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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
FCAM
626
First Citizens Asset Management
North Carolina
$1.45M -$37.2K -451 -2%
FC
627
Family CFO
California
$1.45M +$62.6K +759 +4%
EWM
628
Evercore Wealth Management
New York
$1.45M +$967K +11,723 +159%
SWM
629
SeaCrest Wealth Management
New York
$1.44M +$224K +2,719 +17%
KFA
630
Kelleher Financial Advisors
New York
$1.44M
AFS
631
Annapolis Financial Services
Maryland
$1.44M +$118K +1,435 +8%
NDSI
632
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M -$94.7K -1,149 -6%
CBT
633
Central Bank & Trust
Kentucky
$1.43M +$61.3K +744 +4%
CA
634
Corrado Advisors
New Jersey
$1.43M +$14.3K +174 +0.9%
BC
635
Bartlett & Co
Ohio
$1.43M -$22.3K -270 -1%
BCWM
636
Bartlett & Co Wealth Management
Ohio
$1.42M -$22.3K -270 -1%
MWM
637
Moran Wealth Management
Florida
$1.42M -$2.93M -35,560 -65%
GWM
638
Geneos Wealth Management
Colorado
$1.42M +$49.6K +601 +3%
HI
639
Harbour Investments
Wisconsin
$1.41M +$31K +376 +2%
PAS
640
Park Avenue Securities
New York
$1.41M +$106K +1,289 +7%
GTAM
641
Global Trust Asset Management
Florida
$1.4M -$628K -7,621 -29%
BO
642
Bank OZK
Arkansas
$1.4M -$252K -3,061 -14%
SFS
643
Sowell Financial Services
Arkansas
$1.4M -$536K -6,501 -26%
BFA
644
Beaumont Financial Advisors
Massachusetts
$1.39M -$59.5K -721 -4%
WCM
645
Wealthcare Capital Management
Virginia
$1.39M +$124K +1,505 +9%
NFG
646
Nations Financial Group
Iowa
$1.39M -$395K -4,788 -21%
WS
647
Wedbush Securities
California
$1.39M -$34.2K -415 -2%
CBFP
648
Cedar Brook Financial Partners
Ohio
$1.39M -$148K -1,795 -9%
EWA
649
EP Wealth Advisors
California
$1.38M -$87.3K -1,059 -5%
ACA
650
Anchor Capital Advisors
Massachusetts
$1.37M -$49.6K -601 -3%

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.