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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
KLCM
951
KG&L Capital Management
Louisiana
$675K +$23.7K +277 +4%
SP
952
SWS Partners
Ohio
$675K -$8.89K -104 -1%
MSCM
953
McElhenny Sheffield Capital Management
Texas
$674K +$666K +7,794 New
HA
954
Hanover Advisors
South Carolina
$671K +$94.8K +1,110 +17%
CPCM
955
Cardinal Point Capital Management
Ontario, Canada
$668K
CWA
956
CJM Wealth Advisers
Virginia
$667K -$13.1K -153 -2%
CSIC
957
Clifford Swan Investment Counsel
California
$663K -$111K -1,300 -14%
OCM
958
Orleans Capital Management
Louisiana
$661K -$110K -1,288 -14%
YIA
959
YHB Investment Advisors
Connecticut
$661K +$4.02K +47 +0.6%
MIM
960
Marco Investment Management
Georgia
$660K -$684 -8 -0.1%
National Bank of Canada
961
National Bank of Canada
Quebec, Canada
$654K -$85 -1 -0%
CIP
962
Capital Insight Partners
Arizona
$652K
LWM
963
Liberty Wealth Management
California
$644K -$3.53M -41,274 -85%
CWM
964
Congress Wealth Management
Massachusetts
$642K -$554K -6,483 -47%
AG
965
Advocate Group
Minnesota
$641K +$58.8K +688 +10%
NSIM
966
North Star Investment Management
Illinois
$641K +$12K +141 +2%
PWMAG
967
Pinnacle Wealth Management Advisory Group
New Jersey
$640K +$21.8K +255 +4%
LFAS
968
Level Four Advisory Services
Texas
$640K
NP
969
NorthRock Partners
Minnesota
$639K -$37.5K -439 -6%
CB
970
Community Bank
New York
$638K -$3.42K -40 -0.5%
C
971
Certuity
Florida
$638K -$139K -1,626 -18%
SCM
972
Schnieders Capital Management
California
$633K -$15.9K -186 -2%
TW
973
Towerpoint Wealth
California
$632K -$18.4K -215 -3%
RFS
974
Richardson Financial Services
Massachusetts
$632K -$30.7K -359 -5%
LIM
975
Loudon Investment Management
New Hampshire
$631K

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.