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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
SFP
1151
Strategic Financial Partners
Oregon
$380K +$30.2K +354 +9%
GPA
1152
Garrison Point Advisors
California
$379K
MCCP
1153
Mission Creek Capital Partners
California
$378K +$1.02K +12 +0.3%
PIAS
1154
PCA Investment Advisory Services
Ohio
$378K -$27.3K -319 -7%
BPWM
1155
Badgley Phelps Wealth Managers
Washington
$377K +$14.7K +172 +4%
OAM
1156
Occidental Asset Management
California
$376K
BFEC
1157
Benjamin F. Edwards & Company
Missouri
$375K -$61.5K -720 -14%
PAS
1158
Professional Advisory Services
Florida
$375K
CT
1159
Colonial Trust
South Carolina
$373K
SDWMA
1160
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$2.14K +25 +0.6%
DCM
1161
Davis Capital Management
Florida
$372K -$769 -9 -0.2%
PCS
1162
Personal CFO Solutions
New Jersey
$371K -$5.72K -67 -2%
HPC
1163
HM Payson & Co
Maine
$371K -$13.7K -160 -4%
DT
1164
Diversified Trust
Tennessee
$371K +$88.7K +1,038 +32%
FDDB
1165
Fidelity D&D Bancorp
Pennsylvania
$369K
DTC
1166
Davidson Trust Company
Washington
$368K
MSAM
1167
Moloney Securities Asset Management
Missouri
$366K +$8.03K +94 +2%
WPW
1168
Watershed Private Wealth
Illinois
$366K -$472K -5,530 -57%
ITIM
1169
Indiana Trust & Investment Management
Indiana
$365K +$15K +175 +4%
FPCG
1170
Forum Private Client Group
Indiana
$364K -$22.2K -260 -6%
XF
1171
XML Financial
Maryland
$364K -$848K -9,927 -70%
PFWA
1172
Paces Ferry Wealth Advisors
Georgia
$363K -$29.2K -342 -8%
CMA
1173
Cedar Mountain Advisors
Oregon
$362K -$513 -6 -0.1%
MCM
1174
MontVue Capital Management
Virginia
$361K +$93K +1,088 +35%
FTC
1175
Farmers Trust Company
Ohio
$360K -$4.96K -58 -1%

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.