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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
TCOV
1176
Trust Company of Vermont
Vermont
$360K -$38K -445 -10%
BWA
1177
Beam Wealth Advisors
Louisiana
$359K +$96.1K +1,125 +37%
TA
1178
Tactive Advisors
Florida
$359K -$5.81K -68 -2%
PFM
1179
Peak Financial Management
Massachusetts
$358K +$34.6K +405 +11%
SBIA
1180
Sheaff Brock Investment Advisors
Indiana
$357K -$3.42K -40 -1%
PCTC
1181
Perkins Coie Trust Company
Washington
$357K
IWA
1182
Inspirion Wealth Advisors
Illinois
$357K
BP
1183
BBR Partners
New York
$357K +$353K +4,128 New
BCP
1184
Berkeley Capital Partners
Georgia
$356K -$33.1K -387 -9%
EWA
1185
EverSource Wealth Advisors
Alabama
$355K +$105K +1,227 +38%
SW
1186
SkyOak Wealth
Michigan
$354K
OCM
1187
Objective Capital Management
Ohio
$354K -$57.6K -674 -14%
BIP
1188
Blueprint Investment Partners
North Carolina
$353K -$7.26K -85 -2%
MGWA
1189
Monument Group Wealth Advisors
Massachusetts
$353K
IP
1190
Ignite Planners
California
$350K -$92.3K -1,080 -21%
MFG
1191
Mosaic Financial Group
Illinois
$350K +$346K +4,049 New
FNT
1192
First National Trust
Pennsylvania
$349K +$19.3K +226 +6%
MSA
1193
Marino Stram & Associates
Massachusetts
$348K
SW
1194
SteelPeak Wealth
California
$348K -$342 -4 -0.1%
MMM
1195
Mendel Money Management
Illinois
$348K -$84.5K -989 -20%
FFL
1196
Financial Freedom LLC
Ohio
$346K -$138K -1,620 -29%
FOFP
1197
Fee-Only Financial Planning
South Carolina
$345K
SP
1198
Stablepoint Partners
Massachusetts
$345K +$108K +1,262 +46%
RWIA
1199
Roger Wittlin Investment Advisory
California
$342K +$2.82K +33 +0.8%
CSPIA
1200
Cary Street Partners Investment Advisory
Virginia
$341K -$58.3K -682 -15%

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.