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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
IFG
576
Independent Financial Group
California
$1.66M -$130K -1,574 -7%
SFO
577
Stokes Family Office
Louisiana
$1.65M +$182K +2,205 +11%
CA
578
Continuum Advisory
Idaho
$1.64M -$15K -182 -0.8%
NIM
579
Northeast Investment Management
Massachusetts
$1.64M +$58.9K +714 +3%
KP
580
Keel Point
Alabama
$1.64M +$196K +2,378 +12%
PRA
581
Pine Ridge Advisers
New York
$1.64M +$148K +1,795 +9%
TCMP
582
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.63M +$204K +2,478 +13%
Vanguard Group
583
Vanguard Group
Pennsylvania
$1.63M +$14K +170 +0.8%
SG
584
Sharper & Granite
California
$1.62M -$81.1K -983 -4%
FNFDCM
585
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.62M -$330 -4 -0%
IBOK
586
Independence Bank of Kentucky
Kentucky
$1.61M -$218K -2,640 -11%
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$1.61M +$4.95K +60 +0.3%
PWM
588
Penobscot Wealth Management
Maine
$1.61M +$8K +97 +0.5%
WA
589
Waterford Advisors
New York
$1.6M -$108K -1,306 -6%
HTC
590
Haverford Trust Company
Pennsylvania
$1.6M +$251K +3,048 +17%
SWM
591
Soundmark Wealth Management
Washington
$1.6M -$4.54K -55 -0.3%
VF
592
Virtu Financial
New York
$1.59M +$147K +1,780 +9%
NCM
593
Narwhal Capital Management
Georgia
$1.59M +$1.06M +12,881 +158%
BF
594
Brooklyn FI
New York
$1.59M +$1.73M +20,974 New
HH
595
Hilltop Holdings
Texas
$1.59M +$681K +8,260 +65%
SB
596
Simmons Bank
Arkansas
$1.58M -$39.2K -475 -2%
WC
597
Westwind Capital
New Mexico
$1.58M +$300K +3,642 +21%
FFWM
598
Future Financial Wealth Management
Ohio
$1.57M +$1.39M +16,895 +435%
IP
599
Investment Partners
Ohio
$1.57M +$247 +3 +0%
MOS
600
MGO One Seven
Ohio
$1.56M +$713K +8,645 +72%

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.