We are live on ! Find out more
VNQ icon

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
SPIO
51
Seven Post Investment Office
California
$67.9M +$668K +7,814 +1%
SHGA
52
Sand Hill Global Advisors
California
$67.2M +$2.85M +33,377 +4%
AssetMark Inc
53
AssetMark Inc
California
$66.3M +$3.1M +36,311 +5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$65.4M -$1.32M -15,488 -2%
AAS
55
Avantax Advisory Services
Texas
$65.1M +$865K +10,128 +1%
ETC
56
Exchange Traded Concepts
Oklahoma
$63.9M -$38.4M -449,702 -38%
Cerity Partners
57
Cerity Partners
New York
$62.6M -$311M -3,637,703 -83%
MGIA
58
Moneta Group Investment Advisors
Missouri
$60.5M +$6.07M +71,037 +11%
FCBT
59
First Citizens Bank & Trust
North Carolina
$60.3M +$5.41M +63,294 +10%
RFA
60
RTD Financial Advisors
Pennsylvania
$60M -$1.23M -14,407 -2%
LFA
61
LifeGuide Financial Advisors
Pennsylvania
$53.7M +$2.83M +33,097 +6%
EWM
62
Empirical Wealth Management
Washington
$53.5M +$1.49M +17,432 +3%
FCI
63
Financial Counselors Inc
Kansas
$50M +$624K +7,309 +1%
LSAG
64
Lake Street Advisors Group
New Hampshire
$49.7M -$1.43M -16,735 -3%
Stifel Financial
65
Stifel Financial
Missouri
$48.3M -$3.05M -35,725 -6%
SLI
66
Sumitomo Life Insurance
Japan
$48.1M +$27.8M +325,887 +141%
Citigroup
67
Citigroup
New York
$48.1M +$42.3M +495,065 +812%
PCM
68
Passive Capital Management
Maryland
$46.4M -$374K -4,374 -0.8%
FCAS
69
First Command Advisory Services
Texas
$46.1M +$432K +5,054 +1%
EA
70
Efficient Advisors
Ohio
$43.5M +$1.35M +15,765 +3%
CFG
71
Citizens Financial Group
Rhode Island
$43.4M -$1.03M -12,070 -2%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$40M +$1.41M +16,455 +4%
FFB
73
First Financial Bankshares
Texas
$40M +$465K +5,444 +1%
M&T Bank
74
M&T Bank
New York
$39.2M -$1.24M -14,572 -3%
CFM
75
Comprehensive Financial Management
California
$38.8M

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.