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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
RFN
1401
RDA Financial Network
Iowa
$244K -$36.8K -389 -12%
MWM
1402
MorganRosel Wealth Management
Colorado
$244K +$2.93K +31 +1%
WHCI
1403
W.H. Cornerstone Investments
Massachusetts
$242K +$4.25K +45 +2%
LNB
1404
Ledyard National Bank
$242K -$9.45K -100 -4%
VHAM
1405
Van Hulzen Asset Management
California
$242K +$27.9K +295 +12%
CWMGO
1406
Capstone Wealth Management Group (Oregon)
Oregon
$241K +$255K +2,701 New
BFG
1407
Beacon Financial Group
Texas
$238K
CFFP
1408
Center for Financial Planning
Michigan
$238K
CAI
1409
Capital Advisors Inc
Oklahoma
$238K +$21.7K +230 +9%
KMWM
1410
Keudell/Morrison Wealth Management
Oregon
$236K +$251K +2,652 New
ONST
1411
Old North State Trust
North Carolina
$236K
CHJWM
1412
Carlton Hofferkamp & Jenks Wealth Management
Texas
$236K
PA
1413
PFG Advisors
Arizona
$235K -$27.1K -287 -10%
VA
1414
Vident Advisory
Georgia
$235K +$249K +2,636 New
SHFA
1415
SC&H Financial Advisors
Maryland
$235K +$3.59K +38 +1%
BWM
1416
Brickley Wealth Management
California
$234K +$20.6K +218 +9%
GAM
1417
Gemmer Asset Management
California
$234K +$4.35K +46 +2%
C
1418
Covestor
United Kingdom
$234K +$8.22K +87 +3%
SWM
1419
SigFig Wealth Management
California
$233K +$22.9K +242 +10%
AEPWM
1420
Atlantic Edge Private Wealth Management
Florida
$233K
FPCG
1421
Forum Private Client Group
Indiana
$233K -$21.6K -229 -8%
FNA
1422
First National Advisers
Nebraska
$231K +$245K +2,595 New
SHWM
1423
Smith & Howard Wealth Management
Georgia
$230K
JSAM
1424
J. Safra Asset Management
New York
$230K +$246K +2,600 New
KCM
1425
Kendall Capital Management
Maryland
$229K

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.