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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 %
LFWA
501
LBJ Family Wealth Advisors
Texas
$2.89M -$1.05M -10,778 -27%
FPCP
502
Fort Point Capital Partners
California
$2.89M +$2.89M +29,669 New
LCM
503
Liberty Capital Management
Michigan
$2.89M -$25.2K -259 -0.9%
GRP
504
Global Retirement Partners
California
$2.87M +$24.6K +253 +0.9%
MFG
505
Merit Financial Group
Georgia
$2.86M -$236K -2,420 -8%
PWM
506
Perigon Wealth Management
California
$2.86M -$2.87M -29,421 -50%
LPAM
507
Lodestar Private Asset Management
California
$2.82M +$53.3K +547 +2%
FFBTD
508
First Financial Bank - Trust Division
Ohio
$2.8M -$128K -1,319 -4%
EWA
509
Encompass Wealth Advisors
Oregon
$2.8M +$55.7K +572 +2%
BCM
510
BTC Capital Management
Iowa
$2.79M +$296K +3,037 +12%
FA
511
Forefront Analytics
Pennsylvania
$2.78M +$27.8K +285 +1%
WA
512
WBH Advisory
Maryland
$2.77M -$35.2K -361 -1%
WAM
513
Worth Asset Management
Texas
$2.77M +$2.77M +28,450 New
FCAM
514
First Citizens Asset Management
North Carolina
$2.76M +$16.3K +167 +0.6%
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$2.75M +$2.75M +23,854 New
MWAM
516
Manhattan West Asset Management
California
$2.75M +$32.6K +335 +1%
SKK
517
Shepherd Kaplan Krochuk
Massachusetts
$2.75M +$257K +2,643 +10%
BWCS
518
Beirne Wealth Consulting Services
Connecticut
$2.73M -$66.3K -674 -2%
UA
519
Unison Advisors
District of Columbia
$2.72M +$35.9K +368 +1%
FHA
520
Flagship Harbor Advisors
Massachusetts
$2.71M +$2.71M +27,854 New
AI
521
Axos Invest
Nevada
$2.71M +$2.71M +27,853 New
MCCA
522
Mill Creek Capital Advisors
Pennsylvania
$2.71M
FRA
523
Frank Rimerman Advisors
California
$2.7M
OCM
524
One Capital Management
California
$2.7M -$395K -4,055 -13%
MCA
525
Maryland Capital Advisors
Maryland
$2.68M +$76.1K +781 +3%