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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 %
DWM
801
Dopkins Wealth Management
New York
$1.11M +$909K +10,205 +459%
EIP
802
Ellis Investment Partners
Pennsylvania
$1.11M +$50.6K +568 +5%
SI
803
Saxon Interests
Texas
$1.1M +$28.3K +318 +3%
HHRDM
804
H&H Retirement Design & Management
Nevada
$1.1M +$24.5K +267 +2%
NA
805
Nestegg Advisors
New York
$1.1M +$1.1M +11,937 New
KA
806
Kovack Advisors
Florida
$1.09M +$66.7K +749 +6%
CIA
807
Concurrent Investment Advisors
Florida
$1.09M +$20.3K +228 +2%
WTB
808
Washington Trust Bank
Washington
$1.08M +$294K +3,300 +37%
AFG
809
Arkansas Financial Group
Arkansas
$1.08M
HA
810
Hanover Advisors
South Carolina
$1.08M +$121K +1,360 +13%
BBW
811
Blue Barn Wealth
Utah
$1.08M +$9.09K +102 +0.9%
FG
812
Foster Group
Iowa
$1.08M -$316K -3,542 -23%
KOMWMG
813
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.07M -$14K -157 -1%
WT
814
Washington Trust
Rhode Island
$1.07M -$62.4K -701 -6%
IP
815
Intellectus Partners
California
$1.07M +$150K +1,689 +16%
PB
816
Pinnacle Bancorp
Nebraska
$1.07M +$124K +1,393 +13%
NBWM
817
North Berkeley Wealth Management
California
$1.06M +$1.06M +11,944 New
AWP
818
Accretive Wealth Partners
New Jersey
$1.06M -$185K -2,073 -15%
VFG
819
Valley Financial Group
Pennsylvania
$1.06M -$51.2K -575 -5%
TCG
820
Transcendent Capital Group
Oklahoma
$1.06M +$44.5K +499 +4%
VWM
821
Vermillion Wealth Management
Minnesota
$1.06M +$1.06M +11,885 New
VP
822
Verisail Partners
Georgia
$1.06M +$1.06M +11,847 New
MWA
823
Martel Wealth Advisors
Washington
$1.05M -$50.8K -570 -5%
CWC
824
Carolinas Wealth Consulting
North Carolina
$1.05M +$15.5K +174 +1%
SF
825
Summit Financial
New Jersey
$1.05M +$143K +1,602 +16%