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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
MRWM
676
ML&R Wealth Management
Texas
$1.36M +$11.2K +137 +0.8%
LWM
677
Laidlaw Wealth Management
New York
$1.36M +$87.4K +1,067 +7%
PB
678
Pinnacle Bancorp
Nebraska
$1.35M +$46.9K +573 +4%
OFG
679
Oxford Financial Group
Indiana
$1.35M -$159K -1,942 -11%
IPW
680
Impact Partnership Wealth
Georgia
$1.35M +$1.32M +16,159 New
MAM
681
Mystic Asset Management
Rhode Island
$1.35M -$2.05K -25 -0.2%
WPWM
682
Windward Private Wealth Management
Kansas
$1.35M +$28.1K +343 +2%
GA
683
Greytown Advisors
Florida
$1.33M +$331K +4,046 +34%
WT
684
Washington Trust
Rhode Island
$1.33M -$130K -1,590 -9%
KOMWMG
685
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.33M +$38.4K +469 +3%
CIC
686
Carnegie Investment Counsel
Ohio
$1.33M -$165K -2,008 -11%
LIM
687
Leavell Investment Management
Alabama
$1.32M -$38.1K -465 -3%
CHC
688
City Holding Co
West Virginia
$1.32M -$4.1K -50 -0.3%
TT
689
TI-Trust
Illinois
$1.32M +$2.05K +25 +0.2%
HCM
690
Hollencrest Capital Management
California
$1.31M +$63.6K +776 +5%
BJL
691
Brighton Jones LLC
Washington
$1.31M +$66.4K +811 +5%
CG
692
Clifford Group
Massachusetts
$1.31M -$209K -2,554 -14%
WJA
693
Willis Johnson & Associates
Texas
$1.31M +$110K +1,343 +9%
BFPW
694
BOK Financial Private Wealth
Colorado
$1.31M -$264K -3,228 -17%
CAMG
695
CWA Asset Management Group
Florida
$1.31M
S
696
SimplyRich
California
$1.3M -$309K -3,767 -19%
BFO
697
Boston Family Office
Massachusetts
$1.3M +$94.5K +1,153 +8%
FRA
698
Frank Rimerman Advisors
California
$1.29M +$146K +1,784 +13%
OBWG
699
Onyx Bridge Wealth Group
New York
$1.29M +$1.26M +15,400 New
SFA
700
Sequoia Financial Advisors
Ohio
$1.28M +$588K +7,183 +90%

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.