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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
RIM
376
Rockbridge Investment Management
New York
$4.1M -$19.4K -237 -0.5%
CTWM
377
Cherry Tree Wealth Management
Minnesota
$4.09M +$4.01M +48,943 New
UBG
378
United Bank (Georgia)
Georgia
$4.05M -$922K -11,253 -19%
SIA
379
Schechter Investment Advisors
Michigan
$4.04M -$39.4K -481 -1%
LL
380
LPWM LLC
Minnesota
$4.03M +$395K +4,822 +11%
TI
381
Truepoint Inc
Ohio
$3.98M -$1.08M -13,186 -22%
FA
382
Financial Alternatives
California
$3.98M +$234K +2,853 +6%
SAM
383
SignalPoint Asset Management
Missouri
$3.95M -$40.6K -496 -1%
RPC
384
Rossmore Private Capital
Connecticut
$3.92M -$227K -2,765 -6%
CAC
385
Certified Advisory Corp
Florida
$3.91M +$8.36K +102 +0.2%
WCA
386
Waypoint Capital Advisors
Minnesota
$3.89M +$200K +2,438 +6%
RBC
387
Rye Brook Capital
Connecticut
$3.89M
PW
388
Peninsula Wealth
California
$3.84M +$33K +403 +0.9%
CWM
389
CMH Wealth Management
New Hampshire
$3.83M +$111K +1,353 +3%
Walleye Capital
390
Walleye Capital
New York
$3.78M +$1.86M +22,739 +101%
GBT
391
Grove Bank & Trust
Florida
$3.77M -$383K -4,679 -9%
MPM
392
MBB Public Markets
Illinois
$3.76M -$10.8M -132,354 -75%
RTC
393
Riverview Trust Company
Washington
$3.74M -$2.87K -35 -0.1%
HW
394
Hancock Whitney
Mississippi
$3.73M -$1.57M -19,210 -30%
ONB
395
Old National Bancorp
Indiana
$3.7M -$17.6K -215 -0.5%
CIR
396
Clear Investment Research
Georgia
$3.69M +$6.55K +80 +0.2%
MIH
397
Meitav Investment House
Israel
$3.69M +$6.88K +84 +0.2%
AMG
398
Asset Management Group
Connecticut
$3.69M -$9.91K -121 -0.3%
Wealth Enhancement Advisory Services
399
Wealth Enhancement Advisory Services
Minnesota
$3.68M -$39.9M -486,440 -92%
AIM
400
Alhambra Investment Management
Florida
$3.65M +$356K +4,344 +11%

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.