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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
GS
401
GTS Securities
New York
$3.24M +$3.54M +42,884 New
UBG
402
United Bank (Georgia)
Georgia
$3.23M -$475K -5,760 -12%
GBT
403
Grove Bank & Trust
Florida
$3.23M -$203K -2,459 -5%
ACP
404
Aveo Capital Partners
Colorado
$3.21M +$231K +2,798 +7%
EW
405
Evoke Wealth
California
$3.21M -$59K -715 -2%
LFGO
406
Legacy Financial Group (Oklahoma)
Oklahoma
$3.2M +$166K +2,012 +5%
FAN
407
Financial Advisors Network
California
$3.18M +$3.47M +42,082 New
TFA
408
Tranquilli Financial Advisor
New Jersey
$3.18M +$3.47M +42,074 New
RFC
409
Regions Financial Corp
Alabama
$3.18M -$1.18M -14,356 -25%
NYLIM
410
New York Life Investment Management
New York
$3.17M -$2.41M -29,169 -41%
PA
411
Pinnacle Associates
New York
$3.15M -$7.83K -95 -0.2%
WIM
412
Warwick Investment Management
Texas
$3.14M +$52.3K +634 +2%
FFA
413
Farther Finance Advisors
California
$3.13M +$526K +6,376 +18%
FPB
414
First PREMIER Bank
South Dakota
$3.1M -$134K -1,630 -4%
ONB
415
Old National Bancorp
Indiana
$3.09M -$281K -3,411 -8%
JFG
416
JDM Financial Group
Texas
$3.07M -$1.81K -22 -0.1%
GFWA
417
Grey Fox Wealth Advisors
Delaware
$3.07M +$5.2K +63 +0.2%
IAN
418
Integrated Advisors Network
Texas
$3.07M +$527K +6,386 +19%
TI
419
Trexquant Investment
Connecticut
$3.06M +$3.33M +40,404 New
DPI
420
Diversified Portfolios Inc
Michigan
$3.05M -$186K -2,252 -5%
DBT
421
Dubuque Bank & Trust
Iowa
$3.04M +$3.05M +36,986 +1,178%
CPRC
422
Consolidated Portfolio Review Corp
New York
$3.03M +$25K +303 +0.8%
LFWA
423
LBJ Family Wealth Advisors
Texas
$3.03M +$24.7K +300 +0.8%
GRP
424
Global Retirement Partners
California
$3.02M -$123K -1,486 -3%
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$3M +$598K +7,257 +22%

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.