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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 %
RWG
1176
Regal Wealth Group
California
$335K -$22.9K -275 -6%
MSA
1177
Marino Stram & Associates
Massachusetts
$334K
DWM
1178
Dakota Wealth Management
Florida
$333K +$78K +939 +31%
IP
1179
Intellectus Partners
California
$332K -$67.4K -812 -17%
CWM
1180
Collaborative Wealth Management
Florida
$331K -$16.6K -200 -5%
SBIA
1181
Sheaff Brock Investment Advisors
Indiana
$331K -$1.16K -14 -0.4%
CFO
1182
Colony Family Offices
North Carolina
$331K +$41.5K +500 +14%
RWM
1183
RKL Wealth Management
Pennsylvania
$327K -$19.8K -239 -6%
CPA
1184
Capital Performance Advisors
California
$327K +$27.4K +330 +9%
MWM
1185
Meridian Wealth Management
Kentucky
$326K -$82.8K -997 -20%
SW
1186
SkyOak Wealth
Michigan
$325K +$8.14K +98 +3%
WAG
1187
Winthrop Advisory Group
Massachusetts
$324K -$4.15K -50 -1%
RWB
1188
RMR Wealth Builders
New Jersey
$322K -$88.4K -1,065 -22%
AFP
1189
Ausdal Financial Partners
Iowa
$321K -$138K -1,661 -30%
LWMNY
1190
Landmark Wealth Management (New York)
New York
$320K +$89.5K +1,077 +39%
BFA
1191
Beacon Financial Advisory
Ohio
$320K -$27.4K -330 -8%
RFN
1192
RDA Financial Network
Iowa
$319K -$31.3K -377 -9%
QPWM
1193
Quadrant Private Wealth Management
Pennsylvania
$318K -$5.56K -67 -2%
LNWWM
1194
Laird Norton Wetherby Wealth Management
California
$318K -$124K -1,488 -28%
WA
1195
Wealthstream Advisors
New York
$318K -$79.6K -958 -20%
BAM
1196
Berkshire Asset Management
Pennsylvania
$317K -$83K -1,000 -21%
FIA
1197
Foundations Investment Advisors
Arizona
$317K -$91.6K -1,103 -22%
FCB
1198
First County Bank
Connecticut
$317K -$27.9K -336 -8%
HCA
1199
Horan Capital Advisors
Ohio
$316K +$249 +3 +0.1%
IF
1200
Ironwood Financial
Arizona
$315K +$2.66K +32 +0.9%