolina
$672K +$6.41K +77 +1%
RWA
923
Ropes Wealth Advisors
Massachusetts
$672K -$3.65K -44 -0.5%
C
924
Certuity
Florida
$671K -$19.8K -239 -3%
Luther King Capital Management (LKCM)
925
Luther King Capital Management (LKCM)
Texas
$670K -$20.8K -250 -3%