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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
Creative Planning
1
Creative Planning
Kansas
$1.54B -$45.4M -531,197 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.07B -$1.14B -13,329,944 -52%
Bank of America
3
Bank of America
North Carolina
$978M +$111M +1,294,930 +13%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$927M +$32.4M +378,796 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$903M -$18.2M -213,141 -2%
Goldman Sachs
6
Goldman Sachs
New York
$707M -$134M -1,566,527 -16%
Wealthfront Advisers
7
Wealthfront Advisers
California
$687M +$23.2M +271,179 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$646M +$31.1M +364,474 +5%
Wells Fargo
9
Wells Fargo
California
$468M -$71M -830,795 -13%
US Bancorp
10
US Bancorp
Minnesota
$464M -$3.05M -35,689 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$400M +$376M +4,401,800 +2,015%
Prudential Financial
12
Prudential Financial
New Jersey
$383M +$16.6M +194,711 +5%
Financial Engines Advisors
13
Financial Engines Advisors
California
$299M -$1.19M -13,881 -0.4%
MTWSIF
14
Mivtachim The Workers Social Insurance Fund
Israel
$285M -$31M -363,000 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$258M +$35.5M +414,935 +16%
Charles Schwab
16
Charles Schwab
California
$219M +$55M +644,048 +34%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$213M +$12.3M +143,556 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$193M -$41.1M -481,267 -18%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$170M -$7.33M -85,795 -4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$163M -$6.51M -76,227 -4%
Mariner
21
Mariner
Kansas
$162M -$10.9M -128,083 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$160M -$44.5M -521,323 -22%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$158M +$110M +1,283,964 +224%
BOTOTLSJU
24
Board of Trustees of The Leland Stanford Junior University
California
$147M
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M +$27.1M +317,600 +24%

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.