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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
Creative Planning
1
Creative Planning
Kansas
$1.46B -$34.9M -422,066 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1B -$31.9M -386,279 -3%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$946M +$47.6M +576,842 +5%
Bank of America
4
Bank of America
North Carolina
$899M -$48.2M -584,094 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$814M -$60.1M -727,724 -7%
Wealthfront Advisers
6
Wealthfront Advisers
California
$699M +$33.3M +403,394 +5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$670M +$43.2M +523,467 +7%
Goldman Sachs
8
Goldman Sachs
New York
$657M -$27.9M -337,309 -4%
US Bancorp
9
US Bancorp
Minnesota
$415M -$34M -412,131 -8%
Prudential Financial
10
Prudential Financial
New Jersey
$404M +$32.7M +395,687 +9%
Wells Fargo
11
Wells Fargo
California
$387M -$65.5M -793,517 -15%
Financial Engines Advisors
12
Financial Engines Advisors
California
$296M +$2.5M +30,224 +0.9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$247M -$2.69M -32,607 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$238M -$147M -1,778,300 -38%
Charles Schwab
15
Charles Schwab
California
$224M +$11.5M +139,451 +6%
AA
16
Axiom Advisory
California
$215M +$212M +2,564,614 +6,421%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$211M +$4.33M +52,449 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$188M +$886K +10,732 +0.5%
MTWSIF
19
Mivtachim The Workers Social Insurance Fund
Israel
$175M -$99.6M -1,206,575 -37%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$172M +$17.4M +210,893 +11%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$153M -$11.7M -142,148 -7%
Mariner
22
Mariner
Kansas
$153M -$3.71M -44,958 -2%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$150M -$5.03M -60,895 -3%
UBS Group
24
UBS Group
Switzerland
$147M +$10.2M +123,131 +8%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M +$3.69M +44,660 +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.