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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
BWCS
576
Beirne Wealth Consulting Services
Connecticut
$2.13M +$36.4K +426 +2%
GHAM
577
Gilman Hill Asset Management
Connecticut
$2.13M -$170K -1,992 -7%
WPC
578
Wedmont Private Capital
Pennsylvania
$2.12M +$4.53K +53 +0.2%
BSB
579
Bangor Savings Bank
Maine
$2.11M -$65.6K -768 -3%
SIS
580
Sound Income Strategies
Florida
$2.09M +$231K +2,705 +13%
SFG
581
Seamount Financial Group
Colorado
$2.08M +$67.8K +794 +3%
BFG
582
Bleakley Financial Group
New Jersey
$2.08M +$703K +8,233 +52%
CF
583
Copperwynd Financial
Arizona
$2.08M +$2.05M +24,021 New
CIA
584
Choate Investment Advisors
Massachusetts
$2.06M +$2.03M +23,814 New
LFS
585
Lutz Financial Services
Nebraska
$2.06M -$668K -7,820 -25%
CGPCS
586
Capital Group Private Client Services
California
$2.04M +$145K +1,699 +8%
AIM
587
Aspen Investment Management
Michigan
$2.04M -$46K -538 -2%
Thrivent Financial for Lutherans
588
Thrivent Financial for Lutherans
Minnesota
$2.03M -$180K -2,112 -8%
GWM
589
Geneos Wealth Management
Colorado
$2.02M +$332K +3,886 +20%
HCM
590
Hall Capital Management
Rhode Island
$2.02M +$12.6K +147 +0.6%
WC
591
Westwind Capital
New Mexico
$2.02M +$172K +2,017 +9%
AWM
592
Axxcess Wealth Management
California
$2.01M -$212K -2,485 -10%
CWM
593
Cornerstone Wealth Management
Missouri
$2.01M -$4.44K -52 -0.2%
CT
594
Clearstead Trust
Maine
$2M +$1.92M +22,429 +3,241%
Vanguard Group
595
Vanguard Group
Pennsylvania
$1.99M +$174K +2,031 +10%
PRA
596
Pine Ridge Advisers
New York
$1.99M +$22.9K +268 +1%
SWA
597
Sax Wealth Advisors
New Jersey
$1.99M -$31.4K -367 -2%
SWM
598
Sanctuary Wealth Management
Idaho
$1.98M -$444K -5,191 -18%
ST
599
Smithfield Trust
Pennsylvania
$1.98M -$95K -1,112 -5%
DC
600
Davenport & Co
Virginia
$1.96M -$731K -8,552 -27%

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.