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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
UB
1326
Umpqua Bank
Oregon
$248K +$245K +2,872 New
ACM
1327
Ardent Capital Management
Ohio
$248K
IWA
1328
IVC Wealth Advisors
Pennsylvania
$248K -$2.48K -29 -1%
PSA
1329
Plum Street Advisors
Louisiana
$247K +$216K +2,534 New
CFGSD
1330
Compass Financial Group (South Dakota)
South Dakota
$247K -$9.48K -111 -4%
ACM
1331
AUA Capital Management
Pennsylvania
$246K -$50.8K -594 -17%
MM
1332
Meridian Management
Arkansas
$246K +$85 +1 +0%
BBA
1333
BLB&B Advisors
Pennsylvania
$246K +$16.7K +195 +7%
AL
1334
ADE LLC
Maryland
$246K -$6.66K -78 -3%
LIG
1335
Lokken Investment Group
Delaware
$244K -$131K -1,529 -35%
OA
1336
Oceanside Advisors
South Carolina
$244K +$16.2K +190 +7%
ARA
1337
Alexander Randolph Advisory
Virginia
$244K +$12.2K +143 +5%
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$243K -$268K -3,138 -53%
HSA
1339
HBK Sorce Advisory
Pennsylvania
$242K +$239K +2,794 New
TPI
1340
Trust Point Inc
Wisconsin
$240K
CCFM
1341
Clear Creek Financial Management
Washington
$240K -$74.8K -876 -24%
FWIA
1342
Fort Washington Investment Advisors
Ohio
$240K -$8.54K -100 -3%
KIA
1343
Knollwood Investment Advisory
Maryland
$239K
EGA
1344
E&G Advisors
Texas
$238K
MWM
1345
Melfa Wealth Management
Massachusetts
$238K +$235K +2,749 New
B
1346
Bensler
Washington
$236K +$427 +5 +0.2%
CPP
1347
Capasso Planning Partners
South Carolina
$235K -$15.9K -186 -6%
AWM
1348
Aviso Wealth Management
Washington
$234K +$21.4K +250 +10%
DWM
1349
Drive Wealth Management
Utah
$234K -$4.7K -55 -2%
CFFP
1350
Center for Financial Planning
Michigan
$234K +$23.8K +278 +11%

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.