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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
FWM
251
FFT Wealth Management
Pennsylvania
$7.11M
CCA
252
Checchi Capital Advisers
California
$7.09M +$1.5M +18,285 +27%
BFO
253
Biltmore Family Office
North Carolina
$6.99M +$92.5K +1,129 +1%
BFS
254
Bard Financial Services
Connecticut
$6.93M -$316K -3,862 -4%
PFPT
255
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.81M -$302K -3,686 -4%
KCM
256
Kanawha Capital Management
Virginia
$6.77M +$12.9K +158 +0.2%
BAM
257
Bayshore Asset Management
Florida
$6.76M +$416K +5,078 +7%
LSPW
258
Lake Street Private Wealth
Illinois
$6.7M +$70.8K +864 +1%
MCM
259
Manchester Capital Management
Vermont
$6.69M -$4.18M -50,976 -39%
Natixis Advisors
260
Natixis Advisors
Massachusetts
$6.65M -$781K -9,534 -11%
SOAG
261
Silver Oak Advisory Group
Oregon
$6.64M +$288K +3,518 +5%
UBV
262
United Bank (Virginia)
Virginia
$6.53M +$32.9K +401 +0.5%
HIA
263
Harbor Investment Advisory
Maryland
$6.51M -$37.7K -460 -0.6%
MWM
264
Magnolia Wealth Management
Alabama
$6.47M +$509K +6,209 +9%
KIA
265
KCM Investment Advisors
California
$6.39M -$16K -195 -0.3%
AA
266
Atmos Advisory
Pennsylvania
$6.39M +$102K +1,242 +2%
CA
267
Clearstead Advisors
Ohio
$6.37M -$170K -2,079 -3%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$6.35M +$789K +9,634 +15%
OFG
269
Omega Financial Group
California
$6.35M +$161K +1,967 +3%
PCH
270
PGIM Custom Harvest
New Jersey
$6.3M +$1.75M +21,313 +39%
LFG
271
Larson Financial Group
Missouri
$6.29M +$1.06M +12,896 +21%
PT
272
Plimoth Trust
Massachusetts
$6.26M -$36.9K -450 -0.6%
CA
273
Cambridge Advisors
Nebraska
$6.26M +$273K +3,333 +5%
NAM
274
Nissay Asset Management
Japan
$6.26M
QS
275
Quantitative Strategies
California
$6.24M +$6.12M +74,645 New

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.