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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
SWM
1226
Silverlake Wealth Management
Vermont
$319K -$24.4K -285 -7%
BI
1227
Ballast Inc
Kentucky
$316K
FWM
1228
Forza Wealth Management
Florida
$315K
WWP
1229
Walden Wealth Partners
Ohio
$314K
PP
1230
Prosperity Planning
Missouri
$313K +$8.97K +105 +3%
HNB
1231
Hilltop National Bank
Wyoming
$313K +$309K +3,616 New
CT
1232
Caldwell Trust
Florida
$312K
TPWA
1233
TRUE Private Wealth Advisors
Oregon
$312K -$191K -2,232 -38%
TCM
1234
TD Capital Management
Tennessee
$311K +$2.65K +31 +0.9%
QPWM
1235
Quadrant Private Wealth Management
Pennsylvania
$310K +$256 +3 +0.1%
MSWM
1236
McGlone Suttner Wealth Management
Wisconsin
$309K +$854 +10 +0.3%
SSWM
1237
Sheets Smith Wealth Management
North Carolina
$309K +$10.1K +118 +3%
AM
1238
Atwater Malick
Pennsylvania
$307K
HL
1239
HeadInvest LLC
Maine
$306K -$49.1K -575 -14%
GSC
1240
Ground Swell Capital
South Carolina
$305K +$302K +3,531 New
KHCM
1241
Kirtland Hills Capital Management
Ohio
$305K +$320K +3,743 New
NCM
1242
Northwest Capital Management
Oregon
$305K
SMDAM
1243
Sumitomo Mitsui DS Asset Management
Japan
$304K +$301K +3,518 New
AFO
1244
Arrowroot Family Office
California
$304K -$16.1K -189 -5%
VAM
1245
Verity Asset Management
North Carolina
$303K +$37.8K +443 +14%
PWM
1246
Paulson Wealth Management
Illinois
$302K +$5.98K +70 +2%
EFG
1247
Embree Financial Group
Illinois
$302K +$298K +3,488 New
PCM
1248
Poehling Capital Management
Wisconsin
$301K +$2.48K +29 +0.8%
MBTD
1249
Mechanics Bank - Trust Department
California
$301K -$24.4K -285 -8%
LW
1250
Linscomb Wealth
Texas
$300K

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.