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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
HF
1601
Halpern Financial
Virginia
$6.22K -$26.3K -308 -81%
TWD
1602
True Wealth Design
Ohio
$6.05K +$5.98K +70 New
SFC
1603
SYM Financial Corp
Indiana
$5.1K +$5.04K +59 New
LWCFA
1604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.94K +$5.3K +62 New
RF
1605
Robinswood Financial
Washington
$4.4K
BAM
1606
Byrne Asset Management
New Jersey
$4.32K -$4.27K -50 -50%
IWP
1607
IAG Wealth Partners
Wisconsin
$4.24K -$23.4K -274 -85%
CWP
1608
Concord Wealth Partners
Virginia
$4.2K -$427 -5 -9%
Russell Investments Group
1609
Russell Investments Group
United Kingdom
$4.16K +$3.76K +44 +1,100%
VL
1610
Vima LLC
Michigan
$4.15K
GA
1611
GoalVest Advisory
New York
$3.81K -$183K -2,141 -98%
GI
1612
GS Investments
Minnesota
$3.71K
MFG
1613
Mendota Financial Group
Wisconsin
$3.55K
CJH
1614
Christopher J. Hasenberg
Wisconsin
$3.2K +$3.16K +37 New
CA
1615
Centerpoint Advisors
Massachusetts
$3K
MIA
1616
MeadowBrook Investment Advisors
Michigan
$2.85K
HCA
1617
Heck Capital Advisors
Wisconsin
$2.68K
BBPWM
1618
Blue Bell Private Wealth Management
Pennsylvania
$2.68K +$684 +8 +35%
VWWMG
1619
Vermillion & White Wealth Management Group
Pennsylvania
$2.59K -$684 -8 -21%
PCA
1620
Providence Capital Advisors
North Carolina
$2.42K
FMP
1621
Financial Management Professionals
Texas
$2K -$2.56K -30 -60%
EA
1622
Evolution Advisers
Virginia
$2K
RFG
1623
REAP Financial Group
Texas
$1.99K
OLVIG
1624
Oliver Lagore Vanvalin Investment Group
Michigan
$1.73K -$769 -9 -31%
Macquarie Group
1625
Macquarie Group
Australia
$1.57K -$5.88M -68,796 -79%

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.