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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
OHWP
1626
Oak Harbor Wealth Partners
North Carolina
$1.56K
BBHC
1627
Brown Brothers Harriman & Co
New York
$1.38K -$118K -1,379 -99%
BC
1628
Broadwater Capital
Massachusetts
$1.3K
Allianz Asset Management
1629
Allianz Asset Management
Germany
$1.3K +$171 +2 +15%
IFAM
1630
Institutional & Family Asset Management
Colorado
$1.12K
CPBTD
1631
Central Pacific Bank - Trust Division
Hawaii
$1.02K +$1.02K +12 New
NIC
1632
Northwest Investment Counselors
Oregon
$739 +$769 +9 New
AA
1633
Addison Advisors
Vermont
$547 +$171 +2 +50%
WWP
1634
WR Wealth Planners
Missouri
$173 +$171 +2 New
PAIM
1635
Punch & Associates Investment Management
Minnesota
$10 -$8.97K -105 Closed
NC
1636
NewSquare Capital
Pennsylvania
$6
SAS
1637
SMI Advisory Services
Indiana
-$17.4M -201,350 Closed
ECM
1638
ExodusPoint Capital Management
New York
-$13.7M -155,318 Closed
SP
1639
Symmetry Partners
Connecticut
-$9.25M -104,710 Closed
Marshall Wace
1640
Marshall Wace
United Kingdom
-$6.77M -76,597 Closed
SFS
1641
Solitude Financial Services
Virginia
-$4.96M -56,120 Closed
BWA
1642
BlueSky Wealth Advisors
North Carolina
-$4.83M -54,607 Closed
GC
1643
Gratus Capital
Georgia
-$2.96M -33,509 Closed
EE
1644
EWG Elevate
California
-$2.86M -32,346 Closed
MSA
1645
Marathon Strategic Advisors
Pennsylvania
-$2.76M -31,201 Closed
TCM
1646
Traynor Capital Management
Pennsylvania
-$2.64M -29,888 Closed
WCM
1647
Windham Capital Management
Massachusetts
-$2.2M -24,894 Closed
ARC
1648
Advisor Resource Council
Texas
-$2.17M -24,504 Closed
PG
1649
Proffitt & Goodson
Tennessee
-$2.08M -23,561 Closed
TCMP
1650
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.96M -22,174 Closed

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.