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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
AFS
1001
AFG Fiduciary Services
Massachusetts
$574K -$193K -2,254 -25%
RFP
1002
Root Financial Partners
California
$570K +$1.45K +17 +0.3%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$569K -$8.71K -102 -2%
DWP
1004
Daymark Wealth Partners
Ohio
$567K -$44.9K -526 -7%
CAM
1005
Cozad Asset Management
Illinois
$566K
KWA
1006
Kingswood Wealth Advisors
California
$564K +$152K +1,775 +37%
AF
1007
Affiance Financial
Minnesota
$563K -$2.87M -33,587 -84%
MA
1008
Mutual Advisors
Nebraska
$561K +$36.1K +423 +7%
NAS
1009
NWF Advisory Services
California
$559K +$182K +2,125 +49%
FLPIM
1010
F.L. Putnam Investment Management
Massachusetts
$558K -$331K -3,880 -38%
LW
1011
Libra Wealth
California
$555K +$769 +9 +0.1%
FWCM
1012
Ferguson Wellman Capital Management
Oregon
$555K -$22.1K -259 -4%
GC
1013
Guidance Capital
Kentucky
$552K -$300K -3,510 -34%
NS
1014
NBC Securities
Alabama
$548K -$1.97K -23 -0.4%
EWM
1015
Elevatus Welath Management
New York
$548K
BFS
1016
Bradley Foster & Sargent
Connecticut
$547K +$73K +855 +16%
SAW
1017
Signal Advisors Wealth
Michigan
$545K +$5.55K +65 +1%
ULWM
1018
Upper Left Wealth Management
Florida
$544K -$43.9K -514 -8%
FNB
1019
Farmers National Bank
Kentucky
$544K -$42.3K -495 -7%
IIC
1020
Ironwood Investment Counsel
Arizona
$543K -$13.9K -163 -3%
NCM
1021
NCM Capital Management
New Jersey
$543K +$427 +5 +0.1%
MIAS
1022
Mason Investment Advisory Services
Virginia
$540K +$15.9K +186 +3%
S
1023
Sachetta
Massachusetts
$538K
HT
1024
Heritage Trust
Oklahoma
$537K
BWIA
1025
Bryant Woods Investment Advisors
New York
$537K -$192K -2,252 -27%

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.