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
Bessemer Group
801
Bessemer Group
New Jersey
$1.04M -$217K -2,543 -17%
EWM
802
Endowment Wealth Management
Wisconsin
$1.04M +$184K +2,150 +22%
NFG
803
Nations Financial Group
Iowa
$1.04M -$235K -2,755 -19%
FWA
804
FSC Wealth Advisors
New York
$1.04M +$389K +4,548 +61%
DFA
805
DHK Financial Advisors
New Hampshire
$1.03M +$171 +2 +0%
EIP
806
Ellis Investment Partners
Pennsylvania
$1.03M +$13.2K +155 +1%
FNBSF
807
First National Bank Sioux Falls
South Dakota
$1.03M +$17.1K +200 +2%
MFWM
808
Motley Fool Wealth Management
Virginia
$1.02M +$100K +1,172 +11%
PB
809
Pinnacle Bancorp
Nebraska
$1.02M -$81.3K -952 -7%
CFP
810
Curran Financial Partners
South Carolina
$1.02M -$7.26K -85 -0.7%
PFA
811
Pettinga Financial Advisors
Indiana
$1.01M -$631K -7,388 -39%
RWP
812
RWA Wealth Partners
Massachusetts
$1.01M -$47.3K -554 -5%
JCM
813
Jacobi Capital Management
Pennsylvania
$1M +$188K +2,203 +23%
SOS
814
Silver Oak Securities
Tennessee
$1M -$148K -1,733 -13%
FTS
815
Fifth Third Securities
Ohio
$995K +$91.7K +1,073 +10%
CFS
816
CRA Financial Services
New Jersey
$992K +$24.4K +285 +3%
DWT
817
Dorsey & Whitney Trust
South Dakota
$992K
TW
818
TritonPoint Wealth
Maryland
$991K -$732K -8,562 -76%
OCM
819
Orion Capital Management
California
$991K -$319K -3,738 -25%
ACA
820
Affinity Capital Advisors
California
$987K -$944K -11,048 -49%
WDC
821
Woodward Diversified Capital
California
$984K -$113K -1,318 -10%
CFMC
822
Curbstone Financial Management Corp
New Hampshire
$983K +$55.5K +650 +6%
AWE
823
Avidian Wealth Enterprises
Texas
$983K -$316K -3,704 -25%
FPAS
824
Focus Partners Advisor Solutions
Missouri
$980K -$2.73M -31,978 -74%
IP
825
Intellectus Partners
California
$979K

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.