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Vanguard Real Estate ETF

1,648 hedge funds and large institutions have $21.8B invested in Vanguard Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 619 increasing their positions, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+78
Holders Change %
+4.97%
% of All Funds
23.84%
Holding in Top 10
118
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.19%
% of All Funds
1.71%
New
173
Increased
619
Reduced
642
Closed
70
Calls
$119M
Puts
$149M
Net Calls
-$30.3M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
326
Coldstream Capital Management
Washington
$6.23M -$877 -9 -0%
LWP
327
LMG Wealth Partners
Louisiana
$6.23M -$13.2K -135 -0.2%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$6.12M +$1.45M +14,855 +31%
AI
329
Atria Investments
North Carolina
$6.03M +$498K +5,115 +9%
AP
330
Agilis Partners
Massachusetts
$6.03M -$303K -3,107 -5%
WT
331
Whittier Trust
California
$5.97M -$256K -2,629 -4%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$5.97M -$174K -2,009 -3%
ACM
333
Ashford Capital Management
Delaware
$5.93M +$169K +1,732 +3%
CA
334
Clearstead Advisors
Ohio
$5.91M -$649K -6,658 -10%
OC
335
Oppenheimer & Co
New York
$5.9M +$1.72M +17,683 +41%
LSC
336
Logan Stone Capital
Illinois
$5.87M +$5.23M +53,679 +818%
SWA
337
Stratos Wealth Advisors
Ohio
$5.84M +$1.21M +12,440 +26%
JFG
338
JDM Financial Group
Texas
$5.83M +$978K +10,042 +20%
WIC
339
Whitegate Investment Counselors
New Hampshire
$5.83M -$247K -2,532 -4%
CWM
340
Congress Wealth Management
Massachusetts
$5.82M +$4.61M +47,276 +379%
SWM
341
Spire Wealth Management
Virginia
$5.8M +$173K +1,775 +3%
PP
342
PDS Planning
Ohio
$5.72M +$779 +8 +0%
BFG
343
Baron Financial Group
New Jersey
$5.72M -$222K -2,275 -4%
Betterment LLC
344
Betterment LLC
New York
$5.66M -$1.69M -17,358 -23%
EW
345
Evoke Wealth
California
$5.62M +$5.62M +57,246 New
WA
346
Waverly Advisors
Alabama
$5.61M +$188K +1,926 +3%
UB
347
UMB Bank
Missouri
$5.6M -$315K -3,232 -5%
BRWA
348
B. Riley Wealth Advisors
Florida
$5.57M -$465K -4,782 -8%
FA
349
Financial Alternatives
California
$5.55M -$8.38K -86 -0.2%
ETC
350
Exchange Traded Concepts
Oklahoma
$5.52M +$162K +1,660 +3%