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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
HIGP
1701
Hill Investment Group Partners
Missouri
-$230K -2,608 Closed
CBTWT
1702
Community Bank & Trust (Waco, Texas)
Texas
-$230K -2,598 Closed
SGCA
1703
Steel Grove Capital Advisors
Tennessee
-$228K -2,583 Closed
WA
1704
Wambolt & Associates
Colorado
-$226K -2,563 Closed
SFG
1705
SevenBridge Financial Group
Pennsylvania
-$226K -2,558 Closed
ASBI
1706
American State Bank (Iowa)
Iowa
-$225K -2,545 Closed
BEAM
1707
Baker Ellis Asset Management
Washington
-$221K -2,498 Closed
MFG
1708
MTM Financial Group
Pennsylvania
-$219K -2,480 Closed
JBA
1709
Johnson Bixby & Associates
Washington
-$211K -2,386 Closed
BAG
1710
Bridgewealth Advisory Group
California
-$207K -2,338 Closed
AFAS
1711
Acorn Financial Advisory Services
Virginia
-$202K -2,313 Closed
RRA
1712
Round Rock Advisors
Connecticut
-$204K -2,307 Closed
OWA
1713
Outlook Wealth Advisors
Texas
-$203K -2,300 Closed
VI
1714
Vestcor Inc
New Brunswick, Canada
-$203K -2,300 Closed
WCM
1715
WealthBridge Capital Management
Ohio
-$203K -2,300 Closed
GFG
1716
Goldstone Financial Group
Illinois
-$202K -2,291 Closed
QCM
1717
QRG Capital Management
Illinois
-$202K -2,291 Closed
PRI
1718
Prepared Retirement Institute
Pennsylvania
-$202K -2,288 Closed
CFFNO
1719
Common Fund For Nonprofit Organizations
Connecticut
-$202K -2,284 Closed
FSI
1720
Flow State Investments
Illinois
-$133K -1,500 Closed
BI
1721
Bramshill Investments
Florida
-$126K -1,422 Closed
TVAMP
1722
Tennessee Valley Asset Management Partners
Tennessee
-$97.2K -1,100 Closed
NFA
1723
Northwest Financial Advisors
Virginia
-$94.6K -1,071 Closed
FA
1724
Faithward Advisors
Pennsylvania
-$86.7K -1,050 Closed
JEST
1725
JTC Employer Solutions Trustee
Jersey
-$89K -1,000 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.