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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
MW
426
Marcum Wealth
Ohio
$3.6M +$402K +4,709 +13%
FWM
427
Fonville Wealth Management
Virginia
$3.6M +$913K +10,690 +35%
SCTC
428
Sanibel Captiva Trust Company
Florida
$3.55M +$704K +8,235 +25%
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3.55M -$1.11K -13 -0%
FHA
430
First Horizon Advisors
Tennessee
$3.53M -$1.64M -19,231 -32%
FFA
431
First Foundation Advisors
California
$3.5M +$489K +5,724 +16%
WIM
432
Warwick Investment Management
Texas
$3.5M -$3.25K -38 -0.1%
LFWA
433
LBJ Family Wealth Advisors
Texas
$3.5M +$643K +7,530 +23%
RFC
434
Regions Financial Corp
Alabama
$3.49M -$237K -2,771 -6%
GS
435
GTS Securities
New York
$3.49M +$3.02M +35,298 +695%
SPC
436
Sigma Planning Corp
Michigan
$3.49M +$1.78M +20,877 +107%
AA
437
Axiom Advisory
California
$3.45M +$151K +1,768 +5%
LFP
438
Leeward Financial Partners
Washington
$3.44M -$252K -2,955 -7%
IAN
439
Integrated Advisors Network
Texas
$3.41M +$58K +679 +2%
AFG
440
ABLE Financial Group
Arizona
$3.4M -$122K -1,426 -3%
AWA
441
Archvest Wealth Advisors
California
$3.39M +$601K +7,034 +21%
PA
442
Pinnacle Associates
New York
$3.38M -$23.2K -272 -0.7%
RPGK
443
Retirement Planning Group (Kansas)
Kansas
$3.37M +$1.79M +20,965 +116%
HI
444
Humankind Investments
New York
$3.37M
BDF
445
Black Diamond Financial
Maryland
$3.37M
UBG
446
United Bank (Georgia)
Georgia
$3.37M -$34.5K -404 -1%
HFRG
447
Houlihan Financial Resource Group
Virginia
$3.36M +$598 +7 +0%
SAM
448
SignalPoint Asset Management
Missouri
$3.35M -$74.4K -871 -2%
PBF
449
Petix & Botte Financial
California
$3.33M -$1.13M -13,253 -26%
AL
450
Aspiriant LLC
California
$3.32M -$185K -2,165 -5%

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.