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Vanguard Real Estate ETF

1,583 hedge funds and large institutions have $18.8B invested in Vanguard Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 560 increasing their positions, 687 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $111M | Put options by funds: $91.8M

0.99% less ownership

Funds ownership: 59.57%58.59% (-0.99%)

3% less funds holding

Funds holding: 1,6311,583 (-48)

7% less capital invested

Capital invested by funds: $20.2B → $18.8B (-$1.46B)

9% less funds holding in top 10

Funds holding in top 10: 10999 (-10)

18% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 687

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,583
Holders Change
-48
Holders Change %
-2.94%
% of All Funds
22.86%
Holding in Top 10
99
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.17%
% of All Funds
1.43%
New
93
Increased
560
Reduced
687
Closed
119
Calls
$111M
Puts
$91.8M
Net Calls
+$19.3M
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$13.5M -$1.84M -22,274 -12%
AIP
152
Ameritas Investment Partners
Nebraska
$13.1M +$233K +2,824 +2%
VA
153
Valmark Advisers
Ohio
$13M -$189K -2,293 -1%
AllianceBernstein
154
AllianceBernstein
Tennessee
$12.9M +$162K +1,967 +1%
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.9M -$1.96M -23,726 -14%
PIFP
156
Partners in Financial Planning
Virginia
$12.8M +$127K +1,544 +1%
B
157
Bailard
California
$12.8M +$33.3K +403 +0.3%
TFP
158
TrueWealth Financial Partners
Washington
$12.7M +$1M +12,130 +9%
EBT
159
Enterprise Bank & Trust
Massachusetts
$12.6M +$111K +1,343 +0.9%
CFP
160
Cypress Financial Planning
New Jersey
$12.6M +$1.33M +16,139 +12%
PNC
161
Park National Corp
Ohio
$12.5M -$389K -4,713 -3%
KAS
162
Kestra Advisory Services
Texas
$12.4M +$4.09M +49,518 +40%
Brown Advisory
163
Brown Advisory
Maryland
$12.2M -$403K -4,885 -3%
BWG
164
Balanced Wealth Group
Ohio
$12.1M +$1.17M +14,180 +5%
TOTSC
165
Trustees of the Smith College
Massachusetts
$12M
DADC
166
D.A. Davidson & Co
Montana
$12M +$232K +2,815 +2%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$12M +$211K +2,553 +2%
BFA
168
Bluestem Financial Advisors
Illinois
$12M +$956K +11,578 +9%
FHC
169
Fort Henry Capital
West Virginia
$12M +$348K +4,210 +3%
HWMG
170
Hurlow Wealth Management Group
Indiana
$11.9M +$523K +6,337 +5%
LI
171
LRI Investments
Florida
$11.9M +$623K +7,546 +6%
SC
172
Swan Capital
Florida
$11.9M +$3.16M +38,218 +37%
CCM
173
Cambridge Capital Management
Illinois
$11.9M +$527K +6,384 +5%
OSNBOA
174
Old Second National Bank of Aurora
Illinois
$11.8M +$11.5M +139,348 +11,910%
RG
175
Rathbones Group
United Kingdom
$11.7M -$408K -4,942 -3%

VNQ Hedge Fund Activity: Q2 2024 in Review

1,583 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2024, worth a combined $18.8B — down 7.2% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of VNQ and 93 opened new positions — a net loss of 26 holders — while 687 trimmed existing stakes and 560 added.

The largest buyer was Axiom Advisory, adding an estimated $212M. The largest seller was Board of Trustees of The Leland Stanford Junior University, exiting entirely with an estimated $147M sold.

  • 1,583 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2024, down from 1,631 in Q1 2024.
  • Funds reported $18.8B of Vanguard Real Estate ETF stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 93 funds opened new Vanguard Real Estate ETF positions in Q2 2024 and 119 closed out, a net change of -26 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2024 was Axiom Advisory, an estimated $212M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2024 was Board of Trustees of The Leland Stanford Junior University, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2024.