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Vanguard Real Estate ETF

1,551 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 534 increasing their positions, 699 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 57.98%57.76% (-0.23%)

2% less capital invested

Capital invested by funds: $18.9B → $18.6B (-$344M)

2% less funds holding

Funds holding: 1,5871,551 (-36)

3% less funds holding in top 10

Funds holding in top 10: 118114 (-4)

16% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 114

24% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 699

72% less call options, than puts

Call options by funds: $122M | Put options by funds: $436M

Holders
1,551
Holders Change
-36
Holders Change %
-2.27%
% of All Funds
24.35%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.79%
New
96
Increased
534
Reduced
699
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
MetLife Investment Management
New Jersey
$8.56M -$705K -8,600 -8%
RA
227
Regis Acquisition
Colorado
$8.52M +$638K +7,789 +8%
BRWA
228
B. Riley Wealth Advisors
Florida
$8.4M -$690K -8,428 -8%
LIA
229
LBMC Investment Advisors
Tennessee
$8.36M -$167K -2,039 -2%
FA
230
FC Advisory
Pennsylvania
$8.24M +$333K +4,063 +4%
AWM
231
Avior Wealth Management
Nebraska
$8.15M -$385K -4,695 -5%
WT
232
Whittier Trust
California
$8.05M +$73.7K +899 +0.9%
BWS
233
BCR Wealth Strategies
Alabama
$8.02M +$142K +1,738 +2%
WS
234
Wela Strategies
Georgia
$7.97M -$23.7K -289 -0.3%
IAIM
235
Industrial Alliance Investment Management
Quebec, Canada
$7.87M
PWPCM
236
Perella Weinberg Partners Capital Management
New York
$7.84M
FIM
237
Freedom Investment Management
Connecticut
$7.82M +$121K +1,482 +2%
FT
238
Fiduciary Trust
Massachusetts
$7.75M -$1.64M -20,061 -18%
EWA
239
Exencial Wealth Advisors
Oklahoma
$7.61M +$5.87M +71,680 +371%
CAM
240
Cresset Asset Management
Illinois
$7.56M +$5.19M +63,385 +241%
BPA
241
Beacon Pointe Advisors
California
$7.48M -$2.12M -25,913 -22%
GGS
242
Galvin Gaustad & Stein
Arizona
$7.42M -$278K -3,393 -4%
SWP
243
Stratos Wealth Partners
Ohio
$7.33M +$931K +11,361 +15%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$7.28M -$4.96M -60,551 -41%
UB
245
UMB Bank
Missouri
$7.27M -$3M -36,642 -30%
CI
246
Cordant Inc
Oregon
$7.26M +$385K +4,698 +6%
PA
247
Parkside Advisors
California
$7.21M -$507K -6,185 -7%
WTC
248
WhitTier Trust Company
Nevada
$7.15M -$54.9K -670 -0.8%
JWM
249
JFG Wealth Management
Colorado
$7.12M -$495K -6,048 -7%
CCM
250
Coldstream Capital Management
Washington
$7.11M -$325K -3,968 -4%

VNQ Hedge Fund Activity: Q2 2023 in Review

1,551 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2023, worth a combined $18.6B — down 1.8% from $18.9B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of VNQ and 96 opened new positions — a net loss of 18 holders — while 699 trimmed existing stakes and 534 added.

The largest buyer was JP Morgan Chase, adding an estimated $190M. The largest seller was Mivtachim The Workers Social Insurance Fund, exiting entirely with an estimated $301M sold.

  • 1,551 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2023, down from 1,587 in Q1 2023.
  • Funds reported $18.6B of Vanguard Real Estate ETF stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 96 funds opened new Vanguard Real Estate ETF positions in Q2 2023 and 114 closed out, a net change of -18 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $190M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $301M sold.

Based on aggregated 13F filings for Q2 2023.