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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
CL
1401
COWA LLC
Oklahoma
$215K -$78.3K -850 -28%
AFG
1402
Allegheny Financial Group
Pennsylvania
$215K +$203K +2,209 New
MM
1403
Meridian Management
Arkansas
$215K +$203K +2,205 New
BST
1404
Bath Savings Trust
Maine
$215K -$44K -478 -18%
SG
1405
StoneX Group
New York
$214K +$201K +2,178 New
CICC
1406
Capital Investment Counsel (Colorado)
Colorado
$212K -$83.7K -909 -29%
SC
1407
Scotia Capital
Ontario, Canada
$212K +$200K +2,176 New
HTIM
1408
Harbour Trust & Investment Management
Indiana
$211K -$22.9K -249 -10%
OWA
1409
Opal Wealth Advisors
New York
$211K +$2.58K +28 +1%
GP
1410
Greenline Partners
New York
$211K +$199K +2,166 New
QCIG
1411
Quad-Cities Investment Group
Iowa
$211K +$199K +2,163 New
EW
1412
Element Wealth
Mississippi
$211K -$552 -6 -0.3%
PRI
1413
Prepared Retirement Institute
Pennsylvania
$209K +$198K +2,147 New
STA
1414
Summit Trail Advisors
New York
$208K +$195K +2,117 New
DA
1415
Detalus Advisors
Missouri
$208K +$196K +2,134 New
OWP
1416
Obermeyer Wealth Partners
Colorado
$208K +$196K +2,133 New
Chevy Chase Trust
1417
Chevy Chase Trust
Maryland
$207K +$195K +2,122 New
CAM
1418
Cidel Asset Management
Ontario, Canada
$206K +$194K +2,112 New
PFG
1419
PAX Financial Group
Texas
$206K -$34.2K -371 -15%
SCM
1420
Spreng Capital Management
Ohio
$206K -$115K -1,248 -37%
CWM
1421
Chicago Wealth Management
Illinois
$205K +$194K +2,105 New
TCA
1422
Transcend Capital Advisors
New Jersey
$205K +$194K +2,102 New
ASBI
1423
American State Bank (Iowa)
Iowa
$205K -$27.7K -301 -13%
Marshall Wace
1424
Marshall Wace
United Kingdom
$205K +$193K +2,100 New
CS
1425
Capital Square
Tennessee
$204K +$193K +2,094 New

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.