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Vanguard Real Estate ETF

1,523 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 624 increasing their positions, 629 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 57.76%59.47% (+1.7%)

1% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 629

2% less funds holding

Funds holding: 1,5521,523 (-29)

6% less capital invested

Capital invested by funds: $18.6B → $17.5B (-$1.03B)

10% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 100

12% less funds holding in top 10

Funds holding in top 10: 114100 (-14)

65% less call options, than puts

Call options by funds: $76M | Put options by funds: $220M

Holders
1,523
Holders Change
-29
Holders Change %
-1.87%
% of All Funds
24.17%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
90
Increased
624
Reduced
629
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
226
Wela Strategies
Georgia
$8.22M +$976K +11,839 +12%
TFA
227
Transamerica Financial Advisors
Florida
$8.16M +$315K +3,821 +4%
TA
228
Tiedemann Advisors
New York
$8.09M -$300K -3,638 -3%
SP
229
Symmetry Partners
Connecticut
$8.04M -$426K -5,162 -5%
KIA
230
KCM Investment Advisors
California
$7.81M +$2.21M +26,780 +35%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$7.7M +$2.13M +25,801 +34%
FA
232
FC Advisory
Pennsylvania
$7.7M +$260K +3,154 +3%
SWP
233
Stratos Wealth Partners
Ohio
$7.67M +$1.12M +13,624 +16%
PO
234
Private Ocean
California
$7.53M -$981K -11,898 -11%
AWM
235
Avior Wealth Management
Nebraska
$7.5M +$133K +1,614 +2%
LIA
236
LBMC Investment Advisors
Tennessee
$7.34M +$63.2K +766 +0.8%
PA
237
Parallel Advisors
California
$7.34M -$919K -11,149 -10%
BWS
238
BCR Wealth Strategies
Alabama
$7.24M -$15.3K -185 -0.2%
HSBC Holdings
239
HSBC Holdings
United Kingdom
$7.19M -$2.48M -30,081 -24%
UBS AM
240
UBS AM
Illinois
$7.17M +$1.88M +22,840 +32%
FMC
241
First Merchants Corp
Indiana
$7.14M -$1.36M -16,491 -15%
IAIM
242
Industrial Alliance Investment Management
Quebec, Canada
$7.13M
PWPCM
243
Perella Weinberg Partners Capital Management
New York
$7.1M
CCA
244
Checchi Capital Advisers
California
$7.09M +$730K +8,852 +10%
HF
245
HRT Financial
New York
$7.07M +$7.71M +93,477 New
Natixis Advisors
246
Natixis Advisors
Massachusetts
$7.04M +$1.11M +13,477 +17%
Cohen & Steers
247
Cohen & Steers
New York
$7.02M +$1.83M +22,149 +31%
WT
248
Whittier Trust
California
$6.86M -$466K -5,646 -6%
SI
249
Stephens Inc
Arkansas
$6.83M -$20.2M -245,491 -73%
PA
250
Parkside Advisors
California
$6.78M +$284K +3,441 +4%

VNQ Hedge Fund Activity: Q3 2023 in Review

1,523 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2023, worth a combined $17.5B — down 5.5% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VNQ and 90 opened new positions — a net loss of 10 holders — while 629 trimmed existing stakes and 624 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $299M. The largest seller was Catalyst Capital Advisors, cutting an estimated $91.8M.

  • 1,523 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2023, down from 1,552 in Q2 2023.
  • Funds reported $17.5B of Vanguard Real Estate ETF stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 90 funds opened new Vanguard Real Estate ETF positions in Q3 2023 and 100 closed out, a net change of -10 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $299M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $91.8M sold.

Based on aggregated 13F filings for Q3 2023.