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
CAL
901
Capital Analysts LLC
Pennsylvania
$779K -$29.4K -344 -4%
FB
902
First Bancorp
Maine
$773K -$6.41K -75 -0.8%
BFC
903
Bedel Financial Consulting
Indiana
$772K +$2.05K +24 +0.3%
IA
904
IFP Advisors
Florida
$771K +$328K +3,834 +75%
JFG
905
Jefferies Financial Group
New York
$760K -$2.01M -23,500 -73%
JWS
906
Juncture Wealth Strategies
Arizona
$757K +$90.1K +1,055 +14%
FIB
907
First Interstate Bank
Montana
$757K -$1.02K -12 -0.1%
HCC
908
Hirtle Callaghan & Co
Pennsylvania
$756K +$4.19K +49 +0.6%
IFA
909
Index Fund Advisors
California
$756K -$2.22K -26 -0.3%
SMC
910
Smith, Moore & Co
Missouri
$750K +$25.5K +299 +4%
KCIC
911
Kuhn & Co Investment Counsel
Illinois
$748K -$93.6K -1,095 -11%
FSA
912
Financial Services Advisory
Maryland
$747K +$162K +1,898 +28%
FW
913
Fidato Wealth
Ohio
$744K -$25.5K -299 -3%
FPTW
914
Franklin, Parlapiano, Turner & Welch
Texas
$743K
CA
915
Carson Advisory
Georgia
$743K -$85.4K -1,000 -10%
FWM
916
Fairhaven Wealth Management
Illinois
$743K +$30.1K +352 +4%
VVP
917
Venture Visionary Partners
Ohio
$742K -$19.4K -227 -3%
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$740K -$346K -4,047 -35%
CCG
919
Cypress Capital Group
Florida
$739K +$151K +1,770 +26%
ES
920
Eagle Strategies
New York
$738K +$298K +3,493 +69%
SSW
921
Smith Shellnut Wilson
Mississippi
$738K
MBT
922
Montecito Bank & Trust
California
$736K -$156K -1,830 -18%
SWA
923
Strata Wealth Advisors
Texas
$730K +$82K +960 +13%
SBF
924
Sara-Bay Financial
Florida
$729K +$12.3K +144 +2%
SMFG
925
Sumitomo Mitsui Financial Group
Japan
$728K -$17.7K -207 -2%

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.