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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
WCFA
676
Walkner Condon Financial Advisors
Wisconsin
$1.53M -$16.9K -198 -1%
AC
677
Abbrea Capital
California
$1.53M -$2.9K -34 -0.2%
OFG
678
OmniStar Financial Group
North Carolina
$1.52M +$1.51M +17,620 New
NSB
679
Norway Savings Bank
Maine
$1.52M -$136K -1,596 -8%
FSC
680
Full Sail Capital
Oklahoma
$1.5M -$11.3K -132 -0.8%
PFM
681
Patton Fund Management
Texas
$1.49M +$968K +11,327 +192%
NB
682
NBT Bank
New York
$1.47M -$117K -1,368 -7%
AFTS
683
American Financial & Tax Strategies
New York
$1.47M -$24.4K -286 -2%
DFC
684
DBK Financial Counsel
Ohio
$1.46M -$149K -1,749 -9%
FNT
685
First Nebraska Trust
Nebraska
$1.46M -$19.4K -227 -1%
MWM
686
Moran Wealth Management
Florida
$1.46M +$1.22M +14,245 +547%
PFS
687
Prospera Financial Services
Texas
$1.45M -$254K -2,973 -15%
KFP
688
KMG Fiduciary Partners
Ohio
$1.44M -$37.3K -436 -3%
AWM
689
Apollon Wealth Management
South Carolina
$1.44M -$310K -3,627 -18%
BWM
690
BKM Wealth Management
Wisconsin
$1.44M +$146K +1,707 +11%
AC
691
Apella Capital
Connecticut
$1.43M +$50.5K +591 +4%
Simplex Trading
692
Simplex Trading
Illinois
$1.43M +$1.41M +16,522 New
VCM
693
Vivaldi Capital Management
Illinois
$1.42M +$16.5K +193 +1%
KOMWMG
694
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.42M -$19.7K -230 -1%
IC
695
IEQ Capital
California
$1.42M +$550K +6,433 +65%
Invesco
696
Invesco
Georgia
$1.41M -$49K -573 -3%
IAG
697
Investment Advisory Group
Massachusetts
$1.41M +$4.44K +52 +0.3%
PWMG
698
Pioneer Wealth Management Group
Texas
$1.41M -$174K -2,038 -11%
EGM
699
Engineers Gate Manager
New York
$1.4M +$712K +8,337 +106%
CBT
700
Central Bank & Trust
Kentucky
$1.4M -$97.6K -1,142 -7%

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.