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Vanguard Real Estate ETF

1,513 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 621 increasing their positions, 624 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-30
Holders Change %
-1.94%
% of All Funds
24.12%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
89
Increased
621
Reduced
624
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
1101
Eudaimonia Partners
Tennessee
$329K +$1.21K +16 +0.4%
LA
1102
Latitude Advisors
Florida
$329K -$4.84K -64 -1%
FOFP
1103
Fee-Only Financial Planning
South Carolina
$328K
PAS
1104
Professional Advisory Services
Florida
$328K
LIG
1105
Lokken Investment Group
Delaware
$328K -$7.79K -103 -2%
SNBOSD
1106
Security National Bank of So Dak
Iowa
$327K +$327K +4,325 New
GPA
1107
Garrison Point Advisors
California
$326K
MSAM
1108
Moloney Securities Asset Management
Missouri
$326K -$158K -2,094 -33%
PTP
1109
Platform Technology Partners
New York
$326K -$5.07K -67 -2%
TA
1110
Tactive Advisors
Florida
$324K +$35.7K +472 +12%
FDDB
1111
Fidelity D&D Bancorp
Pennsylvania
$323K +$323K +4,270 New
MSWM
1112
McGlone Suttner Wealth Management
Wisconsin
$322K +$908 +12 +0.3%
FWP
1113
FAS Wealth Partners
Kansas
$321K -$5.15K -68 -2%
MAM
1114
McLean Asset Management
Virginia
$321K -$97K -1,285 -23%
FTC
1115
Farmers Trust Company
Ohio
$320K -$15.1K -200 -5%
SDWMA
1116
Schneider Downs Wealth Management Advisors
Pennsylvania
$319K +$2.35K +31 +0.7%
JWM
1117
Jupiter Wealth Management
Colorado
$319K +$319K +4,215 New
PMG
1118
Private Management Group
California
$317K -$151K -2,000 -32%
TCWM
1119
Total Clarity Wealth Management
Illinois
$317K +$317K +4,190 New
BPWM
1120
Badgley Phelps Wealth Managers
Washington
$317K -$14.9K -197 -4%
ITIM
1121
Indiana Trust & Investment Management
Indiana
$316K -$6.05K -80 -2%
TCM
1122
Tandem Capital Management
New Jersey
$314K -$26.5K -350 -8%
PCTC
1123
Perkins Coie Trust Company
Washington
$313K -$454 -6 -0.1%
IWA
1124
Inspirion Wealth Advisors
Illinois
$312K
EWA
1125
EverSource Wealth Advisors
Alabama
$312K +$21.8K +288 +8%