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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
SWM
726
SeaCrest Wealth Management
New York
$1.3M -$729K -8,533 -36%
CCWM
727
Cassaday & Co Wealth Management
Virginia
$1.3M -$32K -375 -2%
PW
728
Peninsula Wealth
California
$1.3M -$635K -7,432 -33%
SPA
729
Sentinel Pension Advisors
Massachusetts
$1.29M -$940 -11 -0.1%
FFA
730
Fi3 Financial Advisors
Indiana
$1.29M -$164K -1,915 -11%
MA
731
MONECO Advisors
Connecticut
$1.28M +$20.3K +238 +2%
MSFS
732
Main Street Financial Solutions
Pennsylvania
$1.28M +$90.1K +1,055 +8%
WB
733
WesBanco Bank
West Virginia
$1.28M -$41.6K -487 -3%
SSW
734
Stone Summit Wealth
Florida
$1.27M +$106K +1,243 +9%
GTAM
735
Global Trust Asset Management
Florida
$1.27M -$59.8K -700 -5%
NWM
736
Northwest Wealth Management
Iowa
$1.25M -$41K -480 -3%
BFA
737
Bragg Financial Advisors
North Carolina
$1.24M -$34.9K -409 -3%
PFSC
738
Peoples Financial Services Corp
Pennsylvania
$1.23M -$12.3K -144 -1%
NCM
739
Next Capital Management
New York
$1.23M
TLP
740
Trinity Legacy Partners
Texas
$1.23M +$127K +1,492 +12%
BO
741
Bank OZK
Arkansas
$1.23M -$113K -1,326 -9%
RSWM
742
Robertson Stephens Wealth Management
California
$1.23M +$172K +2,009 +17%
TCM
743
Telos Capital Management
California
$1.22M -$30.1K -352 -2%
RFS
744
Retirement Financial Solutions
Tennessee
$1.22M -$248K -2,901 -17%
RIM
745
Rakuten Investment Management
Japan
$1.21M
WCM
746
Windsor Capital Management
Arizona
$1.21M +$513 +6 +0%
BCM
747
Bayesian Capital Management
New York
$1.21M +$524K +6,129 +78%
SQA
748
Simon Quick Advisors
New Jersey
$1.21M -$307K -3,590 -20%
PHAM
749
Palisades Hudson Asset Management
Florida
$1.21M +$85.1K +996 +8%
CWC
750
Carolinas Wealth Consulting
North Carolina
$1.21M +$168K +1,966 +16%

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.