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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
BW
1051
BIP Wealth
Georgia
$514K -$98.4K -1,152 -16%
PAMG
1052
Patton Albertson Miller Group
Tennessee
$513K -$27.6K -323 -5%
DAS
1053
Diversify Advisory Services
Utah
$509K +$511K +5,982 New
HFS
1054
Howard Financial Services
Texas
$505K +$4.19K +49 +0.8%
WRPWM
1055
Werba Rubin Papier Wealth Management
California
$504K +$11.8K +138 +2%
BSG
1056
Black Swift Group
Colorado
$499K -$844K -9,880 -63%
SAM
1057
S.A. Mason
Michigan
$499K +$2.22K +26 +0.5%
RCI
1058
RS Crum Inc
California
$496K -$19.2K -225 -4%
GIM
1059
Goelzer Investment Management
Indiana
$490K -$68.9K -806 -12%
ML
1060
Mayport LLC
Massachusetts
$489K +$133K +1,552 +38%
DDPIC
1061
Deroy & Devereaux Private Investment Counsel
Michigan
$489K +$59.1K +692 +14%
RWM
1062
Revisor Wealth Management
Ohio
$487K +$476K +5,571 New
W
1063
WorthPointe
California
$486K +$278K +3,251 +138%
UFF
1064
USA Financial Formulas
Michigan
$485K -$66.2K -775 -12%
EWP
1065
Elevation Wealth Partners
California
$484K -$5.21K -61 -1%
MFIMFI
1066
Mesirow Financial Investment Management - Fixed Income
Illinois
$481K
JE
1067
JMAC Enterprises
Pennsylvania
$480K -$7.01K -82 -1%
TA
1068
TFB Advisors
Kansas
$480K +$313K +3,661 +155%
BC
1069
Barrett & Company
Rhode Island
$480K +$684 +8 +0.1%
PCA
1070
Prosperity Capital Advisors
Ohio
$479K +$134K +1,574 +40%
IC
1071
Iconiq Capital
California
$470K -$234K -2,740 -34%
BCM
1072
Boltwood Capital Management
California
$469K
HFA
1073
Highland Financial Advisors
New Jersey
$469K -$4.6M -53,806 -91%
LFA
1074
LGT Financial Advisors
Texas
$469K +$3.67K +43 +0.8%
WAG
1075
Wiser Advisor Group
Arizona
$468K +$19.5K +228 +4%

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.