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Vanguard Real Estate ETF

1,631 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 649 increasing their positions, 686 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $248M | Put options by funds: $229M

4% less capital invested

Capital invested by funds: $21.2B → $20.2B (-$926M)

5% less repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 686

2% less funds holding

Funds holding: 1,6701,631 (-39)

4.47% less ownership

Funds ownership: 64.04%59.57% (-4.5%)

12% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 113

12% less funds holding in top 10

Funds holding in top 10: 124109 (-15)

Holders
1,631
Holders Change
-39
Holders Change %
-2.34%
% of All Funds
23.49%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.57%
New
100
Increased
649
Reduced
686
Closed
113
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M
Name Holding Trade Value Shares
Change
Change in
Stake
PT
301
Plimoth Trust
Massachusetts
$6.34M -$15.6K -182 -0.2%
AIS
302
American Investment Services
Massachusetts
$6.31M +$123K +1,444 +2%
FCIM
303
Fairview Capital Investment Management
California
$6.3M +$513 +6 +0%
HR
304
Hardy Reed
Mississippi
$6.26M
PS
305
Portfolio Strategies
New York
$6.26M +$6.18M +72,375 New
PO
306
Private Ocean
California
$6.25M -$515K -6,025 -8%
WCWM
307
Willow Creek Wealth Management
California
$6.25M +$297K +3,472 +5%
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$6.23M +$3M +35,072 +95%
CA
309
Cambridge Advisors
Nebraska
$6.19M -$48.5K -568 -0.8%
LI
310
Latigo Investments
Florida
$6.14M +$4.19K +49 +0.1%
MCM
311
Manchester Capital Management
Vermont
$6.11M +$389K +4,550 +7%
CAM
312
Campion Asset Management
Virginia
$6.09M +$166K +1,942 +3%
CTB
313
Country Trust Bank
Illinois
$6.06M -$1.74M -20,380 -23%
UB
314
UMB Bank
Missouri
$6.06M -$1.03M -12,060 -15%
C
315
Cliffwater
California
$6.05M
RWI
316
Red Wave Investments
Pennsylvania
$6.01M -$83.9K -982 -1%
FIM
317
Freedom Investment Management
Connecticut
$5.97M -$874K -10,224 -13%
FF
318
Financial Futures
New Jersey
$5.97M +$372K +4,351 +7%
RMC
319
Regis Management Company
California
$5.95M +$206K +2,415 +4%
JWM
320
JFG Wealth Management
Colorado
$5.93M +$271K +3,175 +5%
RCF
321
Rainwater Charitable Foundation
Texas
$5.92M
DPI
322
Diversified Portfolios Inc
Michigan
$5.91M -$33.2K -389 -0.6%
ZF
323
Zhang Financial
Michigan
$5.87M -$55.5K -650 -0.9%
BAM
324
Bayshore Asset Management
Florida
$5.86M +$130K +1,522 +2%
WFA
325
WestHill Financial Advisors
California
$5.84M +$309K +3,611 +6%

VNQ Hedge Fund Activity: Q1 2024 in Review

1,631 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2024, worth a combined $20.2B — down 4.4% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of VNQ and 100 opened new positions — a net loss of 13 holders — while 686 trimmed existing stakes and 649 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $376M. The largest seller was Morgan Stanley, cutting an estimated $1.14B.

  • 1,631 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2024, down from 1,670 in Q4 2023.
  • Funds reported $20.2B of Vanguard Real Estate ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 100 funds opened new Vanguard Real Estate ETF positions in Q1 2024 and 113 closed out, a net change of -13 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $376M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.14B sold.

Based on aggregated 13F filings for Q1 2024.