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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
AFG
401
Atomi Financial Group
New York
$3.98M +$2M +23,356 +103%
CWM
402
Cherrydale Wealth Management
New Jersey
$3.98M -$138K -1,616 -3%
ASN
403
Advisory Services Network
Georgia
$3.89M -$270K -3,161 -7%
RTC
404
Riverview Trust Company
Washington
$3.88M +$5.55K +65 +0.1%
JFG
405
JDM Financial Group
Texas
$3.87M +$239K +2,799 +7%
NAM
406
Nissay Asset Management
Japan
$3.84M -$1.72M -20,090 -31%
SWA
407
Stratos Wealth Advisors
Ohio
$3.83M +$88.8K +1,039 +2%
UI
408
Unconventional Investor
New Hampshire
$3.81M +$10.5K +123 +0.3%
SFP
409
Shepherd Financial Partners
Massachusetts
$3.8M +$46K +538 +1%
WS
410
Wedbush Securities
California
$3.8M +$2.2M +25,777 +142%
EGWAG
411
Elwood & Goetz Wealth Advisory Group
Georgia
$3.79M -$254K -2,976 -6%
AMG
412
Asset Management Group
Connecticut
$3.77M +$14.4K +168 +0.4%
LFGO
413
Legacy Financial Group (Oklahoma)
Oklahoma
$3.75M +$306K +3,580 +9%
BFO
414
Biltmore Family Office
North Carolina
$3.75M -$527K -6,172 -12%
TWP
415
TFO Wealth Partners
Ohio
$3.72M -$3.33K -39 -0.1%
WLIM
416
White Lighthouse Investment Management
Massachusetts
$3.72M +$330K +3,864 +10%
AWM
417
Abound Wealth Management
Tennessee
$3.7M -$200K -2,344 -5%
CL
418
Choreo LLC
Illinois
$3.69M -$74.9K -877 -2%
CAC
419
Certified Advisory Corp
Florida
$3.69M -$121K -1,417 -3%
VanEck Associates
420
VanEck Associates
New York
$3.68M -$1.45M -17,029 -29%
SLT
421
St Louis Trust
Missouri
$3.68M
PCM
422
Penserra Capital Management
California
$3.65M +$3.61M +42,272 New
AWM
423
AE Wealth Management
Kansas
$3.65M -$11.6M -135,380 -76%
SFO
424
Stokes Family Office
Louisiana
$3.65M +$828K +9,693 +30%
AAP
425
Arax Advisory Partners
Colorado
$3.63M +$201K +2,351 +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.