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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
C
301
Cliffwater
California
$5.29M
WCWM
302
Willow Creek Wealth Management
California
$5.23M +$735K +8,914 +15%
AIM
303
Alhambra Investment Management
Florida
$5.22M +$2.09M +25,363 +58%
JWCA
304
J.W. Cole Advisors
Florida
$5.21M +$462K +5,597 +9%
RCF
305
Rainwater Charitable Foundation
Texas
$5.18M
NA
306
NewEdge Advisors
Louisiana
$5.17M +$31.3K +379 +0.6%
Jane Street
307
Jane Street
New York
$5.14M +$2.5M +30,374 +81%
PP
308
PDS Planning
Ohio
$5.12M +$446K +5,404 +9%
MAM
309
Marotta Asset Management
Virginia
$5.11M -$248K -3,012 -4%
RMC
310
Regis Management Company
California
$5.11M +$82.5K +1,000 +2%
RBC
311
Rye Brook Capital
Connecticut
$5.07M +$1.69M +20,500 +44%
LFA
312
Landmark Financial Advisors
Kentucky
$5M +$505K +6,120 +10%
FA
313
Forefront Analytics
Pennsylvania
$4.92M +$796K +9,656 +17%
DAS
314
Dynamic Advisor Solutions
Arizona
$4.91M -$341K -4,135 -6%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$4.9M -$114K -1,379 -2%
EWA
316
Evolution Wealth Advisors
Florida
$4.87M +$123K +1,489 +2%
CFA
317
Cahill Financial Advisors
Minnesota
$4.84M +$79.7K +966 +2%
FAM
318
Frontier Asset Management
Wyoming
$4.84M -$563K -6,822 -10%
FF
319
Financial Futures
New Jersey
$4.83M +$400K +4,852 +8%
CA
320
Cetera Advisors
Colorado
$4.83M +$1.02M +12,414 +24%
LWP
321
LMG Wealth Partners
Louisiana
$4.83M +$130K +1,575 +3%
CWM
322
Concentric Wealth Management
California
$4.82M +$121K +1,463 +2%
CAM
323
Campion Asset Management
Virginia
$4.82M +$279K +3,387 +6%
WFA
324
WestHill Financial Advisors
California
$4.81M +$453K +5,491 +9%
AIS
325
American Investment Services
Massachusetts
$4.81M -$85.3K -1,034 -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.