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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
NRI
976
NFP Retirement Inc
California
$629K -$110K -1,286 -15%
WE
977
Wealth Effects
Massachusetts
$616K -$684 -8 -0.1%
CF
978
Centaurus Financial
California
$615K -$247K -2,890 -29%
ORG
979
Optimist Retirement Group
Washington
$614K +$7.35K +86 +1%
GF
980
Gries Financial
Ohio
$612K +$48.6K +569 +9%
BA
981
Bluesphere Advisors
Pennsylvania
$610K -$22.6K -265 -4%
TW
982
Transform Wealth
Colorado
$605K -$2.68M -31,318 -82%
AF
983
Arrow Financial
New York
$601K +$106K +1,240 +22%
PTC
984
Private Trust Company
Ohio
$600K -$1.88K -22 -0.3%
BB
985
Busey Bank
Illinois
$597K +$114K +1,337 +24%
LWA
986
Lantern Wealth Advisors
New York
$595K -$5.47K -64 -0.9%
BOM
987
Bank of Marin
California
$593K +$55K +644 +10%
FNBOH
988
First National Bank of Hutchinson
Kansas
$592K
DDC
989
DF Dent & Co
Maryland
$591K
FFS
990
Founders Financial Securities
Maryland
$589K +$2.22K +26 +0.4%
AIM
991
Allen Investment Management
New York
$586K
ERWM
992
Elk River Wealth Management
Colorado
$586K -$214K -2,502 -27%
PSB
993
Piscataqua Savings Bank
New Hampshire
$583K -$8.89K -104 -2%
AI
994
Auour Investments
Massachusetts
$581K +$69.8K +817 +14%
HWA
995
Heritage Wealth Advisors
Virginia
$580K
ECG
996
Edge Capital Group
Georgia
$577K -$265K -3,105 -32%
HH
997
Hilltop Holdings
Texas
$577K -$515K -6,022 -47%
FF
998
Farrell Financial
New York
$575K -$50.1K -586 -8%
EFS
999
Essex Financial Services
Connecticut
$575K -$79.1K -926 -12%
EB
1000
Exchange Bank
California
$574K -$10.5K -123 -2%

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.