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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
RCF
301
Rainwater Charitable Foundation
Texas
$5.72M
FI
302
FIDELIS iM
Oregon
$5.71M +$191K +2,334 +4%
GW
303
GW & Wade
Massachusetts
$5.71M -$499K -6,094 -8%
NA
304
NewEdge Advisors
Louisiana
$5.68M -$4.19M -51,186 -43%
PPW
305
PACK Private Wealth
Minnesota
$5.61M +$333K +4,070 +6%
RMC
306
Regis Management Company
California
$5.55M +$224K +2,738 +4%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$5.53M -$5.29M -64,520 -49%
SWA
308
Stratos Wealth Advisors
Ohio
$5.51M -$1.78M -21,709 -25%
FHA
309
First Horizon Advisors
Tennessee
$5.4M -$73.2K -893 -1%
AIS
310
American Investment Services
Massachusetts
$5.4M -$74.6K -911 -1%
PI
311
PFS Investments
Georgia
$5.39M +$153K +1,868 +3%
TFF
312
The Family Firm
Maryland
$5.35M +$480K +5,858 +10%
RJT
313
Raymond James Trust
Florida
$5.3M -$119K -1,448 -2%
WPW
314
Waldron Private Wealth
Pennsylvania
$5.29M -$450K -5,493 -8%
JWCA
315
J.W. Cole Advisors
Florida
$5.28M +$394K +4,815 +8%
CFA
316
Cahill Financial Advisors
Minnesota
$5.26M +$320K +3,907 +7%
KWM
317
Kingsview Wealth Management
Oregon
$5.25M +$12.8K +156 +0.2%
EWA
318
Evolution Wealth Advisors
Florida
$5.25M +$27.3K +333 +0.5%
SF
319
Synovus Financial
Georgia
$5.23M +$21.2K +259 +0.4%
BCM
320
Brookstone Capital Management
Illinois
$5.21M -$1.74M -21,286 -25%
RPCA
321
Running Point Capital Advisors
California
$5.21M -$29.7K -362 -0.6%
AF
322
Affiance Financial
Minnesota
$5.21M +$71.2K +869 +1%
CWM
323
Concentric Wealth Management
California
$5.21M +$801K +9,780 +19%
PP
324
PDS Planning
Ohio
$5.2M -$38.3K -467 -0.7%
SCP
325
Stevens Capital Partners
Nebraska
$5.2M -$9.83K -120 -0.2%

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.