We are live on ! Find out more
VNQ icon

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
VCA
426
Verdence Capital Advisors
Maryland
$3M +$113K +1,371 +4%
Betterment LLC
427
Betterment LLC
New York
$2.96M +$276K +3,352 +9%
UI
428
Unconventional Investor
New Hampshire
$2.95M +$758K +9,196 +31%
PMA
429
Prudent Man Advisors
Illinois
$2.93M -$209K -2,532 -6%
KPWS
430
Kestra Private Wealth Services
Texas
$2.92M +$56.3K +683 +2%
SKK
431
Shepherd Kaplan Krochuk
Massachusetts
$2.92M -$164K -1,993 -5%
SFP
432
Shepherd Financial Partners
Massachusetts
$2.9M +$124K +1,506 +4%
ST
433
Sabal Trust
Florida
$2.9M +$108K +1,306 +4%
BFM
434
Broadview Financial Management
Wisconsin
$2.89M -$75.7K -918 -2%
MWM
435
Madison Wealth Management
Ohio
$2.87M +$108K +1,307 +4%
FFA
436
First Foundation Advisors
California
$2.86M +$151K +1,826 +5%
ZCM
437
Ziegler Capital Management
Illinois
$2.85M
TPCW
438
TD Private Client Wealth
New York
$2.83M -$11.2K -136 -0.4%
WA
439
WBH Advisory
Maryland
$2.82M -$256K -3,105 -8%
LFS
440
Lutz Financial Services
Nebraska
$2.82M -$466K -5,648 -13%
IW
441
Instrumental Wealth
Florida
$2.81M -$313K -3,798 -9%
EFG
442
Everhart Financial Group
Ohio
$2.81M -$400K -4,854 -12%
BDF
443
Black Diamond Financial
Maryland
$2.79M +$33.1K +401 +1%
FHA
444
Flagship Harbor Advisors
Massachusetts
$2.78M +$101K +1,220 +3%
SC
445
Savant Capital
Illinois
$2.77M +$65.9K +799 +2%
HFRG
446
Houlihan Financial Resource Group
Virginia
$2.76M +$3.07M +37,200 New
Mackenzie Financial
447
Mackenzie Financial
Ontario, Canada
$2.76M -$5.99M -72,610 -66%
AFG
448
ABLE Financial Group
Arizona
$2.76M +$290K +3,515 +11%
SPC
449
Sigma Planning Corp
Michigan
$2.76M -$29.4K -356 -1%
FFBTD
450
First Financial Bank - Trust Division
Ohio
$2.73M -$204K -2,472 -6%

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.