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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.

Holders
1,513
Holders Change
-30
Holders Change %
-1.94%
% of All Funds
24.13%
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 %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$18.5M +$460K +6,075 +3%
CCM
102
Carlson Capital Management
Minnesota
$18.4M +$2.38M +31,447 +15%
JFA
103
JNBA Financial Advisors
Minnesota
$18.3M +$208K +2,754 +1%
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$18.3M +$206K +2,726 +1%
AWS
105
Atria Wealth Solutions
New York
$17.9M +$5.49M +72,086 +44%
PCWA
106
Pacific Capital Wealth Advisors
California
$17.8M -$33.2K -439 -0.2%
Truist Financial
107
Truist Financial
North Carolina
$17.7M -$16.1M -213,061 -48%
BSW
108
Buckingham Strategic Wealth
Missouri
$17.5M -$46.8K -618 -0.3%
WF
109
Whelan Financial
California
$17.5M +$938K +12,400 +6%
Principal Financial Group
110
Principal Financial Group
Iowa
$17.5M -$416K -5,503 -2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$17.5M -$3.03M -37,040 -15%
TIAA Trust, National Association
112
TIAA Trust, National Association
North Carolina
$17.4M +$17.4M +229,538 New
CIA
113
Capital Investment Advisors
Georgia
$17.3M +$370K +4,886 +2%
HWA
114
HHM Wealth Advisors
Tennessee
$17M +$2.19M +28,976 +15%
Comerica Bank
115
Comerica Bank
Texas
$16.8M +$16.8M +221,767 New
FWP
116
Falcon Wealth Planning
California
$16.7M +$808K +10,685 +5%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$16.6M -$16.7M -220,960 -50%
B
118
Bailard
California
$16.4M +$6.42M +84,790 +64%
JFGLC
119
Johnson Financial Group LLC (Colorado)
Colorado
$16.4M -$392K -5,176 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$16.4M -$348K -4,600 -2%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$16.2M
JFG
122
JMG Financial Group
Illinois
$16.2M -$1.78M -23,542 -10%
Victory Capital Management
123
Victory Capital Management
Texas
$16.1M
CTI
124
Community Trust & Investment
Kentucky
$16M +$960K +12,688 +6%
RWM
125
Rockwood Wealth Management
Pennsylvania
$16M +$2.76M +36,504 +21%