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Vanguard Real Estate ETF

1,735 hedge funds and large institutions have $19.9B invested in Vanguard Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 690 increasing their positions, 597 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 118

16% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 597

5% more funds holding

Funds holding: 1,6591,735 (+76)

2.05% less ownership

Funds ownership: 58.26%56.22% (-2%)

8% less capital invested

Capital invested by funds: $21.8B → $19.9B (-$1.83B)

9% less funds holding in top 10

Funds holding in top 10: 118107 (-11)

11% less call options, than puts

Call options by funds: $123M | Put options by funds: $138M

Holders
1,735
Holders Change
+76
Holders Change %
+4.58%
% of All Funds
22.85%
Holding in Top 10
107
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.32%
% of All Funds
1.41%
New
226
Increased
690
Reduced
597
Closed
118
Calls
$123M
Puts
$138M
Net Calls
-$15.5M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1251
Jefferies Financial Group
New York
$337K
OWA
1252
Oak Wealth Advisors
Illinois
$336K +$356K +3,770 New
JTWM
1253
Jackson Thornton Wealth Management
Alabama
$335K -$756 -8 -0.2%
SMA
1254
Sage Mountain Advisors
Georgia
$334K +$332K +3,509 +1,432%
MFC
1255
Morris Financial Concepts
South Carolina
$334K -$133K -1,412 -27%
SIM
1256
Stratos Investment Management
Ohio
$333K -$189K -2,002 -35%
PPWM
1257
Perissos Private Wealth Management
Oklahoma
$332K +$472 +5 +0.1%
FA
1258
Faithward Advisors
Pennsylvania
$330K -$64K -677 -15%
DT
1259
Diversified Trust
Tennessee
$330K
TCM
1260
TD Capital Management
Tennessee
$330K +$6.14K +65 +2%
GS
1261
GWN Securities
Florida
$330K +$343K +3,634 New
MIC
1262
Meridian Investment Counsel
California
$329K
SBIA
1263
Sheaff Brock Investment Advisors
Indiana
$329K -$24K -254 -6%
WA
1264
Wealthstream Advisors
New York
$328K +$2.08K +22 +0.6%
WPWM
1265
Windward Private Wealth Management
Kansas
$327K -$13.7K -145 -4%
MW
1266
Marcum Wealth
Ohio
$325K -$4.71M -49,854 -93%
BI
1267
Ballast Inc
Kentucky
$325K
FWM
1268
Forza Wealth Management
Florida
$325K
GVAG
1269
Great Valley Advisor Group
Delaware
$324K -$75.9K -803 -18%
DWAM
1270
Duncan Williams Asset Management
Tennessee
$323K +$32.8K +347 +11%
BH
1271
Burk Holdings
Oklahoma
$323K +$343K +3,628 New
MSWM
1272
McGlone Suttner Wealth Management
Wisconsin
$322K +$78.1K +827 +30%
PP
1273
Prosperity Planning
Missouri
$321K
SFP
1274
Strategic Financial Partners
Oregon
$320K +$567 +6 +0.2%
SWM
1275
Stockman Wealth Management
Montana
$320K +$10.3K +109 +3%

VNQ Hedge Fund Activity: Q4 2024 in Review

1,735 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2024, worth a combined $19.9B — down 8.4% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VNQ positions and 118 closed out — a net gain of 108 holders — while 690 added to existing stakes and 597 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $317M. The largest seller was International Assets Investment Management, cutting an estimated $337M.

  • 1,735 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2024, up from 1,659 in Q3 2024.
  • Funds reported $19.9B of Vanguard Real Estate ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 226 funds opened new Vanguard Real Estate ETF positions in Q4 2024 and 118 closed out, a net change of +108 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $317M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.