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Vanguard Real Estate ETF

1,735 hedge funds and large institutions have $19.9B invested in Vanguard Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 690 increasing their positions, 597 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 118

16% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 597

5% more funds holding

Funds holding: 1,6591,735 (+76)

2.05% less ownership

Funds ownership: 58.26%56.22% (-2%)

8% less capital invested

Capital invested by funds: $21.8B → $19.9B (-$1.83B)

9% less funds holding in top 10

Funds holding in top 10: 118107 (-11)

11% less call options, than puts

Call options by funds: $123M | Put options by funds: $138M

Holders
1,735
Holders Change
+76
Holders Change %
+4.58%
% of All Funds
22.85%
Holding in Top 10
107
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.32%
% of All Funds
1.41%
New
226
Increased
690
Reduced
597
Closed
118
Calls
$123M
Puts
$138M
Net Calls
-$15.5M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oppenheimer & Co
New York
$5.42M +$24.9K +264 +0.4%
CA
327
Clearstead Advisors
Ohio
$5.39M -$7.65K -81 -0.1%
PP
328
PDS Planning
Ohio
$5.37M +$151K +1,594 +3%
BWG
329
Balanced Wealth Group
Ohio
$5.37M -$4.86M -51,461 -46%
FWM
330
Fonville Wealth Management
Virginia
$5.31M +$766K +8,108 +16%
BWA
331
BlueSky Wealth Advisors
North Carolina
$5.31M +$425K +4,501 +8%
Citigroup
332
Citigroup
New York
$5.28M -$19.5M -206,261 -78%
BFG
333
Baron Financial Group
New Jersey
$5.23M -$472 -5 -0%
ACM
334
Ashford Capital Management
Delaware
$5.19M -$243K -2,570 -4%
LL
335
LPWM LLC
Minnesota
$5.12M +$457K +4,834 +9%
TCMP
336
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.1M +$2.22M +23,469 +69%
FA
337
Financial Alternatives
California
$5.09M +$12.6K +133 +0.2%
WLIM
338
White Lighthouse Investment Management
Massachusetts
$5.08M +$234K +2,473 +5%
ZF
339
Zhang Financial
Michigan
$5.05M +$95.9K +1,015 +2%
AWA
340
Aletheian Wealth Advisors
Washington
$4.98M +$129K +1,369 +3%
RSA
341
River Street Advisors
Illinois
$4.94M +$363K +3,839 +7%
SWA
342
Stratos Wealth Advisors
Ohio
$4.92M -$447K -4,728 -8%
ITB
343
Idaho Trust Bank
Idaho
$4.92M +$113K +1,193 +2%
SG Americas Securities
344
SG Americas Securities
New York
$4.9M -$2.36K -25 -0%
CA
345
Crewe Advisors
Utah
$4.87M +$2.46K +26 +0%
JWM
346
JFG Wealth Management
Colorado
$4.82M +$247K +2,610 +5%
SA
347
Sanctuary Advisors
Indiana
$4.8M -$194K -2,051 -4%
BRWA
348
B. Riley Wealth Advisors
Florida
$4.75M -$373K -3,947 -7%
PRP
349
Peak Retirement Planning
Ohio
$4.73M +$5.02M +53,129 New
UB
350
UMB Bank
Missouri
$4.73M -$421K -4,457 -8%

VNQ Hedge Fund Activity: Q4 2024 in Review

1,735 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2024, worth a combined $19.9B — down 8.4% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VNQ positions and 118 closed out — a net gain of 108 holders — while 690 added to existing stakes and 597 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $317M. The largest seller was International Assets Investment Management, cutting an estimated $337M.

  • 1,735 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2024, up from 1,659 in Q3 2024.
  • Funds reported $19.9B of Vanguard Real Estate ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 226 funds opened new Vanguard Real Estate ETF positions in Q4 2024 and 118 closed out, a net change of +108 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $317M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.