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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
CTA
1351
Chesley Taft & Associates
Illinois
$234K
OPA
1352
Old Port Advisors
Maine
$233K -$15.6K -183 -6%
MWM
1353
MorganRosel Wealth Management
Colorado
$233K -$14.8K -173 -6%
BFG
1354
Beacon Financial Group
Texas
$232K -$6.58K -77 -3%
AWM
1355
Aprio Wealth Management
Georgia
$231K +$228K +2,674 New
GWS
1356
Glassman Wealth Services
Virginia
$231K -$39.6K -464 -15%
Jones Financial Companies
1357
Jones Financial Companies
Missouri
$231K +$28.1K +329 +14%
PFG
1358
PAX Financial Group
Texas
$230K +$2.99K +35 +1%
AWP
1359
Abacus Wealth Partners
California
$230K +$5.13K +60 +2%
ONST
1360
Old North State Trust
North Carolina
$229K +$226K +2,645 New
SFC
1361
Sprinkle Financial Consultants
Colorado
$229K +$2.05K +24 +0.9%
FSWA
1362
Financial Synergies Wealth Advisors
Texas
$228K -$253K -2,958 -53%
SHFA
1363
SC&H Financial Advisors
Maryland
$227K -$4.19K -49 -2%
AEPWM
1364
Atlantic Edge Private Wealth Management
Florida
$227K +$427 +5 +0.2%
HTIM
1365
Harbour Trust & Investment Management
Indiana
$227K +$3.67K +43 +2%
WP
1366
Wealthspan Partners
Iowa
$225K -$70.7K -827 -24%
DJSG
1367
D.J. St. Germain
Massachusetts
$225K -$17.5K -205 -7%
SIMG
1368
Sonora Investment Management Group
Arizona
$224K +$221K +2,592 New
WP
1369
Westmount Partners
California
$224K +$2.56K +30 +1%
SHWM
1370
Smith & Howard Wealth Management
Georgia
$224K
CAAM
1371
Cornerstone Advisors Asset Management
Pennsylvania
$224K +$1.79K +21 +0.8%
KMWM
1372
Keudell/Morrison Wealth Management
Oregon
$223K +$221K +2,581 New
LWM
1373
LJI Wealth Management
Indiana
$223K +$5.47K +64 +3%
RWM
1374
RBA Wealth Management
California
$223K +$16.6K +194 +8%
SC
1375
Scotia Capital
Ontario, Canada
$223K +$220K +2,575 New

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.