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Vanguard Real Estate ETF

1,659 hedge funds and large institutions have $21.8B invested in Vanguard Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 625 increasing their positions, 647 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 99118 (+19)

16% more capital invested

Capital invested by funds: $18.8B → $21.8B (+$2.97B)

5% more funds holding

Funds holding: 1,5841,659 (+75)

0.32% less ownership

Funds ownership: 58.59%58.26% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 647

20% less call options, than puts

Call options by funds: $119M | Put options by funds: $149M

Holders
1,659
Holders Change
+75
Holders Change %
+4.73%
% of All Funds
23.82%
Holding in Top 10
118
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.19%
% of All Funds
1.69%
New
172
Increased
625
Reduced
647
Closed
72
Calls
$119M
Puts
$149M
Net Calls
-$30.3M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1326
Avantax Planning Partners
Iowa
$255K +$6.72K +73 +3%
LWM
1327
LJI Wealth Management
Indiana
$255K -$9.21K -100 -4%
AEPWM
1328
Atlantic Edge Private Wealth Management
Florida
$255K +$7.83K +85 +3%
LWM
1329
Lodestone Wealth Management
Washington
$254K -$299K -3,242 -55%
OA
1330
Oceanside Advisors
South Carolina
$253K -$21.4K -232 -8%
SHFA
1331
SC&H Financial Advisors
Maryland
$253K -$2.76K -30 -1%
GAM
1332
Gemmer Asset Management
California
$252K +$3.04K +33 +1%
LIG
1333
Lokken Investment Group
Delaware
$251K -$276 -3 -0.1%
JPLA
1334
Joseph P. Lucia & Associates
New York
$251K +$238K +2,580 New
SHWM
1335
Smith & Howard Wealth Management
Georgia
$251K
GAM
1336
Griffin Asset Management
New York
$251K -$5.71K -62 -2%
KCM
1337
Kendall Capital Management
Maryland
$251K -$35.6K -387 -13%
KAM
1338
Kraft Asset Management
Tennessee
$251K
RBC
1339
Romano Brothers & Co
Illinois
$250K
TPI
1340
Trust Point Inc
Wisconsin
$249K
WC
1341
Waterloo Capital
Texas
$249K +$11.5K +125 +5%
C
1342
Covestor
United Kingdom
$247K -$9.76K -106 -4%
PSA
1343
Plum Street Advisors
Louisiana
$247K +$233K +2,534 New
ADL
1344
Asset Dedication LLC
California
$246K -$29.8K -324 -11%
CFFNO
1345
Common Fund For Nonprofit Organizations
Connecticut
$245K +$232K +2,518 New
PPW
1346
Pasadena Private Wealth
California
$245K -$44.3K -481 -16%
QCM
1347
QRG Capital Management
Illinois
$244K +$231K +2,504 New
AGC
1348
Aspen Grove Capital
Colorado
$244K
CC
1349
Courier Capital
New York
$244K
DWM
1350
Dorchester Wealth Management
Quebec, Canada
$244K

VNQ Hedge Fund Activity: Q3 2024 in Review

1,659 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2024, worth a combined $21.8B — up 16% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VNQ positions and 72 closed out — a net gain of 100 holders — while 625 added to existing stakes and 647 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $347M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $238M sold.

  • 1,659 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2024, up from 1,584 in Q2 2024.
  • Funds reported $21.8B of Vanguard Real Estate ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Vanguard Real Estate ETF positions in Q3 2024 and 72 closed out, a net change of +100 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2024 was State of New Jersey Common Pension Fund D, an estimated $347M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $238M sold.

Based on aggregated 13F filings for Q3 2024.