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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 %
PIA
1126
Perennial Investment Advisors
California
$373K -$250K -3,005 -40%
AF
1127
Arrow Financial
New York
$372K +$29.9K +360 +9%
FTC
1128
Farmers Trust Company
Ohio
$371K -$28.1K -338 -7%
FDDB
1129
Fidelity D&D Bancorp
Pennsylvania
$369K +$369K +4,270 New
ML
1130
McAdam LLC
Pennsylvania
$369K +$369K +4,441 New
PCP
1131
Proficio Capital Partners
Massachusetts
$368K +$14.9K +180 +4%
RWM
1132
Revisor Wealth Management
Ohio
$368K +$368K +4,431 New
Koshinski Asset Management
1133
Koshinski Asset Management
Illinois
$368K +$111K +1,202 +43%
PAMG
1134
Patton Albertson Miller Group
Tennessee
$367K -$53.1K -639 -13%
CCA
1135
Cadent Capital Advisors
Oklahoma
$367K +$6.56K +79 +2%
MBFW
1136
Morton Brown Family Wealth
Pennsylvania
$365K +$168K +2,029 +86%
FWM
1137
Forza Wealth Management
Florida
$365K +$62.3K +750 +21%
TA
1138
TrueWealth Advisors
Alabama
$365K -$125K -1,502 -25%
BCM
1139
Basso Capital Management
Connecticut
$363K
FNWM
1140
Financial Network Wealth Management
Utah
$363K +$26.7K +322 +8%
GVAG
1141
Great Valley Advisor Group
Delaware
$362K -$26.9K -323 -7%
FOFP
1142
Fee-Only Financial Planning
South Carolina
$360K +$249 +3 +0.1%
PAS
1143
Professional Advisory Services
Florida
$360K
LW
1144
Linscomb Wealth
Texas
$358K -$59.5K -716 -14%
MIC
1145
Meridian Investment Counsel
California
$357K
VT
1146
Vise Technologies
New York
$357K -$98.2K -1,183 -22%
AC
1147
Avestar Capital
New York
$356K
GWS
1148
Glassman Wealth Services
Virginia
$355K
COCM
1149
Charter Oak Capital Management
New Hampshire
$354K +$10.8K +130 +3%
ITIM
1150
Indiana Trust & Investment Management
Indiana
$353K -$3.74K -45 -1%