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Vanguard Real Estate ETF

1,569 hedge funds and large institutions have $18.8B invested in Vanguard Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 556 increasing their positions, 683 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,569
Holders Change
-51
Holders Change %
-3.15%
% of All Funds
22.82%
Holding in Top 10
99
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.17%
% of All Funds
1.44%
New
91
Increased
556
Reduced
683
Closed
119
Calls
$111M
Puts
$91.8M
Net Calls
+$19.3M
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Shares
Change %
NHT
201
New Hampshire Trust
New Hampshire
$9.96M +$227K +2,707 +2%
AFC
202
Adaptive Financial Consulting
Ohio
$9.79M +$97.2K +1,160 +1%
SW
203
SVB Wealth
Massachusetts
$9.79M -$416K -4,963 -4%
EWA
204
Exencial Wealth Advisors
Oklahoma
$9.79M +$367K +4,381 +4%
SWIG
205
Strategic Wealth Investment Group
Kentucky
$9.75M +$9.75M +117,498 New
MML Investors Services
206
MML Investors Services
Massachusetts
$9.64M -$2.43M -28,997 -20%
WFP
207
Wrenne Financial Planning
Kentucky
$9.61M +$513K +6,129 +6%
CPIG
208
Chicago Partners Investment Group
Illinois
$9.48M -$632K -6,963 -6%
CCA
209
Checchi Capital Advisers
California
$9.47M +$191K +2,277 +2%
SPIA
210
Steward Partners Investment Advisory
New York
$9.46M -$2.89M -34,459 -23%
HWM
211
Horizons Wealth Management
North Carolina
$9.45M -$2.58M -29,102 -21%
KIA
212
KCM Investment Advisors
California
$9.44M +$477K +5,691 +5%
CI
213
Cordant Inc
Oregon
$9.33M +$1.01M +12,076 +12%
SFG
214
Somnio Financial Group
Connecticut
$9.23M +$9.23M +110,252 New
WS
215
Wela Strategies
Georgia
$9.23M +$129K +1,546 +1%
RWMH
216
Riverpoint Wealth Management Holdings
Illinois
$9.13M -$843K -10,068 -8%
HNB
217
Huntington National Bank
Ohio
$8.95M -$9.52M
VC
218
Vestor Capital
Illinois
$8.93M -$4.82M -57,596 -35%
BWS
219
BCR Wealth Strategies
Alabama
$8.86M +$514K +6,138 +6%
FA
220
FC Advisory
Pennsylvania
$8.8M -$28.6K -342 -0.3%
PWA
221
Peterson Wealth Advisors
Utah
$8.78M -$3.41M -40,745 -28%
SWP
222
Stratos Wealth Partners
Ohio
$8.75M -$129K -1,541 -1%
DW
223
Dodds Wealth
Colorado
$8.75M -$49.4K -590 -0.6%
BMC
224
Bear Mountain Capital
Washington
$8.73M +$220K +2,520 +3%
SP
225
Symmetry Partners
Connecticut
$8.71M +$8.71M +103,993 New