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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
EFG
1301
Embree Financial Group
Illinois
$302K +$3.31K +35 +1%
IWA
1302
IVC Wealth Advisors
Pennsylvania
$301K -$3.97K -42 -1%
EWA
1303
Evolution Wealth Advisors
Florida
$299K +$55.3K +585 +21%
SFG
1304
Synergy Financial Group
California
$298K
HL
1305
HeadInvest LLC
Maine
$297K
SVWAG
1306
Sound View Wealth Advisors Group
Georgia
$295K +$97.8K +1,035 +46%
AFO
1307
Arrowroot Family Office
California
$294K +$12.4K +131 +4%
AIA
1308
AssuredPartners Investment Advisors
Florida
$293K +$311K +3,294 New
COCM
1309
Charter Oak Capital Management
New Hampshire
$293K -$27.9K -295 -8%
PS
1310
Pinney & Scofield
Massachusetts
$292K +$310K +3,278 New
KFGK
1311
Keystone Financial Group (Kentucky)
Kentucky
$292K -$7.28K -77 -2%
LPP
1312
Life Planning Partners
Florida
$292K +$283 +3 +0.1%
FI
1313
Financial Insights
Washington
$291K -$94.5K -1,000 -23%
AC
1314
Anson Capital
Georgia
$291K -$28K -296 -8%
BWP
1315
Burling Wealth Partners
Illinois
$290K +$308K +3,260 New
CI
1316
Clal Insurance
Israel
$290K
MCM
1317
M1 Capital Management
Michigan
$290K +$308K +3,255 New
BFM
1318
Boston Financial Management
Massachusetts
$289K +$307K +3,244 New
LWA
1319
Lowe Wealth Advisors
Maryland
$288K +$73.8K +781 +32%
CFS
1320
Cannon Financial Strategists
Georgia
$288K +$39.2K +415 +15%
BHWM
1321
Bar Harbor Wealth Management
New Hampshire
$288K +$18.4K +195 +6%
IA
1322
Insight Advisors
Pennsylvania
$287K -$14.6K -154 -5%
T. Rowe Price Associates
1323
T. Rowe Price Associates
Maryland
$286K -$123K -1,300 -29%
WA
1324
Wealth Architects
California
$286K -$12.8K -136 -4%
EFN
1325
Equita Financial Network
Pennsylvania
$285K -$10K -106 -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.