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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
PCIA
76
Prime Capital Investment Advisors
Kansas
$37.4M -$329K -3,851 -0.9%
RJA
77
Raymond James & Associates
Florida
$37.3M -$456K -5,336 -1%
SCM
78
SCS Capital Management
Massachusetts
$36.3M -$1.42M -16,589 -4%
DCM
79
Disciplina Capital Management
Tennessee
$35.7M +$9.47M +110,893 +37%
OPCM
80
Osborne Partners Capital Management
California
$33.4M +$1.38M +16,153 +4%
State Street
81
State Street
Massachusetts
$32.7M +$1.49M +17,479 +5%
OH
82
Oikos Holdings
New York
$32.2M -$109K -1,280 -0.3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$32M +$6.86M +80,296 +28%
CAM
84
Crestone Asset Management
Colorado
$32M +$1.96M +22,969 +7%
CAM
85
Chandler Asset Management
California
$31.6M +$3.02M +35,325 +11%
GC
86
Garde Capital
Washington
$31.6M +$1.1M +12,871 +4%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$31.2M -$578K -6,764 -2%
EPM
88
Elm Partners Management
Pennsylvania
$31M -$3.12M -36,504 -9%
Barclays
89
Barclays
United Kingdom
$30.6M +$456K +5,333 +2%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$30.4M +$6.18M +72,329 +26%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$28.7M +$2.43M +28,432 +9%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$28.1M -$908K -10,628 -3%
KL
93
KWMG LLC
Kansas
$27.7M +$741K +8,671 +3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$26.9M -$310K -3,628 -1%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$26M +$541K +6,335 +2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$25.5M -$7.27M -85,055 -22%
AWS
97
Atria Wealth Solutions
New York
$25.2M +$4.95M +57,893 +25%
SWM
98
Spire Wealth Management
Virginia
$25.1M +$191K +2,240 +4%
ECM
99
Evergreen Capital Management
Washington
$24.9M +$1.91M +22,413 +8%
ODIJL
100
One Day In July LLC
Vermont
$24.7M -$2.79M -32,685 -10%

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.