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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
MMPW
601
Mitchell McLeod Pugh & Williams
Alabama
$1.55M +$54.5K +661 +3%
PWMG
602
Pioneer Wealth Management Group
Texas
$1.54M -$101K -1,226 -6%
CWA
603
Consilium Wealth Advisory
Texas
$1.54M +$66K +800 +4%
FG
604
Foster Group
Iowa
$1.53M -$63.5K -770 -4%
HWM
605
HB Wealth Management
Georgia
$1.53M -$182K -2,206 -10%
SB
606
Strategic Blueprint
Georgia
$1.53M +$42.8K +519 +3%
SC
607
Slow Capital
California
$1.53M -$95.6K -1,159 -5%
SIS
608
Sound Income Strategies
Florida
$1.53M +$89.5K +1,085 +6%
NSB
609
Norway Savings Bank
Maine
$1.53M -$114K -1,384 -6%
MIA
610
MainStreet Investment Advisors
Illinois
$1.52M -$659K -7,990 -29%
FMN
611
Financial Management Network
California
$1.52M +$48.4K +587 +3%
CB
612
Centennial Bank
Arkansas
$1.51M +$83.9K +1,017 +5%
HCMT
613
Highland Capital Management (Tennessee)
Tennessee
$1.49M +$41.4K +502 +3%
DF
614
Dunhill Financial
United Kingdom
$1.49M -$64.2K -779 -4%
AWE
615
Avidian Wealth Enterprises
Texas
$1.48M -$104K -1,261 -6%
MFWP
616
Mosaic Family Wealth Partners
Missouri
$1.48M +$162K +1,969 +11%
IPW
617
Intergy Private Wealth
Colorado
$1.48M +$38.1K +462 +2%
IFS
618
Ifrah Financial Services
Arkansas
$1.48M -$5.69K -69 -0.4%
SCM
619
SOL Capital Management
Maryland
$1.48M -$601K -7,293 -27%
TWA
620
TCI Wealth Advisors
Arizona
$1.47M -$6.02K -73 -0.4%
1IA
621
1834 Investment Advisors
Wisconsin
$1.47M
TPWA
622
TRUE Private Wealth Advisors
Oregon
$1.47M +$841K +10,198 +111%
SAG
623
SageView Advisory Group
California
$1.46M -$41.1K -498 -3%
ACM
624
Armbruster Capital Management
New York
$1.45M -$26K -315 -2%
WCFA
625
Walkner Condon Financial Advisors
Wisconsin
$1.45M +$79.1K +959 +5%

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.