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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
OCM
526
Orion Capital Management
California
$2.17M -$909K -11,095 -30%
FFN
527
Focus Financial Network
Minnesota
$2.16M -$106K -1,296 -5%
AF
528
Allworth Financial
California
$2.16M -$1.63M -19,848 -43%
EDRIA
529
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M +$65.3K +797 +3%
SWA
530
Sax Wealth Advisors
New Jersey
$2.15M -$6.55K -80 -0.3%
UA
531
Unison Advisors
District of Columbia
$2.15M +$50.1K +612 +2%
MHIC
532
Marble Harbor Investment Counsel
Massachusetts
$2.14M -$81.9K -1,000 -4%
CI
533
Conning Inc
Connecticut
$2.14M +$358K +4,371 +21%
AWM
534
Abound Wealth Management
Tennessee
$2.13M -$103K -1,255 -5%
WFA
535
Websterrogers Financial Advisors
South Carolina
$2.13M +$64.4K +786 +3%
WPC
536
Waters Parkerson & Co
Louisiana
$2.13M -$6.55K -80 -0.3%
RPCONE
537
Retirement Planning Company of New England
Rhode Island
$2.12M +$4.1K +50 +0.2%
BSB
538
Bangor Savings Bank
Maine
$2.11M -$12.8K -156 -0.6%
V
539
VeraBank
Texas
$2.1M +$1.48M +18,078 +257%
SFS
540
Sowell Financial Services
Arkansas
$2.09M -$645K -7,868 -24%
SC
541
Sepio Capital
Utah
$2.07M -$105K -1,280 -5%
TYCC
542
Texas Yale Capital Corp
Florida
$2.06M -$105K -1,283 -5%
BCM
543
BTC Capital Management
Iowa
$2.06M
DWA
544
Dougherty Wealth Advisers
Minnesota
$2.04M +$39.6K +483 +2%
WCM
545
Windham Capital Management
Massachusetts
$2.04M
EWA
546
Encompass Wealth Advisors
Oregon
$2.04M +$61.9K +756 +3%
CC
547
Callan Capital
California
$2.01M -$14.9K -182 -0.8%
SAS
548
Stelac Advisory Services
New York
$2.01M -$1.06M -12,952 -35%
IBOK
549
Independence Bank of Kentucky
Kentucky
$2M -$82.3K -1,005 -4%
First Trust Advisors
550
First Trust Advisors
Illinois
$1.99M -$10.9K -133 -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.