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Vanguard Real Estate ETF

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
951
Fairhaven Wealth Management
Illinois
$555K +$555K +6,640 New
MWM
952
Maripau Wealth Management
Indiana
$551K +$10.8K +129 +2%
SIC
953
Samalin Investment Counsel
New York
$550K -$115K -1,374 -17%
DT
954
Diversified Trust
Tennessee
$549K -$668 -8 -0.1%
CAG
955
Csenge Advisory Group
Florida
$547K +$8.86K +106 +2%
NCM
956
NCM Capital Management
New Jersey
$545K -$4.18K -50 -0.8%
MSAM
957
Moloney Securities Asset Management
Missouri
$535K
PG
958
Patten Group
Tennessee
$535K -$94K -1,125 -15%
HT
959
Heritage Trust
Oklahoma
$533K
FPCG
960
Forum Private Client Group
Indiana
$532K -$23.5K -281 -4%
RMDI
961
R.M. Davis Inc
Maine
$531K +$9.61K +115 +2%
CCA
962
Cobblestone Capital Advisors
New York
$530K -$11.5K -138 -2%
EB
963
Exchange Bank
California
$527K +$527K +6,309 New
GF
964
Gries Financial
Ohio
$527K -$4.6K -55 -0.9%
GWM
965
Greenwich Wealth Management
Connecticut
$526K +$27.8K +333 +6%
RFP
966
Root Financial Partners
California
$526K -$614K -7,345 -54%
CAM
967
Cozad Asset Management
Illinois
$524K -$16.7K -200 -3%
KLCM
968
KG&L Capital Management
Louisiana
$523K +$20.6K +246 +4%
AA
969
Advisory Alpha
Michigan
$521K +$54.8K +656 +12%
FWA
970
FSC Wealth Advisors
New York
$520K +$83.1K +995 +19%
CCA
971
Column Capital Advisors
Indiana
$519K
MWM
972
Merriman Wealth Management
Washington
$519K +$44.1K +525 +9%
SFG
973
Sovereign Financial Group
Connecticut
$519K -$189K -2,266 -27%
PMG
974
Private Management Group
California
$518K
LW
975
Libra Wealth
California
$515K