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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
OPS
526
Orion Portfolio Solutions
Nebraska
$2.51M +$642K +7,519 +35%
IAS
527
Insigneo Advisory Services
Florida
$2.48M -$99.5K -1,165 -4%
AWA
528
Arete Wealth Advisors
Illinois
$2.47M +$16.7K +196 +0.7%
AP
529
Adero Partners
California
$2.47M -$378K -4,419 -13%
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
$2.46M -$29.3K -343 -1%
KeyBank National Association
531
KeyBank National Association
Ohio
$2.46M -$152K -1,784 -6%
FA
532
Forefront Analytics
Pennsylvania
$2.45M +$18.7K +219 +0.8%
KPWS
533
Kestra Private Wealth Services
Texas
$2.43M -$1.59M -18,618 -40%
Mackenzie Financial
534
Mackenzie Financial
Ontario, Canada
$2.43M +$856K +10,017 +56%
LPAM
535
Lodestar Private Asset Management
California
$2.42M +$163K +1,906 +7%
FCAM
536
First Citizens Asset Management
North Carolina
$2.42M +$69.4K +812 +3%
MPW
537
Monterey Private Wealth
California
$2.4M +$27.4K +321 +1%
QCG
538
Quadrant Capital Group
Ohio
$2.4M -$11.9K -139 -0.5%
FPB
539
First PREMIER Bank
South Dakota
$2.4M -$1.12M -13,150 -32%
FRA
540
Frank Rimerman Advisors
California
$2.4M +$937K +10,969 +65%
BAM
541
BOS Asset Management
Illinois
$2.39M +$2.37M +27,683 New
EWA
542
Encompass Wealth Advisors
Oregon
$2.37M -$2.56K -30 -0.1%
MNG
543
Manning & Napier Group
New York
$2.37M
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$2.34M -$268K -3,134 -10%
FPFS
545
First Personal Financial Services
North Carolina
$2.34M -$58.4K -683 -2%
UA
546
Unison Advisors
District of Columbia
$2.33M +$24.4K +285 +1%
IA
547
IFG Advisors
Missouri
$2.32M +$167K +1,956 +8%
WPC
548
Waters Parkerson & Co
Louisiana
$2.31M +$4.27K +50 +0.2%
AF
549
Allworth Financial
California
$2.31M +$322K +3,769 +16%
TBC
550
Ted Buchan & Co
California
$2.29M +$2.26M +26,433 New

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.