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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
NBT
1476
Northwest Bank & Trust
Iowa
$78.4K
BSWA
1477
Bromfield Sneider Wealth Advisors
Massachusetts
$78.4K
CT
1478
Cambridge Trust
Massachusetts
$76.4K +$13.8K +162 +22%
JHCP
1479
Jackson Hole Capital Partners
Oklahoma
$75.8K +$171 +2 +0.2%
NF
1480
Norwood Financial
Pennsylvania
$75.1K
WTA
1481
Washington Trust Advisors
Massachusetts
$74.8K +$342 +4 +0.5%
MWM
1482
Mascoma Wealth Management
New Hampshire
$73.5K -$8.54K -100 -11%
EWM
1483
EPG Wealth Management
Georgia
$72.8K +$256 +3 +0.4%
FFO
1484
Fortitude Family Office
Arizona
$68.4K +$513 +6 +0.8%
CIAS
1485
Capital Investment Advisory Services
North Carolina
$67.8K -$256 -3 -0.4%
FAM
1486
Family Asset Management
South Carolina
$67K -$256 -3 -0.4%
HBW
1487
Hazlett, Burt & Watson
West Virginia
$66K +$32.8K +384 +103%
LWANC
1488
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.8K +$20.5K +240 +48%
CB
1489
CNB Bank
Pennsylvania
$59.9K -$2.99K -35 -5%
FWM
1490
FSA Wealth Management
Massachusetts
$57.7K -$2.65K -31 -4%
SN
1491
Sittner & Nelson
Oregon
$57.6K
FFA
1492
Founders Financial Alliance
North Carolina
$56.3K -$27.2K -318 -33%
PGAM
1493
Princeton Global Asset Management
New Jersey
$55.6K -$19.4K -227 -26%
KHC
1494
Koesten Hirschmann & Crabtree
Kansas
$55.3K -$940 -11 -2%
BL
1495
Balentine LLC
Georgia
$55.3K +$54.6K +639 New
CWM
1496
Cedar Wealth Management
California
$55.2K -$1.02K -12 -2%
BWAM
1497
Boyd Watterson Asset Management
Ohio
$54.8K
MTIC
1498
Missouri Trust & Investment Company
Missouri
$54.4K +$342 +4 +0.6%
GI
1499
Gradient Investments
Minnesota
$53.5K -$26.6K -311 -33%
WIC
1500
Woodmont Investment Counsel
Tennessee
$51.9K +$51.3K +600 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.