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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
CCA
101
Conservest Capital Advisors
Pennsylvania
$24.7M -$426K -4,985 -2%
PLFA
102
Pacific Life Fund Advisors
California
$23.8M +$8.87M +103,855 +61%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$23.3M -$2.02M -23,600 -8%
FM
104
Foster & Motley
Ohio
$23.2M +$1.82M +21,304 +9%
AF
105
Ally Financial
Michigan
$22.6M
FWP
106
Falcon Wealth Planning
California
$22.2M +$1.45M +16,997 +7%
RWM
107
Rockwood Wealth Management
Pennsylvania
$21.7M +$2.55M +29,811 +13%
JFG
108
JMG Financial Group
Illinois
$21.4M +$357K +4,182 +2%
CIA
109
Capital Investment Advisors
Georgia
$21.2M +$649K +7,591 +3%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$21.2M +$597K +6,982 +3%
TIAA Trust, National Association
111
TIAA Trust, National Association
North Carolina
$21M +$2.57M +30,032 +14%
CTI
112
Community Trust & Investment
Kentucky
$21M +$2.37M +27,769 +13%
Citadel Advisors
113
Citadel Advisors
Florida
$20.8M +$20.4M +238,606 +10,865%
WF
114
Whelan Financial
California
$20.7M -$122K -1,427 -0.6%
PCWA
115
Pacific Capital Wealth Advisors
California
$20.7M -$159K -1,859 -0.8%
BSW
116
Buckingham Strategic Wealth
Missouri
$20M -$492K -5,760 -2%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$20M -$319K -3,733 -2%
HWA
118
HHM Wealth Advisors
Tennessee
$19.8M -$322K -3,767 -2%
Comerica Bank
119
Comerica Bank
Texas
$19.6M -$7.98M -93,403 -29%
GT
120
Glenview Trust
Kentucky
$19.1M +$2.15M +25,122 +13%
Truist Financial
121
Truist Financial
North Carolina
$19.1M -$1.52M -17,806 -7%
BCM
122
Becker Capital Management
Oregon
$19M +$1.52M +17,740 +9%
TWM
123
Tanglewood Wealth Management
Texas
$18.4M +$4.86M +56,907 +36%
Victory Capital Management
124
Victory Capital Management
Texas
$18M -$29.2M -342,292 -62%
Sumitomo Mitsui Trust Group
125
Sumitomo Mitsui Trust Group
Japan
$17.6M +$496K +5,808 +3%

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.