We are live on ! Find out more
VNQ icon

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
SFPM
451
Sensible Financial Planning & Management
Massachusetts
$2.96M -$27.4K -334 -0.9%
RPWA
452
Regent Peak Wealth Advisors
Georgia
$2.93M -$107K -1,301 -4%
BWA
453
BlueSky Wealth Advisors
North Carolina
$2.93M -$97.8K -1,194 -3%
TWM
454
Tradition Wealth Management
Minnesota
$2.92M -$9.09K -111 -0.3%
FFA
455
Farther Finance Advisors
California
$2.92M +$1.12M +13,671 +64%
FA
456
Flagstar Advisors
New York
$2.92M -$807K -9,846 -22%
BCMIO
457
Beacon Capital Management Inc (Ohio)
Ohio
$2.9M +$145K +1,769 +5%
SFP
458
Sterling Financial Planning
New Jersey
$2.89M +$35.1K +428 +1%
DFC
459
DBK Financial Counsel
Ohio
$2.88M -$2.87K -35 -0.1%
AL
460
Aspiriant LLC
California
$2.88M -$167K -2,037 -6%
FLI
461
Family Legacy Inc
South Carolina
$2.86M +$92.4K +1,128 +3%
IAN
462
Integrated Advisors Network
Texas
$2.85M -$125K -1,524 -4%
AA
463
Axiom Advisory
California
$2.84M +$68.2K +832 +3%
MWA
464
Monograph Wealth Advisors
California
$2.81M +$165K +2,010 +6%
DC
465
Davenport & Co
Virginia
$2.8M -$316K -3,862 -10%
NWM
466
Northcape Wealth Management
New York
$2.78M -$75.9K -927 -3%
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.76M +$813K +9,923 +44%
AFG
468
ABLE Financial Group
Arizona
$2.76M +$885K +10,807 +49%
AP
469
Adero Partners
California
$2.75M -$116K -1,410 -4%
LCM
470
Liberty Capital Management
Michigan
$2.75M +$87.8K +1,072 +3%
EMPI
471
Elo Mutual Pension Insurance
Finland
$2.74M
Kayne Anderson Rudnick Investment Management
472
Kayne Anderson Rudnick Investment Management
California
$2.71M +$23.8K +290 +0.9%
WLIM
473
White Lighthouse Investment Management
Massachusetts
$2.69M -$160K -1,948 -6%
CG
474
Colony Group
Massachusetts
$2.67M -$1.76M -21,429 -40%
MPW
475
Monterey Private Wealth
California
$2.66M -$15.2K -186 -0.6%

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.