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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
BFM
426
Broadview Financial Management
Wisconsin
$3.27M -$25.6K -312 -0.8%
FFBTD
427
First Financial Bank - Trust Division
Ohio
$3.22M -$78.2K -955 -2%
SYBT
428
Stock Yards Bank & Trust
Kentucky
$3.2M -$151K -1,847 -5%
VCA
429
Verdence Capital Advisors
Maryland
$3.2M -$94.1K -1,149 -3%
KPWS
430
Kestra Private Wealth Services
Texas
$3.17M +$302K +3,687 +11%
PFA
431
Pettinga Financial Advisors
Indiana
$3.15M -$312K -3,811 -9%
ZCM
432
Ziegler Capital Management
Illinois
$3.15M
Jane Street
433
Jane Street
New York
$3.14M -$2.73M -33,287 -47%
PFG
434
Pinnacle Financial Group
Illinois
$3.14M -$19.7K -241 -0.6%
TPCW
435
TD Private Client Wealth
New York
$3.14M -$333K -4,067 -10%
GC
436
Gratus Capital
Georgia
$3.1M +$3.04M +37,074 New
ST
437
Sabal Trust
Florida
$3.1M +$317K +3,873 +12%
SFP
438
Shepherd Financial Partners
Massachusetts
$3.08M -$33.2K -405 -1%
SPC
439
Sigma Planning Corp
Michigan
$3.08M +$20.5K +250 +0.7%
AIM
440
Acropolis Investment Management
Missouri
$3.08M -$448K -5,465 -13%
MWM
441
Madison Wealth Management
Ohio
$3.06M +$47.9K +585 +2%
BDF
442
Black Diamond Financial
Maryland
$3.05M -$78.2K -954 -3%
KeyBank National Association
443
KeyBank National Association
Ohio
$3.04M -$330K -4,028 -10%
MG
444
Mather Group
Illinois
$3.01M -$433K -5,290 -13%
BC
445
Brio Consultants
California
$3.01M -$888K -10,845 -23%
FFA
446
First Foundation Advisors
California
$3M -$426K -5,195 -13%
SC
447
Savant Capital
Illinois
$2.99M +$113K +1,375 +4%
Betterment LLC
448
Betterment LLC
New York
$2.98M +$173K +2,107 +6%
PFM
449
Peak Financial Management
Massachusetts
$2.97M -$770K -9,396 -21%
FHA
450
Flagship Harbor Advisors
Massachusetts
$2.97M -$145K -1,765 -5%

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.