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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
SC
576
Slow Capital
California
$1.79M -$58.8K -718 -3%
Vanguard Group
577
Vanguard Group
Pennsylvania
$1.79M +$10.5K +128 +0.6%
FNFDCM
578
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.78M +$492 +6 +0%
SB
579
Simmons Bank
Arkansas
$1.78M +$48.4K +591 +3%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$167K -2,038 -9%
Bessemer Group
581
Bessemer Group
New Jersey
$1.77M -$628K -7,670 -27%
SWM
582
Soundmark Wealth Management
Washington
$1.77M +$43.4K +530 +3%
PWM
583
Penobscot Wealth Management
Maine
$1.76M +$5.24K +64 +0.3%
RCI
584
RS Crum Inc
California
$1.76M +$336K +4,100 +24%
FG
585
Foster Group
Iowa
$1.76M +$24.2K +295 +1%
NIM
586
Northeast Investment Management
Massachusetts
$1.75M -$550K -6,710 -24%
AWE
587
Avidian Wealth Enterprises
Texas
$1.74M -$177K -2,165 -9%
IP
588
Investment Partners
Ohio
$1.73M
FTWA
589
Fifth Third Wealth Advisors
Ohio
$1.71M +$1.68M +20,505 New
FMN
590
Financial Management Network
California
$1.69M +$315K +3,842 +24%
CBFP
591
Cedar Brook Financial Partners
Ohio
$1.68M +$12.6K +154 +0.8%
NDSI
592
Newman Dignan & Sheerar Inc
Rhode Island
$1.68M -$23.3K -284 -1%
CAAS
593
Capital Asset Advisory Services
Michigan
$1.68M -$130K -1,588 -8%
TCA
594
Troluce Capital Advisors
Puerto Rico
$1.67M +$1.64M +20,000 New
PCG
595
Prosperity Consulting Group
Maryland
$1.67M -$140K -1,712 -8%
SIC
596
SJS Investment Consulting
Ohio
$1.66M +$221K +2,699 +16%
PRA
597
Pine Ridge Advisers
New York
$1.66M +$295K +3,595 +22%
MMPW
598
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$40.9K +499 +3%
IAS
599
Insigneo Advisory Services
Florida
$1.66M +$1.15M +14,007 +249%
SAG
600
SageView Advisory Group
California
$1.65M +$52.8K +645 +3%

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.