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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
OPCM
76
Osborne Partners Capital Management
California
$33.4M +$1.07M +12,942 +3%
SCM
77
SCS Capital Management
Massachusetts
$33M -$2.17M -26,300 -6%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$32.2M +$4.4M +53,310 +16%
DCM
79
Disciplina Capital Management
Tennessee
$32.1M -$2.45M -29,683 -7%
CAM
80
Chandler Asset Management
California
$31.2M +$553K +6,700 +2%
OH
81
Oikos Holdings
New York
$30.6M -$592K -7,175 -2%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$30.5M -$496K -6,005 -2%
GC
83
Garde Capital
Washington
$29.9M -$723K -8,757 -2%
State Street
84
State Street
Massachusetts
$29.6M -$2.47M -29,965 -8%
KL
85
KWMG LLC
Kansas
$28.5M +$1.66M +20,110 +6%
LSAG
86
Lake Street Advisors Group
New Hampshire
$28.2M -$19.9M -241,384 -42%
CFM
87
Comprehensive Financial Management
California
$27.8M -$9.91M -120,000 -27%
ECM
88
Evergreen Capital Management
Washington
$25.8M +$1.35M +16,327 +6%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$25.5M -$554K -6,714 -2%
FWP
90
Falcon Wealth Planning
California
$24.6M +$3M +36,383 +14%
CCA
91
Conservest Capital Advisors
Pennsylvania
$24.5M -$152K -1,840 -0.6%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$24.5M -$721K -8,730 -3%
FM
93
Foster & Motley
Ohio
$23.9M +$1.41M +17,123 +6%
Comerica Bank
94
Comerica Bank
Texas
$23.6M +$4.61M +55,767 +25%
PCWA
95
Pacific Capital Wealth Advisors
California
$23.4M +$3.32M +40,172 +17%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$23.3M -$3.83M -46,402 -14%
AWS
97
Atria Wealth Solutions
New York
$23.3M -$1.25M -15,149 -5%
RWM
98
Rockwood Wealth Management
Pennsylvania
$23.1M +$1.97M +23,881 +9%
AF
99
Ally Financial
Michigan
$23M +$1.07M +13,000 +5%
CIA
100
Capital Investment Advisors
Georgia
$22.3M +$1.79M +21,693 +9%

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.