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Vanguard Real Estate ETF

1,717 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, 686 increasing their positions, 590 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,717
Holders Change
+70
Holders Change %
+4.25%
% of All Funds
22.87%
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
686
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 %
ODIJL
201
One Day In July LLC
Vermont
$10.4M -$6.88M -77,269 -40%
PCIG
202
Partners Capital Investment Group
Massachusetts
$10.3M -$12.1M -135,847 -54%
G
203
GenTrust
Florida
$10.2M +$1.41M +15,874 +16%
BWS
204
BCR Wealth Strategies
Alabama
$10.2M +$467K +5,242 +5%
AFC
205
Adaptive Financial Consulting
Ohio
$10.2M -$63.5K -713 -0.6%
SFG
206
Somnio Financial Group
Connecticut
$10.2M +$373K +4,184 +4%
CI
207
Cordant Inc
Oregon
$10.1M -$125K -1,407 -1%
FA
208
FC Advisory
Pennsylvania
$9.96M +$299K +3,362 +3%
WS
209
Wela Strategies
Georgia
$9.91M +$472K +5,298 +5%
RWMH
210
Riverpoint Wealth Management Holdings
Illinois
$9.9M +$214K +2,399 +2%
KWM
211
Kingsview Wealth Management
Oregon
$9.88M +$3.91M +43,862 +65%
SWP
212
Stratos Wealth Partners
Ohio
$9.83M +$77.8K +873 +0.8%
AWM
213
Avior Wealth Management
Nebraska
$9.78M +$3.96M +44,474 +68%
TFA
214
Transamerica Financial Advisors
Florida
$9.78M -$145K -1,632 -1%
FWMP
215
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$9.75M +$9.75M +109,404 New
I
216
INVST
Indiana
$9.72M +$81.8K +918 +0.8%
KIA
217
KCM Investment Advisors
California
$9.69M -$399K -4,480 -4%
HWM
218
Horizons Wealth Management
North Carolina
$9.59M +$319K +3,586 +3%
AIC
219
Allodium Investment Consultants
Minnesota
$9.58M +$9.58M +107,573 New
MWM
220
Magnolia Wealth Management
Alabama
$9.38M +$587K +6,593 +7%
CPA
221
Cardiff Park Advisors
California
$9.36M +$166K +1,866 +2%
HNB
222
Huntington National Bank
Ohio
$9.28M -$10.2M
CCM
223
Chilton Capital Management
Texas
$9.1M +$1.08M +12,098 +13%
BMC
224
Bear Mountain Capital
Washington
$9.1M +$140K +1,549 +2%
PWA
225
Peterson Wealth Advisors
Utah
$9.09M -$527K -5,896 -5%