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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 %
MIC
1251
Meridian Investment Counsel
California
$329K
SBIA
1252
Sheaff Brock Investment Advisors
Indiana
$329K -$22.6K -254 -6%
WA
1253
Wealthstream Advisors
New York
$328K +$1.96K +22 +0.6%
WPWM
1254
Windward Private Wealth Management
Kansas
$327K -$12.9K -145 -4%
MW
1255
Marcum Wealth
Ohio
$325K -$4.44M -49,854 -93%
BI
1256
Ballast Inc
Kentucky
$325K
FWM
1257
Forza Wealth Management
Florida
$325K
GVAG
1258
Great Valley Advisor Group
Delaware
$324K -$71.4K -803 -18%
DWAM
1259
Duncan Williams Asset Management
Tennessee
$323K +$30.9K +347 +11%
BH
1260
Burk Holdings
Oklahoma
$323K +$323K +3,628 New
MSWM
1261
McGlone Suttner Wealth Management
Wisconsin
$322K +$73.7K +827 +30%
PP
1262
Prosperity Planning
Missouri
$321K
SFP
1263
Strategic Financial Partners
Oregon
$320K +$535 +6 +0.2%
SWM
1264
Stockman Wealth Management
Montana
$320K +$9.71K +109 +3%
MIM
1265
Moseley Investment Management
Florida
$320K +$11.9K +134 +4%
PCM
1266
Poehling Capital Management
Wisconsin
$320K +$5.7K +64 +2%
FWP
1267
FAS Wealth Partners
Kansas
$319K -$424K -4,764 -57%
FOFP
1268
Fee-Only Financial Planning
South Carolina
$319K -$35.6K -400 -10%
AM
1269
Atwater Malick
Pennsylvania
$317K
GPA
1270
Guidance Point Advisors
Massachusetts
$316K +$51.9K +582 +20%
FNWM
1271
Financial Network Wealth Management
Utah
$316K
LSIA
1272
LaSalle St. Investment Advisors
Illinois
$316K +$27.7K +311 +10%
IW
1273
Instrumental Wealth
Florida
$314K -$330K -3,601 -51%
RA
1274
Resolute Advisors
California
$314K -$87.2K -979 -22%
FCB
1275
First County Bank
Connecticut
$312K +$93.4K +1,048 +43%