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Vanguard Real Estate ETF

1,719 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, 688 increasing their positions, 590 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,719
Holders Change
+71
Holders Change %
+4.31%
% of All Funds
22.88%
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
688
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 %
OAM
676
Oppenheimer Asset Management
New York
$1.56M +$328K +3,685 +27%
AFTS
677
American Financial & Tax Strategies
New York
$1.56M -$2.76K -31 -0.2%
JCM
678
Jacobi Capital Management
Pennsylvania
$1.55M +$538K +6,038 +53%
VWA
679
VSM Wealth Advisory
Maryland
$1.55M +$1.55M +17,365 New
AWA
680
Arkadios Wealth Advisors
Georgia
$1.54M +$95.9K +1,077 +7%
PHAM
681
Palisades Hudson Asset Management
Florida
$1.54M +$200K +2,243 +15%
IA
682
IFG Advisory
Georgia
$1.53M +$88K +988 +6%
FNBTCON
683
First National Bank & Trust Co of Newtown
Pennsylvania
$1.53M -$62.4K -700 -4%
KWA
684
Kingswood Wealth Advisors
California
$1.53M +$797K +8,945 +109%
AR
685
Apeiron RIA
Texas
$1.52M +$323K +3,629 +27%
GCA
686
Gradient Capital Advisors
California
$1.52M -$20.8K -234 -1%
UCB
687
United Community Bank
South Carolina
$1.51M +$3.83K +43 +0.3%
P
688
&Partners
Tennessee
$1.49M +$290K +3,230 +24%
1IA
689
1834 Investment Advisors
Wisconsin
$1.49M
FMI
690
F/M Investments
District of Columbia
$1.49M -$1.87M -20,939 -56%
HI
691
Harbour Investments
Wisconsin
$1.49M -$72K -808 -5%
SA
692
Sovran Advisors
California
$1.49M +$1.49M +17,015 New
MFIM
693
Mesirow Financial Investment Management
Illinois
$1.48M -$1.44M -16,188 -49%
MSFS
694
Main Street Financial Solutions
Pennsylvania
$1.47M +$230K +2,577 +18%
IBOK
695
Independence Bank of Kentucky
Kentucky
$1.47M -$139K -1,566 -9%
BFA
696
Beaumont Financial Advisors
Massachusetts
$1.46M -$4.45K -50 -0.3%
SWM
697
Spire Wealth Management
Virginia
$1.46M -$3.84M -43,099 -72%
IAG
698
Investment Advisory Group
Massachusetts
$1.45M +$1.43K +16 +0.1%
WFA
699
West Financial Advisors
Iowa
$1.45M +$33.1K +372 +2%
FEG
700
Fund Evaluation Group
Ohio
$1.45M +$980 +11 +0.1%