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Vanguard Real Estate ETF

1,659 hedge funds and large institutions have $21.8B invested in Vanguard Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 625 increasing their positions, 647 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 99118 (+19)

16% more capital invested

Capital invested by funds: $18.8B → $21.8B (+$2.97B)

5% more funds holding

Funds holding: 1,5841,659 (+75)

0.32% less ownership

Funds ownership: 58.59%58.26% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 647

20% less call options, than puts

Call options by funds: $119M | Put options by funds: $149M

Holders
1,659
Holders Change
+75
Holders Change %
+4.73%
% of All Funds
23.82%
Holding in Top 10
118
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.19%
% of All Funds
1.69%
New
172
Increased
625
Reduced
647
Closed
72
Calls
$119M
Puts
$149M
Net Calls
-$30.3M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
501
Rockbridge Investment Management
New York
$2.9M -$736K -7,998 -21%
LFWA
502
LBJ Family Wealth Advisors
Texas
$2.89M -$992K -10,778 -27%
FPCP
503
Fort Point Capital Partners
California
$2.89M +$2.73M +29,669 New
LCM
504
Liberty Capital Management
Michigan
$2.89M -$23.8K -259 -0.9%
GRP
505
Global Retirement Partners
California
$2.87M +$23.3K +253 +0.9%
MFG
506
Merit Financial Group
Georgia
$2.86M -$223K -2,420 -8%
PWM
507
Perigon Wealth Management
California
$2.86M -$2.71M -29,421 -50%
LPAM
508
Lodestar Private Asset Management
California
$2.82M +$50.4K +547 +2%
FFBTD
509
First Financial Bank - Trust Division
Ohio
$2.8M -$121K -1,319 -4%
EWA
510
Encompass Wealth Advisors
Oregon
$2.8M +$52.7K +572 +2%
BCM
511
BTC Capital Management
Iowa
$2.79M +$280K +3,037 +12%
FA
512
Forefront Analytics
Pennsylvania
$2.78M +$26.2K +285 +1%
WA
513
WBH Advisory
Maryland
$2.77M -$33.2K -361 -1%
WAM
514
Worth Asset Management
Texas
$2.77M +$2.62M +28,450 New
FCAM
515
First Citizens Asset Management
North Carolina
$2.76M +$15.4K +167 +0.6%
Bank Julius Baer & Co
516
Bank Julius Baer & Co
Switzerland
$2.75M +$2.2M +23,854 New
MWAM
517
Manhattan West Asset Management
California
$2.75M +$30.8K +335 +1%
SKK
518
Shepherd Kaplan Krochuk
Massachusetts
$2.75M +$243K +2,643 +10%
BWCS
519
Beirne Wealth Consulting Services
Connecticut
$2.73M -$62.1K -674 -2%
UA
520
Unison Advisors
District of Columbia
$2.72M +$33.9K +368 +1%
FHA
521
Flagship Harbor Advisors
Massachusetts
$2.71M -$322K -3,500 -11%
AI
522
Axos Invest
Nevada
$2.71M +$2.56M +27,853 New
MCCA
523
Mill Creek Capital Advisors
Pennsylvania
$2.71M
FRA
524
Frank Rimerman Advisors
California
$2.7M
OCM
525
One Capital Management
California
$2.7M -$373K -4,055 -13%

VNQ Hedge Fund Activity: Q3 2024 in Review

1,659 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2024, worth a combined $21.8B — up 16% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VNQ positions and 72 closed out — a net gain of 100 holders — while 625 added to existing stakes and 647 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $347M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $238M sold.

  • 1,659 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2024, up from 1,584 in Q2 2024.
  • Funds reported $21.8B of Vanguard Real Estate ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Vanguard Real Estate ETF positions in Q3 2024 and 72 closed out, a net change of +100 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2024 was State of New Jersey Common Pension Fund D, an estimated $347M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $238M sold.

Based on aggregated 13F filings for Q3 2024.