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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 %
AFGAS
926
Allegiance Financial Group Advisory Services
Virginia
$669K +$144K +1,732 +27%
LBC
927
Lowe Brockenbrough & Co
Virginia
$669K -$309K -3,725 -32%
BB
928
Busey Bank
Illinois
$668K +$169K +2,035 +34%
SFA
929
Sequoia Financial Advisors
Ohio
$666K -$184K -2,220 -22%
TCA
930
Trifecta Capital Advisors
Illinois
$662K -$50.3K -606 -7%
SIC
931
Samalin Investment Counsel
New York
$661K -$69.8K -841 -10%
GPA
932
Guidance Point Advisors
Massachusetts
$652K +$8.64K +104 +1%
IC
933
Iconiq Capital
California
$650K
MA
934
Mutual Advisors
Nebraska
$650K +$172K +2,077 +36%
SBF
935
Sara-Bay Financial
Florida
$648K -$149K -1,790 -19%
KFI
936
Key Financial Inc
Pennsylvania
$647K +$48.7K +586 +8%
FFS
937
Founders Financial Securities
Maryland
$647K -$5.4K -65 -0.8%
KW
938
KWB Wealth
California
$646K +$23.8K +288 +4%
PTC
939
Private Trust Company
Ohio
$644K -$18.8K -227 -3%
WE
940
Wealth Effects
Massachusetts
$643K -$38.7K -466 -6%
SP
941
SWS Partners
Ohio
$641K +$641K +7,725 New
AA
942
AlphaMark Advisors
Kentucky
$640K
CIP
943
Capital Insight Partners
Arizona
$639K -$31.2K -376 -5%
RCAG
944
Rehmann Capital Advisory Group
Michigan
$633K -$6.48K -78 -1%
YIA
945
YHB Investment Advisors
Connecticut
$633K +$581 +7 +0.1%
MIM
946
Marco Investment Management
Georgia
$632K
WCM
947
Wavelength Capital Management
Connecticut
$630K -$208K -2,500 -25%
AFS
948
AFG Fiduciary Services
Massachusetts
$628K -$37.7K -454 -6%
SMC
949
Smith, Moore & Co
Missouri
$628K +$18.8K +227 +3%
LWM
950
Liberty Wealth Management
California
$628K +$628K +7,559 New