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Vanguard Real Estate ETF

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
201
Cardiff Park Advisors
California
$10.2M +$102K +1,217 +1%
BFA
202
Bluestem Financial Advisors
Illinois
$10.2M +$519K +6,209 +5%
SPIA
203
Steward Partners Investment Advisory
New York
$9.99M -$858K -10,266 -8%
MWM
204
Mission Wealth Management
California
$9.91M -$677K -8,097 -6%
PWP
205
Perfromance Wealth Partners
Illinois
$9.9M +$69.8K +825 +0.7%
PL
206
Plancorp LLC
Missouri
$9.83M +$401K +4,800 +4%
EI
207
Ellevest Inc
New York
$9.65M +$487K +5,834 +5%
WFA
208
West Financial Advisors
Iowa
$9.64M +$419K +5,017 +5%
NHT
209
New Hampshire Trust
New Hampshire
$9.61M -$130K -1,558 -1%
KAS
210
Kestra Advisory Services
Texas
$9.51M -$1.27M -15,140 -12%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$9.33M -$9.8M -116,134 -51%
AFC
212
Adaptive Financial Consulting
Ohio
$9.33M -$478K -5,719 -5%
SP
213
Symmetry Partners
Connecticut
$9.31M +$415K +4,967 +5%
RT
214
Rockland Trust
Massachusetts
$9.31M -$532K -6,363 -5%
PO
215
Private Ocean
California
$9.31M -$1.84M -21,968 -16%
FMC
216
First Merchants Corp
Indiana
$9.27M -$176K -2,101 -2%
TA
217
Tiedemann Advisors
New York
$9.26M -$967K -11,447 -9%
GAM
218
Gould Asset Management
California
$9.23M +$123K +1,474 +1%
HWMT
219
Heritage Wealth Management (Texas)
Texas
$9.2M +$308K +3,683 +3%
TC
220
Trilogy Capital
California
$9.16M +$284K +3,294 +3%
NL
221
NWAM LLC
Washington
$9.08M +$5.05M +60,490 +125%
PA
222
Parallel Advisors
California
$9.03M +$99K +1,185 +1%
CFP
223
Cypress Financial Planning
New Jersey
$8.91M +$931K +11,039 +12%
FNC
224
First National Corp
Massachusetts
$8.88M -$159K -1,900 -2%
TFA
225
Transamerica Financial Advisors
Florida
$8.69M +$523K +6,255 +6%