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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
CWA
851
Cascade Wealth Advisors
Washington
$911K +$953K +11,151 New
PG
852
Prostatis Group
Maryland
$904K -$470K -5,499 -34%
JIC
853
Joel Isaacson & Co
New York
$903K +$13.2K +154 +1%
SFG
854
SNS Financial Group
Minnesota
$903K -$13.4K -157 -1%
BFG
855
Bouchey Financial Group
New York
$902K
V
856
ViaWealth
Kansas
$901K -$15.1K -177 -2%
TAM
857
Tocqueville Asset Management
New York
$895K -$653K -7,640 -42%
CMAI
858
Capital Management Associates Inc
Minnesota
$894K +$6.58K +77 +0.8%
APG
859
Abacus Planning Group
South Carolina
$890K
MECA
860
Miller Equity Capital Advisors
Texas
$887K -$14.3K -167 -2%
AR
861
Apeiron RIA
Texas
$885K -$513 -6 -0.1%
WB
862
Webster Bank
Connecticut
$884K -$845K -9,886 -49%
IWN
863
Independent Wealth Network
Iowa
$882K -$427 -5 -0%
BIA
864
Benchmark Investment Advisors
Illinois
$880K +$621K +7,274 +250%
MSF
865
Mustard Seed Financial
Arkansas
$878K -$20.4K -239 -2%
MFC
866
Mechanics Financial Corp
Ohio
$877K -$10.9K -128 -1%
HHRDM
867
H&H Retirement Design & Management
Nevada
$874K -$98.7K -1,155 -10%
FFM
868
Forum Financial Management
Illinois
$871K -$6.41K -75 -0.7%
FA
869
Fiducient Advisors
Illinois
$871K -$85 -1 -0%
ECA
870
Elevated Capital Advisors
Utah
$870K -$35.1K -411 -4%
BC
871
Brio Consultants
California
$863K -$4.7K -55 -0.5%
SCM
872
SOL Capital Management
Maryland
$863K -$158K -1,855 -16%
SDWIA
873
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$862K +$84K +983 +11%
TC
874
TAP Consulting
Missouri
$858K -$16.2K -190 -2%
RWM
875
Ruedi Wealth Management
Illinois
$851K +$5.98K +70 +0.7%

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.