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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
UBS Group
26
UBS Group
Switzerland
$141M -$10.5M -122,730 -7%
PFA
27
Pure Financial Advisors
California
$128M +$5.47M +64,052 +5%
LPL Financial
28
LPL Financial
California
$125M -$94.8K -1,110 -0.1%
GT
29
Glenmede Trust
Pennsylvania
$120M -$7.25M -84,866 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$118M +$92.3M +1,080,371 +376%
VU
31
Vanderbilt University
Tennessee
$112M -$49.3M -577,606 -31%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$107M +$70.7M +826,971 +199%
GC
33
Gibson Capital
Pennsylvania
$106M +$2.54M +29,675 +2%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$104M
VCP
35
Vista Capital Partners
Oregon
$101M +$2.65M +31,023 +3%
BP
36
Ballentine Partners
Massachusetts
$94.9M +$2.96M +34,652 +3%
CCA
37
Catalyst Capital Advisors
New York
$92.8M +$13.8M +161,351 +18%
MRC
38
Millburn Ridgefield Corp
New York
$92.8M +$13.8M +161,351 +18%
Ameriprise
39
Ameriprise
Minnesota
$86.2M +$29.8M +349,230 +54%
Corient Private Wealth
40
Corient Private Wealth
Florida
$83.8M -$31.7M -370,608 -28%
CAN
41
Cetera Advisor Networks
California
$81.1M +$10M +117,273 +14%
Osaic Holdings
42
Osaic Holdings
Arizona
$77.5M -$21.7M -253,475 -22%
UCFA
43
United Capital Financial Advisors
Texas
$76.9M -$2.74M -32,043 -3%
Squarepoint
44
Squarepoint
New York
$76M +$26.8M +313,738 +56%
R
45
Rebalance
California
$73.3M +$1.7M +19,955 +2%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$71.4M +$9.06M +106,090 +15%
HighTower Advisors
47
HighTower Advisors
Illinois
$71.3M -$16.1M -188,243 -19%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$71.2M +$42.2M +494,049 +150%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$70M +$3.49M +40,816 +5%
Principal Financial Group
50
Principal Financial Group
Iowa
$69.8M +$50.1M +586,781 +266%

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.