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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
22.86%
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 %
MWS
426
MFA Wealth Services
California
$3.47M +$3.47M +39,001 New
SPC
427
Sigma Planning Corp
Michigan
$3.47M -$251K -2,814 -7%
FIM
428
Freedom Investment Management
Connecticut
$3.46M -$129K -1,447 -4%
EFG
429
Everhart Financial Group
Ohio
$3.43M +$240K +2,694 +8%
AL
430
Aspiriant LLC
California
$3.41M -$144K -1,614 -4%
CCWM
431
Cassaday & Co Wealth Management
Virginia
$3.4M +$1.81M +20,316 +114%
IA
432
IFG Advisors
Missouri
$3.38M +$183K +2,049 +6%
IAN
433
Integrated Advisors Network
Texas
$3.36M -$156K -1,748 -4%
SAM
434
SignalPoint Asset Management
Missouri
$3.35M -$74.5K -836 -2%
BFO
435
Biltmore Family Office
North Carolina
$3.34M -$7.57K -85 -0.2%
DADC
436
D.A. Davidson & Co
Montana
$3.31M -$912K -10,238 -22%
ST
437
Sabal Trust
Florida
$3.3M +$459K +5,148 +16%
HFRG
438
Houlihan Financial Resource Group
Virginia
$3.29M -$81.5K -915 -2%
NA
439
Note Advisors
New York
$3.29M +$3.29M +36,883 New
NCM
440
Narwhal Capital Management
Georgia
$3.28M -$907K -10,183 -22%
PA
441
Pinnacle Associates
New York
$3.27M -$234K -2,627 -7%
PBF
442
Petix & Botte Financial
California
$3.25M -$1.22M -13,735 -27%
BAM
443
BOS Asset Management
Illinois
$3.25M +$154K +1,731 +5%
KCAM
444
Kagan Cocozza Asset Management
New Jersey
$3.24M +$3.24M +36,370 New
PFG
445
Pinnacle Financial Group
Illinois
$3.24M +$82.7K +928 +3%
RPGK
446
Retirement Planning Group (Kansas)
Kansas
$3.23M -$1.17M -13,081 -26%
FLI
447
Family Legacy Inc
South Carolina
$3.23M +$27.6K +315 +0.9%
Tudor Investment Corp
448
Tudor Investment Corp
Connecticut
$3.23M -$3.34M -37,452 -51%
CA
449
Clune & Associates
Illinois
$3.23M +$3.23M +36,289 New
MOS
450
MGO One Seven
Ohio
$3.22M +$95.7K +1,074 +3%