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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 %
OC
326
Oppenheimer & Co
New York
$5.42M +$23.5K +264 +0.4%
CA
327
Clearstead Advisors
Ohio
$5.39M -$7.22K -81 -0.1%
PP
328
PDS Planning
Ohio
$5.37M +$142K +1,594 +3%
BWG
329
Balanced Wealth Group
Ohio
$5.37M -$4.56M -51,461 -46%
FWM
330
Fonville Wealth Management
Virginia
$5.31M +$722K +8,108 +16%
BWA
331
BlueSky Wealth Advisors
North Carolina
$5.31M +$401K +4,501 +8%
Citigroup
332
Citigroup
New York
$5.28M -$18.4M -206,261 -78%
BFG
333
Baron Financial Group
New Jersey
$5.23M -$445 -5 -0%
ACM
334
Ashford Capital Management
Delaware
$5.19M -$229K -2,570 -4%
LL
335
LPWM LLC
Minnesota
$5.12M +$431K +4,834 +9%
TCMP
336
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.1M +$2.09M +23,469 +69%
FA
337
Financial Alternatives
California
$5.09M +$11.8K +133 +0.2%
WLIM
338
White Lighthouse Investment Management
Massachusetts
$5.08M +$220K +2,473 +5%
ZF
339
Zhang Financial
Michigan
$5.05M +$90.4K +1,015 +2%
AWA
340
Aletheian Wealth Advisors
Washington
$4.98M +$122K +1,369 +3%
RSA
341
River Street Advisors
Illinois
$4.94M +$342K +3,839 +7%
SWA
342
Stratos Wealth Advisors
Ohio
$4.92M -$421K -4,728 -8%
ITB
343
Idaho Trust Bank
Idaho
$4.92M +$106K +1,193 +2%
SG Americas Securities
344
SG Americas Securities
New York
$4.9M -$2.23K -25 -0%
CA
345
Crewe Advisors
Utah
$4.87M +$2.32K +26 +0%
JWM
346
JFG Wealth Management
Colorado
$4.82M +$232K +2,610 +5%
SA
347
Sanctuary Advisors
Indiana
$4.8M -$186K -2,051 -4%
BRWA
348
B. Riley Wealth Advisors
Florida
$4.75M -$352K -3,947 -7%
PRP
349
Peak Retirement Planning
Ohio
$4.73M +$4.73M +53,129 New
UB
350
UMB Bank
Missouri
$4.73M -$397K -4,457 -8%