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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
SMC
876
Smith, Moore & Co
Missouri
$720K -$6.28K -76 -0.9%
FPTW
877
Franklin, Parlapiano, Turner & Welch
Texas
$720K
AC
878
Apella Capital
Connecticut
$719K -$669K -8,105 -49%
SSW
879
Smith Shellnut Wilson
Mississippi
$714K
MBT
880
Montecito Bank & Trust
California
$711K -$2.48K -30 -0.4%
NRWA
881
North Ridge Wealth Advisors
Oregon
$707K -$94.7K -1,147 -12%
CAL
882
Capital Analysts LLC
Pennsylvania
$705K -$48.3K -585 -6%
CA
883
Carson Advisory
Georgia
$704K -$15K -182 -2%
ACA
884
Affinity Capital Advisors
California
$703K -$249K -3,019 -26%
FMTC
885
Farmers & Merchants Trust Company
California
$703K
FW
886
Fidato Wealth
Ohio
$702K -$18.8K -228 -3%
SF
887
Summit Financial
New Jersey
$700K +$278K +3,372 +69%
APG
888
Abacus Planning Group
South Carolina
$692K -$168K -2,030 -20%
MAM
889
McLean Asset Management
Virginia
$692K +$9.66K +117 +1%
Luther King Capital Management (LKCM)
890
Luther King Capital Management (LKCM)
Texas
$690K
RSWM
891
Robertson Stephens Wealth Management
California
$690K -$499K -6,042 -43%
IA
892
IFP Advisors
Florida
$689K -$57.1K -692 -8%
FHB
893
First Hawaiian Bank
Hawaii
$689K -$67.5K -818 -9%
SSB
894
Sandy Spring Bank
Maryland
$688K -$124K -1,496 -15%
MTC
895
McDaniel Terry & Co
Texas
$687K
GC
896
Guidance Capital
Kentucky
$687K +$60.1K +728 +11%
P
897
&Partners
Tennessee
$686K +$410K +4,963 +154%
DWP
898
Daymark Wealth Partners
Ohio
$685K +$134K +1,626 +25%
CFO
899
CVA Family Office
Colorado
$683K +$25.5K +309 +4%
ONSWM
900
Old North State Wealth Management
North Carolina
$683K +$2.48K +30 +0.4%

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.