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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
SFWA
951
Summit Financial Wealth Advisors
Louisiana
$592K +$84K +1,017 +17%
KNFPWM
952
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$591K -$455K -5,507 -44%
CPCM
953
Cardinal Point Capital Management
Ontario, Canada
$583K -$70.9K -858 -11%
BA
954
Bluesphere Advisors
Pennsylvania
$581K -$9.66K -117 -2%
LFAS
955
Level Four Advisory Services
Texas
$581K -$25.4K -307 -4%
HT
956
Headlands Technologies
Illinois
$581K +$420K +5,089 +276%
FSA
957
Fort Sheridan Advisors
Illinois
$578K +$570K +6,903 New
NAS
958
NWF Advisory Services
California
$578K +$35.9K +435 +7%
LWA
959
Lantern Wealth Advisors
New York
$577K +$1.16K +14 +0.2%
WE
960
Wealth Effects
Massachusetts
$576K -$20.2K -245 -3%
GT
961
Greenleaf Trust
Michigan
$574K -$95K -1,151 -14%
WAG
962
Wiser Advisor Group
Arizona
$574K +$121K +1,466 +27%
MIAS
963
Mason Investment Advisory Services
Virginia
$573K +$49.3K +597 +10%
TW
964
Towerpoint Wealth
California
$573K -$38.5K -466 -6%
FNBOH
965
First National Bank of Hutchinson
Kansas
$573K
Fisher Asset Management
966
Fisher Asset Management
Washington
$572K -$215K -2,606 -28%
ORC
967
O'Rourke & Company
Massachusetts
$570K +$65.9K +798 +13%
AIM
968
Allen Investment Management
New York
$568K
AI
969
Auour Investments
Massachusetts
$563K +$578 +7 +0.1%
SCM
970
Schnieders Capital Management
California
$563K -$49.5K -600 -8%
AWE
971
Avidian Wealth Enterprises
Texas
$562K -$384K -4,656 -41%
WWM
972
Western Wealth Management
Colorado
$562K -$107K -1,300 -16%
ORG
973
Optimist Retirement Group
Washington
$560K -$33.9K -410 -6%
PSB
974
Piscataqua Savings Bank
New Hampshire
$560K -$5.45K -66 -1%
VT
975
Vise Technologies
New York
$558K +$53.1K +643 +11%

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.