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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 %
SFG
1026
Sovereign Financial Group
Connecticut
$579K +$24.5K +275 +4%
CNTOF
1027
Canandaigua National Trust of Florida
New York
$573K -$13.1K -147 -2%
MIA
1028
MainStreet Investment Advisors
Illinois
$571K +$20K +225 +4%
HT
1029
Heritage Trust
Oklahoma
$568K +$568K +6,381 New
FF
1030
Farrell Financial
New York
$568K +$5.08K +57 +0.9%
FLP
1031
Financial Life Planners
Arizona
$568K +$568K +6,373 New
CWA
1032
CJM Wealth Advisers
Virginia
$566K +$48.8K +548 +9%
NCM
1033
NCM Capital Management
New Jersey
$561K +$980 +11 +0.2%
CCP
1034
Cushing Capital Partners
Wisconsin
$560K +$560K +6,292 New
TCM
1035
TABR Capital Management
California
$558K +$558K +6,269 New
MWM
1036
Merriman Wealth Management
Washington
$556K +$28.8K +323 +5%
PFA
1037
Portland Financial Advisors
New York
$555K +$555K +6,228 New
BAM
1038
Belpointe Asset Management
Nevada
$552K +$5.98K +63 +1%
BIM
1039
Bridges Investment Management
Nebraska
$550K
LW
1040
Libra Wealth
California
$549K
AWM
1041
Aprio Wealth Management
Georgia
$549K +$549K +6,164 New
NRWA
1042
North Ridge Wealth Advisors
Oregon
$549K -$46.4K -521 -8%
FWCM
1043
Ferguson Wellman Capital Management
Oregon
$546K -$7.13K -80 -1%
GWM
1044
Greenwich Wealth Management
Connecticut
$546K
OCG
1045
Opus Capital Group
Ohio
$545K -$3.92K -44 -0.7%
DDC
1046
DF Dent & Co
Maryland
$542K
DI
1047
Diligent Investors
California
$542K +$1.07K +12 +0.2%
TCOO
1048
Trust Company of Oklahoma
Oklahoma
$538K +$16.2K +182 +3%
LG
1049
LAM Group
Oregon
$537K +$15.6K +175 +3%
JSA
1050
Jim Saulnier & Associates
Colorado
$536K +$143K +1,601 +36%