We are live on ! Find out more
VNQ icon

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
PPC
1501
Park Place Capital
Alabama
$51.5K -$10.9K -128 -18%
SC
1502
Stephens Consulting
Michigan
$50.9K -$5.64K -66 -10%
FCA
1503
FinTrust Capital Advisors
South Carolina
$50.6K +$11.5K +135 +30%
DFA
1504
DHJJ Financial Advisors
Illinois
$49.6K
SWM
1505
Sugarloaf Wealth Management
Georgia
$48.3K +$342 +4 +0.7%
LF
1506
LifeSteps Financial
California
$46.9K +$46.3K +542 New
RWPA
1507
Richard W. Paul & Associates
Michigan
$45.8K -$769 -9 -2%
FCMT
1508
Founders Capital Management (Texas)
Texas
$45.4K -$40.6K -475 -48%
T
1509
Tidemark
California
$45K +$171 +2 +0.4%
BWL
1510
Bogart Wealth LLC
Virginia
$44.6K -$6.49K -76 -13%
AGWCA
1511
Annis Gardner Whiting Capital Advisors
Florida
$44.4K +$8.89K +104 +25%
FDCDDQ
1512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2K -$17.9K -210 -30%
PMFA
1513
Plante Moran Financial Advisors
Michigan
$42.9K +$37.1K +434 +700%
SAM
1514
Smartleaf Asset Management
Massachusetts
$42.7K -$2.82K -33 -6%
RA
1515
Ransom Advisory
Rhode Island
$39.3K +$38.8K +454 New
PCMC
1516
Private Capital Management (Colorado)
Colorado
$39.2K -$42.3K -495 -52%
CAM
1517
Creekmur Asset Management
Illinois
$39.1K +$342 +4 +0.9%
WWMSC
1518
Wagner Wealth Management (South Carolina)
South Carolina
$39K +$256 +3 +0.7%
VF
1519
VitalStone Financial
Texas
$39K -$4.79K -56 -11%
CTC
1520
Cetera Trust Company
Minnesota
$38.9K
CAM
1521
Chesapeake Asset Management
New York
$38.6K +$22.1K +259 +139%
BWP
1522
Baldwin Wealth Partners
Massachusetts
$38.4K
BCMLT
1523
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.1K -$3.67K -43 -9%
PCMC
1524
Planning Capital Management Corporation
Pennsylvania
$38K -$7.35K -86 -16%
IRC
1525
Investors Research Corp
Georgia
$38K +$6.24K +73 +20%

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.