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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
MIM
1201
Moseley Investment Management
Florida
$340K +$24K +281 +8%
JWM
1202
Jupiter Wealth Management
Colorado
$338K -$5.13K -60 -1%
OFS
1203
Orrstown Financial Services
Pennsylvania
$338K +$334K +3,911 New
SF
1204
Safeguard Financial
Wisconsin
$337K -$157K -1,835 -32%
AFP
1205
Ausdal Financial Partners
Iowa
$336K -$9.91K -116 -3%
BC
1206
Burney Company
Virginia
$336K -$3.93K -46 -1%
SCM
1207
Seascape Capital Management
New Hampshire
$334K
CCT
1208
Capital City Trust
Florida
$333K -$25.7K -301 -7%
LNB
1209
Ledyard National Bank
$333K
BCA
1210
Bay Colony Advisors
Massachusetts
$333K -$16.5K -193 -5%
HIC
1211
Hartline Investment Corp
Illinois
$333K +$329K +3,846 New
MCM
1212
Mattern Capital Management
Colorado
$330K
MFS
1213
McNamara Financial Services
Massachusetts
$329K -$171 -2 -0.1%
HHGA
1214
Halbert Hargrove Global Advisors
California
$327K -$342 -4 -0.1%
GIM
1215
Gold Investment Management
Alberta, Canada
$326K -$5.04K -59 -2%
IF
1216
Ironwood Financial
Arizona
$326K
BST
1217
Bath Savings Trust
Maine
$324K -$41.4K -485 -11%
VFA
1218
Valeo Financial Advisors
Indiana
$324K -$25.4K -297 -7%
COCM
1219
Charter Oak Capital Management
New Hampshire
$322K +$73.1K +856 +30%
WA
1220
Wealthstream Advisors
New York
$322K +$7.78K +91 +3%
MMHP
1221
Murphy Middleton Hinkle & Parker
Georgia
$321K
PFA
1222
Petra Financial Advisors
Colorado
$321K
FCB
1223
First County Bank
Connecticut
$320K -$95.6K -1,119 -23%
MIC
1224
Meridian Investment Counsel
California
$320K -$7.78K -91 -2%
CW
1225
Channel Wealth
California
$319K +$56.9K +666 +22%

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.