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Vanguard Real Estate ETF

1,659 hedge funds and large institutions have $21.8B invested in Vanguard Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 625 increasing their positions, 647 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 99118 (+19)

16% more capital invested

Capital invested by funds: $18.8B → $21.8B (+$2.97B)

5% more funds holding

Funds holding: 1,5841,659 (+75)

0.32% less ownership

Funds ownership: 58.59%58.26% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 647

20% less call options, than puts

Call options by funds: $119M | Put options by funds: $149M

Holders
1,659
Holders Change
+75
Holders Change %
+4.73%
% of All Funds
23.82%
Holding in Top 10
118
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.19%
% of All Funds
1.69%
New
172
Increased
625
Reduced
647
Closed
72
Calls
$119M
Puts
$149M
Net Calls
-$30.3M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.57B -$115M -1,243,938 -7%
Morgan Stanley
2
Morgan Stanley
New York
$1.2B +$30.6M +331,803 +3%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$1.11B +$11.6M +125,586 +1%
Bank of America
4
Bank of America
North Carolina
$1.11B +$58.2M +631,851 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$972M +$24.2M +263,065 +3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$829M +$47.1M +511,997 +6%
Wealthfront Advisers
7
Wealthfront Advisers
California
$790M -$21.9M -238,325 -3%
Goldman Sachs
8
Goldman Sachs
New York
$574M -$180M -1,951,958 -25%
US Bancorp
9
US Bancorp
Minnesota
$495M +$11.3M +123,161 +2%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$447M +$347M +3,774,000 +465%
Wells Fargo
11
Wells Fargo
California
$431M -$17.9M -194,689 -4%
Prudential Financial
12
Prudential Financial
New Jersey
$427M -$41.1M -446,758 -9%
Financial Engines Advisors
13
Financial Engines Advisors
California
$334M -$8.32M -90,317 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$279M -$7.88M -85,573 -3%
AA
15
Axiom Advisory
California
$271M +$31.6M +343,033 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$252M +$48.6M +527,323 +26%
Charles Schwab
17
Charles Schwab
California
$251M -$9.09M -98,712 -4%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$227M -$17.5M -190,167 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$213M -$4.48M -48,696 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$209M +$198M +2,150,000 New
Mariner
21
Mariner
Kansas
$186M +$7.69M +83,568 +5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$175M -$2.96M -32,168 -2%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$166M -$8.4M -91,263 -5%
PFA
24
Pure Financial Advisors
California
$162M +$7.02M +76,249 +5%
UBS Group
25
UBS Group
Switzerland
$156M -$13.8M -149,740 -9%

VNQ Hedge Fund Activity: Q3 2024 in Review

1,659 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2024, worth a combined $21.8B — up 16% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VNQ positions and 72 closed out — a net gain of 100 holders — while 625 added to existing stakes and 647 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $347M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $238M sold.

  • 1,659 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2024, up from 1,584 in Q2 2024.
  • Funds reported $21.8B of Vanguard Real Estate ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Vanguard Real Estate ETF positions in Q3 2024 and 72 closed out, a net change of +100 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2024 was State of New Jersey Common Pension Fund D, an estimated $347M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $238M sold.

Based on aggregated 13F filings for Q3 2024.