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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
HFA
351
Highland Financial Advisors
New Jersey
$4.58M +$295K +3,596 +7%
FSC
352
Full Sail Capital
Oklahoma
$4.58M +$248K +3,026 +6%
MCM
353
MAI Capital Management
Ohio
$4.57M -$1.06M -12,927 -19%
KA
354
Klingman & Associates
New York
$4.57M +$19.1K +233 +0.4%
JAG
355
Journey Advisory Group
Kentucky
$4.54M +$712K +8,695 +19%
MWM
356
Moran Wealth Management
Florida
$4.54M +$304K +3,712 +7%
VM
357
VPR Management
Texas
$4.53M -$13.1K -160 -0.3%
CL
358
Choreo LLC
Illinois
$4.51M -$123K -1,501 -3%
WFPG
359
Waller Financial Planning Group
Ohio
$4.49M +$82.7K +1,010 +2%
EAM
360
Evanson Asset Management
California
$4.47M +$433K +5,286 +11%
FPAS
361
Focus Partners Advisor Solutions
Missouri
$4.42M +$56.6K +691 +1%
DI
362
Disciplined Investments
Oklahoma
$4.42M -$1.59M -19,399 -27%
CTC
363
Central Trust Company
Missouri
$4.37M -$442K -5,398 -9%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$4.31M -$169K -2,059 -4%
CA
365
Cetera Advisors
Colorado
$4.29M +$519K +6,340 +14%
HI
366
Human Investing
Oregon
$4.29M +$417K +5,095 +11%
PBF
367
Petix & Botte Financial
California
$4.26M +$2.23M +27,262 +115%
AC
368
AWM Capital
Arizona
$4.24M +$746K +9,109 +22%
TAM
369
TCP Asset Management
Ohio
$4.23M -$694K -8,465 -14%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$4.21M -$65.1K -795 -2%
KF
371
Krilogy Financial
Missouri
$4.19M +$79.7K +973 +2%
CCM
372
Colorado Capital Management
Colorado
$4.18M -$75.5K -921 -2%
FAAM
373
First Ascent Asset Management
Colorado
$4.11M +$1.68M +20,529 +72%
ASN
374
Advisory Services Network
Georgia
$4.1M -$66.3K -809 -2%
BHWM
375
Beaird Harris Wealth Management
Texas
$4.1M -$848K -10,349 -17%

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.