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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
ME
126
McIlrath & Eck
Washington
$17.5M +$479K +5,612 +3%
PFM
127
Phillips Financial Management
Indiana
$17.3M +$237K +2,771 +1%
PIMG
128
Patriot Investment Management Group
Tennessee
$17.2M +$214K +2,505 +1%
FU
129
Fairfield University
Connecticut
$17.2M +$143K +1,674 +0.8%
MWP
130
Moller Wealth Partners
$17M +$111K +1,300 +0.7%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$16.9M
PCH
132
PGIM Custom Harvest
New Jersey
$16.9M +$5.28M +61,751 +46%
SC
133
Schoolcraft Capital
Colorado
$16.8M +$122K +1,426 +0.7%
LNC
134
Lincoln National Corp
Pennsylvania
$16.7M -$298K -3,484 -2%
Man Group
135
Man Group
United Kingdom
$16.6M +$9.1M +106,476 +125%
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$16.5M +$52.1K +610 +0.3%
WANY
137
Wealthspire Advisors (New York)
New York
$16.3M -$1.04M -12,206 -6%
BTI
138
Blue Trust Inc
Georgia
$16.3M +$1.51M +17,718 +10%
CA
139
Cetera Advisors
Colorado
$16.1M +$10.6M +124,321 +201%
CB
140
Commerce Bank
Missouri
$16.1M +$725K +8,484 +5%
CW
141
CreativeOne Wealth
Kansas
$15.8M +$2.3M +26,911 +17%
RA
142
Rodgers & Associates
Pennsylvania
$15.8M +$232K +2,712 +2%
ACM
143
Alpha Capital Management
Texas
$15.6M +$2.07M +24,273 +16%
CCM
144
Carlson Capital Management
Minnesota
$15.5M -$798K -9,341 -5%
William Blair & Company
145
William Blair & Company
Illinois
$15.3M -$89.5K -1,048 -0.6%
TTWM
146
TCV Trust & Wealth Management
Virginia
$15.3M -$275K -3,224 -2%
MWM
147
Magnolia Wealth Management
Alabama
$15.3M +$7.48M +87,552 +96%
JFGLC
148
Johnson Financial Group LLC (Colorado)
Colorado
$15.2M -$64.2K -751 -0.4%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$15.2M +$2.03M +23,808 +16%
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.2M -$630K -7,377 -4%

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.