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Vanguard Real Estate ETF

1,735 hedge funds and large institutions have $19.9B invested in Vanguard Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 690 increasing their positions, 597 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 118

16% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 597

5% more funds holding

Funds holding: 1,6591,735 (+76)

2.05% less ownership

Funds ownership: 58.26%56.22% (-2%)

8% less capital invested

Capital invested by funds: $21.8B → $19.9B (-$1.83B)

9% less funds holding in top 10

Funds holding in top 10: 118107 (-11)

11% less call options, than puts

Call options by funds: $123M | Put options by funds: $138M

Holders
1,735
Holders Change
+76
Holders Change %
+4.58%
% of All Funds
22.85%
Holding in Top 10
107
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.32%
% of All Funds
1.41%
New
226
Increased
690
Reduced
597
Closed
118
Calls
$123M
Puts
$138M
Net Calls
-$15.5M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
926
San Luis Wealth Advisors
California
$758K +$129K +1,367 +19%
SBF
927
Sara-Bay Financial
Florida
$757K +$1.79K +19 +0.2%
Luther King Capital Management (LKCM)
928
Luther King Capital Management (LKCM)
Texas
$755K +$13.4K +142 +2%
RWM
929
Ruedi Wealth Management
Illinois
$754K -$2.55K -27 -0.3%
APP
930
Avantax Planning Partners
Iowa
$753K +$551K +5,835 +223%
TDWM
931
Topel & Distasi Wealth Management
California
$750K
CMMS
932
Comprehensive Money Management Services
Florida
$744K +$789K +8,348 New
GF
933
Gries Financial
Ohio
$741K -$59.9K -634 -7%
QCM
934
Quantinno Capital Management
New York
$741K -$8.69K -92 -1%
FB
935
First Bancorp
Maine
$741K -$58.9K -623 -7%
LWM
936
Liberty Wealth Management
California
$738K +$48.5K +513 +7%
ACA
937
Aptus Capital Advisors
Alabama
$737K +$735K +7,784 +1,585%
FW
938
Fidato Wealth
Ohio
$737K +$6.05K +64 +0.8%
AGM
939
Alpine Global Management
New York
$737K +$781K +8,268 New
CCA
940
Carrera Capital Advisors
Michigan
$733K +$56.6K +599 +8%
RWML
941
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$731K +$78.8K +834 +11%
PFA
942
Pinnacle Family Advisors
Missouri
$731K +$38.7K +410 +5%
CA
943
Carson Advisory
Georgia
$731K -$9.45K -100 -1%
MTC
944
McDaniel Terry & Co
Texas
$730K -$7.09K -75 -0.9%
MFT
945
Moisand Fitzgerald Tamayo
Florida
$728K -$24.9K -263 -3%
SCM
946
SOL Capital Management
Maryland
$726K -$1.42K -15 -0.2%
ULWM
947
Upper Left Wealth Management
Florida
$725K +$172K +1,825 +29%
GWCM
948
Godshalk Welsh Capital Management
Pennsylvania
$720K -$23.6K -250 -3%
GFP
949
Gryphon Financial Partners
Ohio
$718K +$51.1K +541 +7%
TFCP
950
Twin Focus Capital Partners
Massachusetts
$714K +$757K +8,016 New

VNQ Hedge Fund Activity: Q4 2024 in Review

1,735 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2024, worth a combined $19.9B — down 8.4% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VNQ positions and 118 closed out — a net gain of 108 holders — while 690 added to existing stakes and 597 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $317M. The largest seller was International Assets Investment Management, cutting an estimated $337M.

  • 1,735 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2024, up from 1,659 in Q3 2024.
  • Funds reported $19.9B of Vanguard Real Estate ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 226 funds opened new Vanguard Real Estate ETF positions in Q4 2024 and 118 closed out, a net change of +108 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $317M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.