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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 %
JCIA
1051
Jackson Creek Investment Advisors
Colorado
$428K
RFG
1052
RFP Financial Group
Georgia
$426K +$178K +2,135 +72%
FW
1053
FirstPurpose Wealth
Utah
$423K -$448K -5,367 -51%
ES
1054
Eagle Strategies
New York
$422K -$30.3K -363 -7%
CSWM
1055
Cassady Schiller Wealth Management
Ohio
$421K
IIC
1056
Ironwood Investment Counsel
Arizona
$420K -$42.3K -506 -9%
FIBT
1057
First International Bank & Trust
North Dakota
$419K
EWM
1058
Edge Wealth Management
New York
$418K
HWA
1059
Hillcrest Wealth Advisors
New Jersey
$418K
VPIM
1060
Vanguard Personalized Indexing Management
California
$417K +$27.6K +330 +7%
EA
1061
Eudaimonia Advisors
Tennessee
$416K +$30.8K +368 +8%
ORC
1062
O'Rourke & Company
Massachusetts
$416K +$3.09K +37 +0.7%
BCA
1063
Bray Capital Advisors
Florida
$416K -$28.7K -343 -6%
OAM
1064
Occidental Asset Management
California
$414K -$16.7K -200 -4%
KFP
1065
Keystone Financial Planning
Ohio
$413K
BST
1066
Bath Savings Trust
Maine
$413K -$158K -1,893 -28%
COCM
1067
Charter Oak Capital Management
New Hampshire
$413K +$56.1K +671 +16%
SWM
1068
Silverlake Wealth Management
Vermont
$412K -$23.1K -277 -5%
WBCM
1069
Wilson & Boucher Capital Management
California
$409K
MBFW
1070
Morton Brown Family Wealth
Pennsylvania
$402K +$34.8K +416 +9%
DDPIC
1071
Deroy & Devereaux Private Investment Counsel
Michigan
$402K +$5.43K +65 +1%
RA
1072
Resolute Advisors
California
$402K -$10.9K -129 -3%
OCM
1073
Objective Capital Management
Ohio
$398K -$21.7K -260 -5%
RWMH
1074
Riverpoint Wealth Management Holdings
Illinois
$398K -$16.5K -198 -4%
TIM
1075
Tortoise Investment Management
New York
$397K +$171K +2,044 +75%