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Vanguard Real Estate ETF

1,659 hedge funds and large institutions have $21.8B invested in Vanguard Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 625 increasing their positions, 647 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 99118 (+19)

16% more capital invested

Capital invested by funds: $18.8B → $21.8B (+$2.97B)

5% more funds holding

Funds holding: 1,5841,659 (+75)

0.32% less ownership

Funds ownership: 58.59%58.26% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 647

20% less call options, than puts

Call options by funds: $119M | Put options by funds: $149M

Holders
1,659
Holders Change
+75
Holders Change %
+4.73%
% of All Funds
23.82%
Holding in Top 10
118
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.19%
% of All Funds
1.69%
New
172
Increased
625
Reduced
647
Closed
72
Calls
$119M
Puts
$149M
Net Calls
-$30.3M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$6.23M -$829 -9 -0%
LWP
327
LMG Wealth Partners
Louisiana
$6.23M -$12.4K -135 -0.2%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$6.12M +$1.37M +14,855 +31%
AI
329
Atria Investments
North Carolina
$6.03M +$471K +5,115 +9%
AP
330
Agilis Partners
Massachusetts
$6.03M -$286K -3,107 -5%
WT
331
Whittier Trust
California
$5.97M -$242K -2,629 -4%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$5.97M -$185K -2,009 -3%
ACM
333
Ashford Capital Management
Delaware
$5.93M +$159K +1,732 +3%
CA
334
Clearstead Advisors
Ohio
$5.91M -$613K -6,658 -10%
OC
335
Oppenheimer & Co
New York
$5.9M +$1.63M +17,683 +41%
LSC
336
Logan Stone Capital
Illinois
$5.87M +$4.94M +53,679 +818%
SWA
337
Stratos Wealth Advisors
Ohio
$5.84M +$1.15M +12,440 +26%
JFG
338
JDM Financial Group
Texas
$5.83M +$925K +10,042 +20%
WIC
339
Whitegate Investment Counselors
New Hampshire
$5.83M -$233K -2,532 -4%
CWM
340
Congress Wealth Management
Massachusetts
$5.82M +$4.35M +47,276 +379%
SWM
341
Spire Wealth Management
Virginia
$5.8M +$163K +1,775 +3%
PP
342
PDS Planning
Ohio
$5.72M +$737 +8 +0%
BFG
343
Baron Financial Group
New Jersey
$5.72M -$209K -2,275 -4%
Betterment LLC
344
Betterment LLC
New York
$5.66M -$1.6M -17,358 -23%
EW
345
Evoke Wealth
California
$5.62M +$5.27M +57,246 New
WA
346
Waverly Advisors
Alabama
$5.61M +$177K +1,926 +3%
UB
347
UMB Bank
Missouri
$5.6M -$298K -3,232 -5%
BRWA
348
B. Riley Wealth Advisors
Florida
$5.57M -$440K -4,782 -8%
FA
349
Financial Alternatives
California
$5.55M -$7.92K -86 -0.2%
ETC
350
Exchange Traded Concepts
Oklahoma
$5.52M +$153K +1,660 +3%

VNQ Hedge Fund Activity: Q3 2024 in Review

1,659 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2024, worth a combined $21.8B — up 16% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VNQ positions and 72 closed out — a net gain of 100 holders — while 625 added to existing stakes and 647 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $347M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $238M sold.

  • 1,659 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2024, up from 1,584 in Q2 2024.
  • Funds reported $21.8B of Vanguard Real Estate ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Vanguard Real Estate ETF positions in Q3 2024 and 72 closed out, a net change of +100 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2024 was State of New Jersey Common Pension Fund D, an estimated $347M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $238M sold.

Based on aggregated 13F filings for Q3 2024.