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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
SFPM
476
Sensible Financial Planning & Management
Massachusetts
$2.97M -$39.5K -462 -1%
SF
477
Synovus Financial
Georgia
$2.96M -$92.1K -1,078 -3%
AI
478
ArchPoint Investors
Florida
$2.95M +$2.92M +34,136 New
LFG
479
Larson Financial Group
Missouri
$2.94M -$5.24M -61,310 -64%
MFG
480
Merit Financial Group
Georgia
$2.93M +$886K +10,374 +40%
ACM
481
Ashford Capital Management
Delaware
$2.91M +$2.88M +33,704 New
SFP
482
Sterling Financial Planning
New Jersey
$2.89M -$60.6K -709 -2%
BFA
483
BBJS Financial Advisors
Washington
$2.88M +$707K +8,274 +33%
THL
484
Tillman Hartley LLC
Colorado
$2.87M +$345K +4,037 +14%
SC
485
Savant Capital
Illinois
$2.86M -$171K -1,997 -6%
FFBTD
486
First Financial Bank - Trust Division
Ohio
$2.84M -$135K -1,576 -5%
TSS
487
Two Sigma Securities
New York
$2.83M +$1.86M +21,777 +199%
AAS
488
Ameritas Advisory Services
Nebraska
$2.81M -$10.1M -118,768 -78%
WFA
489
Websterrogers Financial Advisors
South Carolina
$2.81M +$540K +6,319 +24%
ICG
490
InterOcean Capital Group
Tennessee
$2.8M +$815K +9,543 +42%
CBC
491
Coombe, Bender & Co
New York
$2.79M +$10.7K +125 +0.4%
RT
492
Rockland Trust
Massachusetts
$2.78M -$410K -4,794 -13%
OFS
493
OneAscent Financial Services
Alabama
$2.78M +$159K +1,856 +6%
PWA
494
Physician Wealth Advisors
Utah
$2.77M +$110K +1,288 +4%
SW
495
Simplicity Wealth
New Jersey
$2.77M +$2.74M +32,076 New
TPCW
496
TD Private Client Wealth
New York
$2.76M +$70.1K +821 +3%
NWM
497
Northcape Wealth Management
New York
$2.75M -$62.9K -736 -2%
Cohen & Steers
498
Cohen & Steers
New York
$2.75M -$13.1M -153,088 -83%
TWM
499
Tradition Wealth Management
Minnesota
$2.74M +$19.4K +227 +0.7%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$2.74M -$260K -3,040 -9%

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.