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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
HWM
476
Hemington Wealth Management
Virginia
$2.66M -$503K -6,145 -16%
SWM
477
Sanctuary Wealth Management
Idaho
$2.64M +$2.59M +31,625 New
PWA
478
Physician Wealth Advisors
Utah
$2.6M +$93K +1,135 +4%
CWM
479
Cherrydale Wealth Management
New Jersey
$2.57M +$978K +11,932 +63%
MFG
480
Merit Financial Group
Georgia
$2.56M +$1.04M +12,634 +70%
WB
481
Webster Bank
Connecticut
$2.56M +$502K +6,129 +25%
WIA
482
World Investment Advisors
California
$2.54M -$352K -4,292 -12%
LFP
483
Leeward Financial Partners
Washington
$2.53M -$33.1K -404 -1%
CAL
484
Capital Advisors Ltd
Ohio
$2.53M -$380K -4,637 -13%
CI Investments Inc
485
CI Investments Inc
Ontario, Canada
$2.52M +$2.47M +30,208 New
AWA
486
Aquire Wealth Advisors
Utah
$2.51M -$125K -1,521 -5%
TCM
487
Traynor Capital Management
Pennsylvania
$2.5M -$198K -2,419 -7%
MA
488
Montag & Associates
Georgia
$2.5M
FNBOSM
489
First National Bank of South Miami
Florida
$2.49M +$295K +3,597 +14%
UI
490
Unconventional Investor
New Hampshire
$2.49M +$19.8K +242 +0.8%
RC
491
Roundview Capital
New Jersey
$2.48M +$18.8K +229 +0.8%
MW
492
Marcum Wealth
Ohio
$2.47M +$397K +4,841 +20%
ITB
493
Idaho Trust Bank
Idaho
$2.47M +$2.42M +29,532 New
FA
494
Fiduciary Alliance
South Carolina
$2.46M +$197K +2,405 +9%
CBC
495
Coombe, Bender & Co
New York
$2.45M +$42.1K +514 +2%
FA
496
FDx Advisors
Illinois
$2.44M -$185K -2,259 -7%
GLA
497
Great Lakes Advisors
Illinois
$2.42M +$37.3K +455 +2%
DWM
498
Destination Wealth Management
California
$2.42M +$251K +3,062 +12%
ZC
499
Zeit Capital
Colorado
$2.41M +$6.64K +81 +0.3%
QCG
500
Quadrant Capital Group
Ohio
$2.41M -$20.6K -252 -0.9%

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.