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Vanguard Real Estate ETF

1,717 hedge funds and large institutions have $19.9B invested in Vanguard Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 686 increasing their positions, 590 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,717
Holders Change
+70
Holders Change %
+4.25%
% of All Funds
22.87%
Holding in Top 10
106
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.17%
% of All Funds
1.41%
New
220
Increased
686
Reduced
590
Closed
117
Calls
$123M
Puts
$138M
Net Calls
-$15.5M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
301
Total Wealth Planning
Ohio
$6.15M -$127K -1,427 -2%
FNC
302
First National Corp
Massachusetts
$6.14M +$248K +2,789 +4%
AFO
303
Allie Family Office
Florida
$6.14M +$299K +3,359 +5%
PC
304
Prairiewood Capital
North Dakota
$6.13M +$221K +2,476 +4%
RWI
305
Red Wave Investments
Pennsylvania
$6.11M -$2.14K -24 -0%
RCF
306
Rainwater Charitable Foundation
Texas
$6.1M
KF
307
Krilogy Financial
Missouri
$6.01M +$239K +2,678 +4%
PFP
308
Pinnacle Financial Partners
Tennessee
$5.98M +$39.5K +439 +0.7%
FAN
309
Financial Advisors Network
California
$5.97M +$5.97M +67,017 New
TFF
310
The Family Firm
Maryland
$5.94M +$27.3K +1,375 +0.5%
WFA
311
WestHill Financial Advisors
California
$5.94M +$111K +1,246 +2%
CAWM
312
Capital Advisors Wealth Management
Washington
$5.86M +$131K +1,474 +2%
SW
313
SVB Wealth
Massachusetts
$5.85M +$4.63M +51,992 +381%
NCM
314
Neumann Capital Management
California
$5.84M -$186K -2,092 -3%
JFG
315
JDM Financial Group
Texas
$5.81M +$476K +5,346 +9%
LWP
316
LMG Wealth Partners
Louisiana
$5.76M +$67.9K +762 +1%
AP
317
Agilis Partners
Massachusetts
$5.71M +$199K +2,238 +4%
WT
318
Whittier Trust
California
$5.7M +$244K +2,742 +4%
RIA
319
Regal Investment Advisors
Michigan
$5.69M -$813K -9,128 -13%
DW
320
Dodds Wealth
Colorado
$5.68M -$468K -5,214 -8%
CAM
321
Cresset Asset Management
Illinois
$5.6M -$2M -22,491 -26%
CA
322
Cambridge Associates
Massachusetts
$5.6M -$2.05M -23,029 -27%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$5.59M +$73.8K +842 +1%
UBG
324
United Bank (Georgia)
Georgia
$5.57M +$1.36M +15,248 +32%
WA
325
Waverly Advisors
Alabama
$5.48M +$354K +3,974 +7%