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Vanguard Real Estate ETF

1,583 hedge funds and large institutions have $18.8B invested in Vanguard Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 560 increasing their positions, 687 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $111M | Put options by funds: $91.8M

0.99% less ownership

Funds ownership: 59.57%58.59% (-0.99%)

3% less funds holding

Funds holding: 1,6311,583 (-48)

7% less capital invested

Capital invested by funds: $20.2B → $18.8B (-$1.46B)

9% less funds holding in top 10

Funds holding in top 10: 10999 (-10)

18% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 687

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,583
Holders Change
-48
Holders Change %
-2.94%
% of All Funds
22.86%
Holding in Top 10
99
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.17%
% of All Funds
1.43%
New
93
Increased
560
Reduced
687
Closed
119
Calls
$111M
Puts
$91.8M
Net Calls
+$19.3M
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$64.2M -$10.6M -128,679 -14%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$64.2M +$809K +9,801 +1%
FCBT
53
First Citizens Bank & Trust
North Carolina
$60.8M +$2.32M +28,155 +4%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$56.6M +$26M +314,793 +87%
RFA
55
RTD Financial Advisors
Pennsylvania
$56.2M -$1.96M -23,682 -3%
Principal Financial Group
56
Principal Financial Group
Iowa
$55.5M -$11.9M -144,491 -18%
LFA
57
LifeGuide Financial Advisors
Pennsylvania
$54.3M +$2.25M +27,292 +4%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$54M -$14.8M -178,818 -22%
Barclays
59
Barclays
United Kingdom
$50.5M +$20.5M +248,766 +70%
Stifel Financial
60
Stifel Financial
Missouri
$49.9M +$3.03M +36,719 +7%
EWM
61
Empirical Wealth Management
Washington
$49.3M -$2.47M -29,921 -5%
FCI
62
Financial Counselors Inc
Kansas
$48.6M +$240K +2,908 +0.5%
SLI
63
Sumitomo Life Insurance
Japan
$46.6M
EA
64
Efficient Advisors
Ohio
$45.1M +$2.91M +35,201 +7%
PCM
65
Passive Capital Management
Maryland
$45M -$3.47K -42 -0%
FCAS
66
First Command Advisory Services
Texas
$43.7M -$1.01M -12,204 -2%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$43.4M +$13.7M +166,021 +47%
CFG
68
Citizens Financial Group
Rhode Island
$43.2M +$825K +9,991 +2%
MGIA
69
Moneta Group Investment Advisors
Missouri
$42M -$16.3M -197,449 -28%
Citigroup
70
Citigroup
New York
$41.6M -$4.92M -59,592 -11%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$39.3M +$597K +7,233 +2%
FFB
72
First Financial Bankshares
Texas
$39M +$277K +3,359 +0.7%
M&T Bank
73
M&T Bank
New York
$36.4M -$1.5M -18,154 -4%
RJA
74
Raymond James & Associates
Florida
$35.6M -$452K -5,471 -1%
PCIA
75
Prime Capital Investment Advisors
Kansas
$33.8M -$2.4M -29,063 -7%

VNQ Hedge Fund Activity: Q2 2024 in Review

1,583 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2024, worth a combined $18.8B — down 7.2% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of VNQ and 93 opened new positions — a net loss of 26 holders — while 687 trimmed existing stakes and 560 added.

The largest buyer was Axiom Advisory, adding an estimated $212M. The largest seller was Board of Trustees of The Leland Stanford Junior University, exiting entirely with an estimated $147M sold.

  • 1,583 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2024, down from 1,631 in Q1 2024.
  • Funds reported $18.8B of Vanguard Real Estate ETF stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 93 funds opened new Vanguard Real Estate ETF positions in Q2 2024 and 119 closed out, a net change of -26 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2024 was Axiom Advisory, an estimated $212M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2024 was Board of Trustees of The Leland Stanford Junior University, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2024.