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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
NFP
651
NorthLanding Financial Partners
New York
$1.37M +$145K +1,758 +11%
AIM
652
Aspen Investment Management
Michigan
$1.37M -$2.56K -31 -0.2%
MRWM
653
ML&R Wealth Management
Texas
$1.37M +$145K +1,760 +11%
WA
654
Waverly Advisors
Alabama
$1.36M +$77.9K +945 +6%
WTB
655
Washington Trust Bank
Washington
$1.35M +$398K +4,827 +37%
RSWM
656
Robertson Stephens Wealth Management
California
$1.35M +$613K +7,429 +72%
SQA
657
Simon Quick Advisors
New Jersey
$1.35M -$81.4K -987 -5%
BFO
658
Boston Family Office
Massachusetts
$1.34M +$179K +2,166 +14%
NL
659
NWAM LLC
Washington
$1.34M -$7.5M -90,947 -84%
MNG
660
Manning & Napier Group
New York
$1.34M
IWM
661
IHT Wealth Management
Illinois
$1.33M -$175K -2,124 -11%
GCA
662
Gradient Capital Advisors
California
$1.33M -$6.27K -76 -0.4%
CAM
663
Covenant Asset Management
New Jersey
$1.32M -$26.7K -324 -2%
PCG
664
Prosperity Consulting Group
Maryland
$1.32M -$207K -2,511 -13%
AC
665
Abbrea Capital
California
$1.32M -$54.4K -660 -4%
BJL
666
Brighton Jones LLC
Washington
$1.31M +$135K +1,639 +10%
CIC
667
Cutler Investment Counsel
Oregon
$1.31M +$25.8K +313 +2%
MPCG
668
Matrix Private Capital Group
New York
$1.31M -$6.6K -80 -0.5%
CIC
669
Carnegie Investment Counsel
Ohio
$1.3M +$112K +1,357 +9%
CAAS
670
Capital Asset Advisory Services
Michigan
$1.3M -$212K -2,577 -13%
HHRDM
671
H&H Retirement Design & Management
Nevada
$1.3M +$18.9K +229 +1%
KFP
672
KMG Fiduciary Partners
Ohio
$1.3M -$37.8K -458 -3%
FNT
673
First Nebraska Trust
Nebraska
$1.29M +$6.51K +79 +0.5%
APG
674
Abacus Planning Group
South Carolina
$1.29M -$98.5K -1,194 -7%
AWM
675
Axxcess Wealth Management
California
$1.29M +$1.4M +17,038 New

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.