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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
GCA
651
Gradient Capital Advisors
California
$1.47M -$8.77K -107 -0.6%
AFS
652
Annapolis Financial Services
Maryland
$1.47M -$255K -3,116 -15%
HHRDM
653
H&H Retirement Design & Management
Nevada
$1.46M -$32.4K -396 -2%
NAS
654
Nicolet Advisory Services
Wisconsin
$1.46M -$63.2K -772 -4%
MNG
655
Manning & Napier Group
New York
$1.46M
MPCG
656
Matrix Private Capital Group
New York
$1.45M -$22.5K -275 -2%
CFO
657
Callan Family Office
Pennsylvania
$1.45M +$50.4K +615 +4%
PAS
658
Park Avenue Securities
New York
$1.45M -$321K -3,922 -18%
WC
659
Westwind Capital
New Mexico
$1.44M +$73K +891 +5%
CIC
660
Cutler Investment Counsel
Oregon
$1.43M +$20.9K +255 +2%
FFA
661
Fi3 Financial Advisors
Indiana
$1.43M -$16.7K -204 -1%
WA
662
Waverly Advisors
Alabama
$1.42M +$1.13M +13,809 +426%
FNT
663
First Nebraska Trust
Nebraska
$1.42M +$20.2K +247 +1%
IAG
664
Investment Advisory Group
Massachusetts
$1.42M +$328K +4,000 +31%
PWMG
665
Pinnacle Wealth Management Group
Michigan
$1.41M -$20.2K -246 -1%
WCM
666
Wealthcare Capital Management
Virginia
$1.41M +$148K +1,804 +12%
CWA
667
CJM Wealth Advisers
Virginia
$1.41M -$233K -2,847 -14%
CWC
668
Carolinas Wealth Consulting
North Carolina
$1.41M +$18.1K +221 +1%
SFG
669
Steward Financial Group
Texas
$1.4M +$1.37M +16,753 New
CA
670
Crewe Advisors
Utah
$1.38M -$252K -3,074 -16%
Invesco
671
Invesco
Georgia
$1.38M +$99.6K +1,216 +8%
PG
672
Prostatis Group
Maryland
$1.37M +$6.25M +76,232 +511%
NFP
673
NorthLanding Financial Partners
New York
$1.37M -$880K -10,745 -40%
NB
674
NBT Bank
New York
$1.37M -$16.1K -197 -1%
SWM
675
SeaCrest Wealth Management
New York
$1.37M -$28.5K -348 -2%

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.