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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
RIA
1251
Realta Investment Advisors
Delaware
$299K +$69.5K +814 +31%
TCM
1252
Tandem Capital Management
New Jersey
$299K -$58.7K -687 -17%
CFS
1253
CGC Financial Services
Oregon
$298K
GA
1254
Gordian Advisors
Arizona
$298K
IHWM
1255
Iron Horse Wealth Management
Iowa
$297K -$102K -1,192 -26%
SWM
1256
Stockman Wealth Management
Montana
$297K
CGL
1257
Clarius Group LLC
Washington
$297K
OGF
1258
Orin Green Financial
California
$297K
PA
1259
PFG Advisors
Arizona
$297K -$8.8K -103 -3%
CSWM
1260
Cassady Schiller Wealth Management
Ohio
$297K -$3.59K -42 -1%
IA
1261
Insight Advisors
Pennsylvania
$295K +$2.56K +30 +0.9%
SCM
1262
Spreng Capital Management
Ohio
$294K -$28.6K -335 -9%
RFO
1263
RiverGlades Family Offices
Florida
$293K -$9.14K -107 -3%
MCWS
1264
McKinley Carter Wealth Services
West Virginia
$291K -$80.1K -938 -22%
TCBWMS
1265
Texas Capital Bank Wealth Management Services
Texas
$290K +$85 +1 +0%
CIA
1266
Cladis Investment Advisory
Montana
$290K +$94.2K +1,102 +49%
PPW
1267
Pasadena Private Wealth
California
$290K +$18.8K +220 +7%
JTWM
1268
Jackson Thornton Wealth Management
Alabama
$289K
FL
1269
FreeGulliver LLC
Louisiana
$289K
SFG
1270
Synergy Financial Group
California
$288K
ML
1271
McAdam LLC
Pennsylvania
$285K -$8.37K -98 -3%
UL
1272
Unionview LLC
Washington
$284K +$1.2K +14 +0.4%
HWMA
1273
Heritage Wealth Management (Arizona)
Arizona
$284K
EWA
1274
Evolution Wealth Advisors
Florida
$283K -$5.19M -60,766 -95%
CHA
1275
Cooper/Haims Advisors
New York
$281K +$171 +2 +0.1%

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.