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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
EW
401
Evoke Wealth
California
$3.61M -$1.55M -18,940 -31%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$3.59M -$132K -1,606 -4%
TWP
403
TFO Wealth Partners
Ohio
$3.59M -$7.13K -87 -0.2%
LFS
404
Lutz Financial Services
Nebraska
$3.59M -$147K -1,796 -4%
SLT
405
St Louis Trust
Missouri
$3.58M
FPB
406
First PREMIER Bank
South Dakota
$3.56M -$62.7K -765 -2%
DPI
407
Diversified Portfolios Inc
Michigan
$3.55M +$116K +1,415 +3%
GRP
408
Global Retirement Partners
California
$3.55M -$59.7K -729 -2%
EFG
409
Everhart Financial Group
Ohio
$3.5M +$320K +3,908 +10%
PA
410
Pinnacle Associates
New York
$3.49M -$22.6K -276 -0.7%
IW
411
Instrumental Wealth
Florida
$3.49M +$58K +708 +2%
PMA
412
Prudent Man Advisors
Illinois
$3.45M +$44.5K +543 +1%
ACA
413
Affinity Capital Advisors
California
$3.44M -$1.83M -22,294 -35%
WIM
414
Warwick Investment Management
Texas
$3.42M +$62.3K +760 +2%
AWA
415
Aletheian Wealth Advisors
Washington
$3.4M +$168K +2,051 +5%
JFG
416
JDM Financial Group
Texas
$3.39M +$88.6K +1,082 +3%
SKK
417
Shepherd Kaplan Krochuk
Massachusetts
$3.39M +$154K +1,877 +5%
GFWA
418
Grey Fox Wealth Advisors
Delaware
$3.39M +$629K +7,673 +24%
WA
419
WBH Advisory
Maryland
$3.38M -$333K -4,068 -9%
LFGO
420
Legacy Financial Group (Oklahoma)
Oklahoma
$3.37M +$99K +1,209 +3%
EH
421
Equitable Holdings
New York
$3.37M +$1.05M +12,774 +46%
CFGS
422
Concourse Financial Group Securities
Alabama
$3.35M +$27K +329 +0.8%
CPRC
423
Consolidated Portfolio Review Corp
New York
$3.32M +$143K +1,740 +5%
LFWA
424
LBJ Family Wealth Advisors
Texas
$3.32M
ACP
425
Aveo Capital Partners
Colorado
$3.31M +$1.03M +12,620 +47%

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.