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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
NW
201
NewEdge Wealth
Pennsylvania
$11.3M -$95.2K -1,114 -0.8%
RW
202
REDW Wealth
New Mexico
$11.2M -$1.31M -15,332 -11%
EI
203
Ellevest Inc
New York
$11.1M +$404K +4,731 +4%
BWG
204
Balanced Wealth Group
Ohio
$10.9M +$15M +175,055 +208%
PL
205
Plancorp LLC
Missouri
$10.9M -$155K -1,816 -1%
MWM
206
Modera Wealth Management
New Jersey
$10.8M -$595K -6,961 -5%
EF
207
Empowered Funds
Pennsylvania
$10.7M +$8.45M +98,892 +393%
KAS
208
Kestra Advisory Services
Texas
$10.7M +$2.55M +29,822 +32%
Lido Advisors
209
Lido Advisors
California
$10.6M -$1.21M -14,181 -10%
AA
210
Ancora Advisors
Ohio
$10.6M -$90.6K -1,061 -0.9%
SW
211
SVB Wealth
Massachusetts
$10.5M +$3.28M +38,418 +46%
TC
212
Trilogy Capital
California
$10.5M +$58K +679 +0.6%
Franklin Resources
213
Franklin Resources
California
$10.5M -$516K -6,043 -5%
NL
214
Navalign LLC
California
$10.4M -$3.9M -45,610 -27%
RWMH
215
Riverpoint Wealth Management Holdings
Illinois
$10.3M -$30.8K -361 -0.3%
CAI
216
Capital Advisors Inc
Oklahoma
$10.3M -$553K -6,469 -5%
WA
217
Wealth Alliance
New York
$10.1M +$3.46M +40,533 +53%
NHT
218
New Hampshire Trust
New Hampshire
$10.1M +$45.8K +536 +0.5%
AFC
219
Adaptive Financial Consulting
Ohio
$10M +$266K +3,118 +3%
HWMT
220
Heritage Wealth Management (Texas)
Texas
$9.76M +$161K +1,879 +2%
EWA
221
Exencial Wealth Advisors
Oklahoma
$9.73M +$730K +8,550 +8%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$9.64M +$675K +7,900 +8%
SFG
223
Sage Financial Group
Pennsylvania
$9.63M +$1.59M +18,615 +20%
CCA
224
Checchi Capital Advisers
California
$9.58M +$1.07M +12,468 +13%
BPA
225
Beacon Pointe Advisors
California
$9.55M +$162K +1,894 +2%

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.