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Vanguard Real Estate ETF

1,570 hedge funds and large institutions have $18.8B invested in Vanguard Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 556 increasing their positions, 683 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-51
Holders Change %
-3.15%
% of All Funds
22.83%
Holding in Top 10
99
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.17%
% of All Funds
1.44%
New
91
Increased
556
Reduced
683
Closed
119
Calls
$111M
Puts
$91.8M
Net Calls
+$19.3M
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
326
Whitegate Investment Counselors
New Hampshire
$5.23M -$53K -633 -1%
BFG
327
Baron Financial Group
New Jersey
$5.11M +$55.8K +666 +1%
UB
328
UMB Bank
Missouri
$5.09M -$778K -9,290 -13%
ZF
329
Zhang Financial
Michigan
$4.95M -$730K -8,714 -13%
ACM
330
Ashford Capital Management
Delaware
$4.95M +$2.13M +25,388 +75%
WTC
331
WhitTier Trust Company
Nevada
$4.95M -$187K -2,227 -4%
PWM
332
Perigon Wealth Management
California
$4.93M -$289K -3,450 -6%
SWM
333
Sterling Wealth Management
Illinois
$4.92M -$167K -1,991 -3%
PP
334
PDS Planning
Ohio
$4.91M +$125K +1,487 +3%
CFA
335
Cahill Financial Advisors
Minnesota
$4.87M -$474K -5,663 -9%
SG Americas Securities
336
SG Americas Securities
New York
$4.87M +$262K +3,134 +6%
MAM
337
Marotta Asset Management
Virginia
$4.87M -$227K -2,736 -4%
GFWA
338
Grey Fox Wealth Advisors
Delaware
$4.85M +$377K +4,444 +8%
SWM
339
Spire Wealth Management
Virginia
$4.82M -$101K -1,214 -2%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$4.81M -$500K -7,375 -9%
FA
341
Financial Alternatives
California
$4.78M +$262K +3,133 +6%
BWA
342
BlueSky Wealth Advisors
North Carolina
$4.78M +$4.78M +57,036 New
AI
343
Atria Investments
North Carolina
$4.76M -$2.18M -26,079 -31%
WA
344
Waverly Advisors
Alabama
$4.66M +$2.18M +26,012 +88%
FAM
345
Frontier Asset Management
Wyoming
$4.64M +$24.3K +290 +0.5%
JWM
346
JFG Wealth Management
Colorado
$4.61M -$1.13M -13,546 -20%
ETC
347
Exchange Traded Concepts
Oklahoma
$4.61M -$57.3M -684,079 -93%
CA
348
Crewe Advisors
Utah
$4.56M +$3.4M +40,609 +293%
AWA
349
Aletheian Wealth Advisors
Washington
$4.52M +$531K +6,341 +13%
KA
350
Klingman & Associates
New York
$4.52M +$105K +1,255 +2%