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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 %
FFM
1076
Forum Financial Management
Illinois
$428K +$60.7K +731 +17%
JCIA
1077
Jackson Creek Investment Advisors
Colorado
$426K -$1.16K -14 -0.3%
CCG
1078
Cypress Capital Group
Florida
$426K -$185K -2,228 -30%
SCM
1079
Schnieders Capital Management
California
$423K -$155K -1,865 -27%
CSWM
1080
Cassady Schiller Wealth Management
Ohio
$418K -$117K -1,410 -22%
TCM
1081
Tandem Capital Management
New Jersey
$418K
WWM
1082
Wiser Wealth Management
Georgia
$417K -$161K -1,941 -28%
BTW
1083
Boston Trust Walden
Massachusetts
$417K -$89.8K -1,081 -18%
OCM
1084
Objective Capital Management
Ohio
$417K -$31.7K -382 -7%
EWA
1085
EverSource Wealth Advisors
Alabama
$416K +$12.8K +154 +3%
FIBT
1086
First International Bank & Trust
North Dakota
$416K -$145K -1,746 -26%
HWA
1087
Hillcrest Wealth Advisors
New Jersey
$415K -$2.08K -25 -0.5%
EWM
1088
Edge Wealth Management
New York
$415K
PWM
1089
PBMares Wealth Management
Virginia
$414K +$7.31K +88 +2%
LA
1090
Latitude Advisors
Florida
$412K -$24.9K -300 -6%
LNB
1091
Ledyard National Bank
$412K -$117K -1,405 -22%
RWMH
1092
Riverpoint Wealth Management Holdings
Illinois
$412K -$763K -9,193 -65%
ORC
1093
O'Rourke & Company
Massachusetts
$411K +$8.06K +97 +2%
KFP
1094
Keystone Financial Planning
Ohio
$410K
WBCM
1095
Wilson & Boucher Capital Management
California
$407K -$8.3K -100 -2%
EGA
1096
E&G Advisors
Texas
$407K -$8.47K -102 -2%
WHCI
1097
W.H. Cornerstone Investments
Massachusetts
$406K +$23.3K +280 +6%
RA
1098
Resolute Advisors
California
$405K +$17.2K +207 +4%
LIG
1099
Lokken Investment Group
Delaware
$403K +$54.2K +653 +16%
BCP
1100
Berkeley Capital Partners
Georgia
$403K -$4.32K -52 -1%