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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
EWA
251
Exencial Wealth Advisors
Oklahoma
$6.72M -$177K -2,143 -2%
FIM
252
Freedom Investment Management
Connecticut
$6.67M -$444K -5,387 -6%
CI
253
Cordant Inc
Oregon
$6.52M -$52.4K -636 -0.7%
GGS
254
Galvin Gaustad & Stein
Arizona
$6.52M -$218K -2,649 -3%
LFG
255
Larson Financial Group
Missouri
$6.47M +$845K +10,244 +14%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$6.45M -$4.26M -51,700 -38%
FWM
257
FFT Wealth Management
Pennsylvania
$6.44M +$742 +9 +0%
EPM
258
Elm Partners Management
Pennsylvania
$6.4M -$5.28M -63,976 -43%
JWM
259
JFG Wealth Management
Colorado
$6.34M -$117K -1,425 -2%
UB
260
UMB Bank
Missouri
$6.33M -$284K -3,441 -4%
BFO
261
Biltmore Family Office
North Carolina
$6.32M +$660 +8 +0%
WTC
262
WhitTier Trust Company
Nevada
$6.29M -$198K -2,400 -3%
SFG
263
Sage Financial Group
Pennsylvania
$6.28M +$961K +11,659 +16%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$6.28M -$334K -4,054 -5%
CAM
265
Cresset Asset Management
Illinois
$6.23M -$652K -7,902 -9%
FT
266
Fiduciary Trust
Massachusetts
$6.21M -$880K -10,674 -12%
KCM
267
Kanawha Capital Management
Virginia
$6.12M -$11K -133 -0.2%
AA
268
Atmos Advisory
Pennsylvania
$6.07M +$315K +3,825 +5%
MWM
269
Magnolia Wealth Management
Alabama
$6.07M +$224K +2,713 +4%
FFM
270
Flagstone Financial Management
Nebraska
$5.98M +$372K +4,509 +6%
BAM
271
Bayshore Asset Management
Florida
$5.98M +$46.1K +559 +0.7%
SC
272
Swan Capital
Florida
$5.96M +$6.49M +78,734 New
PFPT
273
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.95M -$241K -2,923 -4%
UBV
274
United Bank (Virginia)
Virginia
$5.94M +$26.7K +324 +0.4%
SOAG
275
Silver Oak Advisory Group
Oregon
$5.9M -$121K -1,463 -2%

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.