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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 %
CCM
1001
Canal Capital Management
Virginia
$515K -$1.36M -16,377 -73%
PMG
1002
Private Management Group
California
$514K -$8.55K -103 -2%
SWA
1003
Strata Wealth Advisors
Texas
$514K +$100K +1,204 +24%
GWP
1004
Gateway Wealth Partners
Wisconsin
$513K -$32.8K -395 -6%
LW
1005
Libra Wealth
California
$512K
SAM
1006
S.A. Mason
Michigan
$510K
GP
1007
Girard Partners
Pennsylvania
$510K -$1.05M -12,591 -67%
H
1008
HoyleCohen
California
$510K +$60.7K +731 +14%
AAG
1009
Armstrong Advisory Group
Massachusetts
$508K +$87.1K +1,049 +21%
CIAS
1010
CFS Investment Advisory Services
New Jersey
$505K +$505K +6,087 New
BCM
1011
Boltwood Capital Management
California
$503K
BCM
1012
Bayesian Capital Management
New York
$503K -$907K -10,924 -64%
CA
1013
Claro Advisors
Massachusetts
$503K -$5.23K -63 -1%
KLCM
1014
KG&L Capital Management
Louisiana
$500K +$15.9K +192 +3%
CFS
1015
Cannon Financial Strategists
Georgia
$500K +$54.4K +655 +12%
MTC
1016
McDaniel Terry & Co
Texas
$498K +$5.89K +71 +1%
SWM
1017
Stockman Wealth Management
Montana
$498K -$58.1K -700 -10%
IP
1018
Ignite Planners
California
$497K -$1.66K -20 -0.3%
PMG
1019
ProVise Management Group
Florida
$496K -$58.1K -700 -10%
KA
1020
Kearns & Associates
California
$495K -$916 -11 -0.2%
GWM
1021
Greenwich Wealth Management
Connecticut
$495K -$70.3K -847 -12%
PI
1022
PFG Investments
New York
$494K +$494K +5,947 New
CCB
1023
Country Club Bank
Missouri
$488K -$94.4K -1,161 -16%
HCP
1024
Hexagon Capital Partners
Arkansas
$488K +$1.16K +14 +0.2%
WWM
1025
Windsor Wealth Management
Indiana
$485K +$175K +2,112 +56%