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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
KWA
926
Kingswood Wealth Advisors
California
$630K +$81.8K +990 +15%
VFA
927
Voya Financial Advisors
Connecticut
$628K +$112K +1,359 +22%
GF
928
Gries Financial
Ohio
$625K +$31.5K +381 +5%
NRI
929
NFP Retirement Inc
California
$625K +$15.1K +183 +3%
RFS
930
Richardson Financial Services
Massachusetts
$624K +$11.8K +143 +2%
CG
931
Clifford Group
Massachusetts
$621K -$857K -10,379 -58%
AG
932
Advocate Group
Minnesota
$621K
HA
933
Hanover Advisors
South Carolina
$618K -$30.9K -374 -5%
GSEP
934
Golden State Equity Partners
California
$618K +$609K +7,376 New
MA
935
Mutual Advisors
Nebraska
$617K +$30.2K +366 +6%
FFO
936
Fiduciary Family Office
Florida
$616K -$61.3K -742 -9%
NP
937
NorthRock Partners
Minnesota
$616K -$11K -133 -2%
WIM
938
Westside Investment Management
California
$615K +$121K +1,470 +25%
LIM
939
Loudon Investment Management
New Hampshire
$611K
CWA
940
CJM Wealth Advisers
Virginia
$611K -$29.1K -352 -5%
SFG
941
Sovereign Financial Group
Connecticut
$610K -$49.5K -600 -8%
C
942
Certuity
Florida
$609K -$8.42K -102 -1%
SW
943
SMART Wealth
Nebraska
$608K +$163K +1,974 +37%
FCFC
944
First Commonwealth Financial Corp
Pennsylvania
$605K -$73.6K -891 -11%
ANTB
945
AMG National Trust Bank
Colorado
$603K -$55.2K -668 -8%
CT
946
Caldwell Trust
Florida
$602K +$295K +3,576 +99%
EFS
947
Essex Financial Services
Connecticut
$600K -$1.9K -23 -0.3%
CB
948
Community Bank
New York
$599K -$19.1K -231 -3%
GFP
949
Gryphon Financial Partners
Ohio
$595K +$215K +2,604 +58%
CAG
950
Csenge Advisory Group
Florida
$594K +$77K +933 +15%

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.