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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
Corient Private Wealth
26
Corient Private Wealth
Florida
$116M -$818K -9,920 -0.6%
UCFA
27
United Capital Financial Advisors
Texas
$113M -$30.2M -366,817 -20%
KC
28
Kepos Capital
New York
$108M +$117M +1,424,300 New
LPL Financial
29
LPL Financial
California
$107M -$1.4M -16,944 -1%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M -$52.1M -631,801 -31%
PFA
31
Pure Financial Advisors
California
$99.4M +$8.47M +102,724 +8%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$90.8M
Charles Schwab
33
Charles Schwab
California
$89.4M +$85.9M +1,042,263 +748%
GC
34
Gibson Capital
Pennsylvania
$88.9M +$4.53M +54,884 +5%
VCP
35
Vista Capital Partners
Oregon
$83.3M +$883K +10,713 +1%
CCA
36
Catalyst Capital Advisors
New York
$83.2M -$91.8M -1,112,937 -50%
MRC
37
Millburn Ridgefield Corp
New York
$83.2M -$91.8M -1,112,937 -50%
HighTower Advisors
38
HighTower Advisors
Illinois
$79.2M +$4.15M +50,288 +5%
BP
39
Ballentine Partners
Massachusetts
$73.4M -$4.77M -57,871 -6%
SHGA
40
Sand Hill Global Advisors
California
$67.6M +$3.61M +43,783 +5%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$60.3M -$1.6M -19,353 -2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$59.9M -$11M -133,359 -14%
R
43
Rebalance
California
$59.7M +$1.59M +19,342 +3%
Ameriprise
44
Ameriprise
Minnesota
$59M -$2.42M -29,383 -4%
MGIA
45
Moneta Group Investment Advisors
Missouri
$58M -$1.55M -18,765 -2%
SLI
46
Sumitomo Life Insurance
Japan
$57.7M +$29.8M +361,097 +90%
SPIO
47
Seven Post Investment Office
California
$57.6M +$703K +8,528 +1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$56.3M +$1.63M +19,768 +3%
AssetMark Inc
49
AssetMark Inc
California
$56M +$1.06M +12,906 +2%
CAN
50
Cetera Advisor Networks
California
$55.9M +$40.5M +490,690 +198%

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.