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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
WCA
376
Waypoint Capital Advisors
Minnesota
$3.75M +$249K +3,019 +6%
KF
377
Krilogy Financial
Missouri
$3.74M -$54.1K -656 -1%
Qube Research & Technologies (QRT)
378
Qube Research & Technologies (QRT)
United Kingdom
$3.72M +$3.35M +40,656 +475%
CCM
379
Colorado Capital Management
Colorado
$3.7M -$86.4K -1,048 -2%
BHWM
380
Beaird Harris Wealth Management
Texas
$3.7M -$17.8K -216 -0.4%
CAC
381
Certified Advisory Corp
Florida
$3.64M +$504K +6,110 +13%
LL
382
LPWM LLC
Minnesota
$3.63M +$89.8K +1,089 +2%
ASN
383
Advisory Services Network
Georgia
$3.62M -$104K -1,266 -3%
CWM
384
CMH Wealth Management
New Hampshire
$3.6M +$105K +1,268 +3%
TWP
385
TFO Wealth Partners
Ohio
$3.59M
EGWAG
386
Elwood & Goetz Wealth Advisory Group
Georgia
$3.52M +$1.57M +19,034 +69%
CIR
387
Clear Investment Research
Georgia
$3.5M +$171K +2,070 +5%
LNWTC
388
Laird Norton Wetherby Trust Company
Washington
$3.48M -$1.27M -15,349 -25%
SAM
389
SignalPoint Asset Management
Missouri
$3.44M -$143K -1,734 -4%
CWM
390
Cherrydale Wealth Management
New Jersey
$3.44M +$1.21M +14,656 +48%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$3.41M -$533K -6,460 -13%
MPM
392
MBB Public Markets
Illinois
$3.4M
AMG
393
Asset Management Group
Connecticut
$3.39M +$57.7K +700 +2%
RTC
394
Riverview Trust Company
Washington
$3.39M
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$3.35M +$109K +1,318 +3%
PW
396
Peninsula Wealth
California
$3.34M +$55.7K +675 +1%
SWA
397
Stratos Wealth Advisors
Ohio
$3.33M -$1.81M -22,001 -33%
CFGS
398
Concourse Financial Group Securities
Alabama
$3.3M +$288K +3,489 +9%
SLT
399
St Louis Trust
Missouri
$3.26M
BFM
400
Boothbay Fund Management
New York
$3.25M +$1.18M +14,330 +50%

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.