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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
AI
1601
Arvest Investments
Arkansas
$14.7K
GWSA
1602
Global Wealth Strategies & Associates
Colorado
$14.6K -$552 -6 -4%
DI
1603
DAGCO Inc
Ohio
$14.6K
CT
1604
Coastline Trust
Rhode Island
$14.6K +$13.8K +150 New
FGC
1605
Financial Gravity Companies
Texas
$14.3K +$13.5K +147 New
SFSG
1606
Sound Financial Strategies Group
Mississippi
$13.2K
SA
1607
SRH Advisors
Kansas
$13.1K
EFP
1608
EnRich Financial Partners
Wisconsin
$13K +$12.2K +133 New
CICI
1609
Capital Investment Counsel Inc
North Carolina
$12.7K
WWP
1610
WR Wealth Planners
Missouri
$12.7K
BG
1611
Bollard Group
Massachusetts
$12K +$184 +2 +2%
DAM
1612
Delta Asset Management
Tennessee
$11.9K +$92 +1 +0.8%
AFWM
1613
Abich Financial Wealth Management
Virginia
$11.7K -$69K -749 -86%
GFPC
1614
Global Financial Private Client
Florida
$11.6K
NCM
1615
Northwest Capital Management
Oregon
$11.4K
CWM
1616
CarsonAllaria Wealth Management
Illinois
$11.4K +$10.8K +117 New
CWM
1617
Cedar Wealth Management
California
$11.1K +$10.5K +114 New
CJH
1618
Christopher J. Hasenberg
Wisconsin
$11.1K +$7.37K +80 +216%
AWM
1619
Aspire Wealth Management
Massachusetts
$10.4K +$92 +1 +1%
ACA
1620
Atlas Capital Advisors
Wyoming
$10.1K -$41.1K -446 -81%
NIC
1621
Northwest Investment Counselors
Oregon
$9.22K +$8.75K +95 New
RFA
1622
Register Financial Advisors
Georgia
$9.06K
KWAG
1623
Kiely Wealth Advisory Group
North Carolina
$8.69K
WGS
1624
Washington Growth Strategies
District of Columbia
$8.24K +$72.2K +784 New
TVWM
1625
Tower View Wealth Management
Wisconsin
$7.93K

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.