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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
ZRP
1426
Zynergy Retirement Planning
New Jersey
$203K
LIA
1427
LS Investment Advisors
Michigan
$202K +$191K +2,075 New
RWP
1428
Revolve Wealth Partners
New Jersey
$201K +$190K +2,067 New
DWS
1429
Dynamic Wealth Strategies
California
$201K
SWM
1430
SFG Wealth Management
Maryland
$201K +$190K +2,062 New
OFG
1431
OmniStar Financial Group
North Carolina
$201K -$1.36M -14,808 -88%
FIM
1432
Fernwood Investment Management
Massachusetts
$200K +$189K +2,058 New
GWM
1433
Gray Wealth Management
Maine
$200K +$189K +2,058 New
LFA
1434
Lauterbach Financial Advisors
Texas
$200K +$189K +2,057 New
SC
1435
SouthState Corp
Florida
$200K -$1.84K -20 -1%
MWA
1436
Moser Wealth Advisors
Washington
$195K
BA
1437
Ballast Advisors
Minnesota
$187K -$14.5K -157 -8%
IWA
1438
Icon Wealth Advisors
Texas
$186K
AIC
1439
Archer Investment Corporation
Indiana
$185K +$184 +2 +0.1%
MIM
1440
Macroview Investment Management
Maryland
$184K -$33.1K -359 -16%
AA
1441
AlphaCentric Advisors
Puerto Rico
$184K -$2.85K -31 -2%
VWA
1442
Valued Wealth Advisors
Utah
$181K +$1.01K +11 +0.6%
SL
1443
Salomon & Ludwin
Virginia
$180K
AWA
1444
Alaska Wealth Advisors
Alaska
$180K +$276 +3 +0.2%
HNB
1445
Hilltop National Bank
Wyoming
$178K -$3.68K -40 -2%
Zurich Cantonal Bank
1446
Zurich Cantonal Bank
Switzerland
$177K -$20.7K -225 -11%
GWS
1447
Glassman Wealth Services
Virginia
$177K -$86.1K -935 -34%
CFD
1448
Creative Financial Designs
Indiana
$158K +$27K +293 +22%
Deutsche Bank
1449
Deutsche Bank
Germany
$156K
MA
1450
MCF Advisors
Kentucky
$155K

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.