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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 %
NQWM
201
Northwest Quadrant Wealth Management
Oregon
$9.66M -$750K -9,910 -7%
I
202
INVST
Indiana
$9.61M +$326K +4,307 +4%
FHC
203
Fort Henry Capital
West Virginia
$9.59M -$177K -2,338 -2%
HNB
204
Huntington National Bank
Ohio
$9.56M -$11.3M
AA
205
Ancora Advisors
Ohio
$9.4M -$140K -1,852 -1%
GAM
206
Gould Asset Management
California
$9.37M +$1.01M +13,369 +12%
AWP
207
Ascent Wealth Partners
New York
$9.34M +$49.3K +652 +0.5%
CPIG
208
Chicago Partners Investment Group
Illinois
$9.16M -$351K -4,894 -4%
EI
209
Ellevest Inc
New York
$9.1M +$356K +4,703 +4%
SPIA
210
Steward Partners Investment Advisory
New York
$9.03M -$9.23K -122 -0.1%
PL
211
Plancorp LLC
Missouri
$8.99M +$87K +1,150 +1%
TC
212
Trilogy Capital
California
$8.95M +$906K +11,979 +11%
AFC
213
Adaptive Financial Consulting
Ohio
$8.95M +$502K +6,639 +6%
BRWA
214
B. Riley Wealth Advisors
Florida
$8.86M +$1.26M +16,527 +17%
NHT
215
New Hampshire Trust
New Hampshire
$8.85M +$145K +1,922 +2%
Franklin Resources
216
Franklin Resources
California
$8.76M +$3.13M +41,412 +56%
TWM
217
Tanglewood Wealth Management
Texas
$8.72M -$3.98M -52,585 -31%
CFP
218
Cypress Financial Planning
New Jersey
$8.63M +$641K +8,473 +8%
MIM
219
MetLife Investment Management
New Jersey
$8.62M +$870K +11,500 +11%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$8.52M -$938K -12,393 -10%
HWMT
221
Heritage Wealth Management (Texas)
Texas
$8.48M +$145K +1,911 +2%
FNC
222
First National Corp
Massachusetts
$8.38M +$340K +4,489 +4%
BPA
223
Beacon Pointe Advisors
California
$8.36M +$1.59M +21,018 +23%
KAS
224
Kestra Advisory Services
Texas
$8.36M -$245K -3,236 -3%
MWM
225
Mission Wealth Management
California
$8.35M -$624K -8,252 -7%