We are live on ! Find out more
VNQ icon

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
WB
676
WesBanco Bank
West Virginia
$1.29M -$861K -10,444 -38%
IA
677
IFG Advisory
Georgia
$1.29M -$61.6K -747 -4%
FFA
678
Fi3 Financial Advisors
Indiana
$1.28M -$7.59K -92 -0.5%
IAG
679
Investment Advisory Group
Massachusetts
$1.28M +$247 +3 +0%
CA
680
Crewe Advisors
Utah
$1.28M +$32.1K +389 +2%
HCM
681
Hollencrest Capital Management
California
$1.27M +$85.3K +1,034 +7%
PHAM
682
Palisades Hudson Asset Management
Florida
$1.27M -$384K -4,660 -22%
OCM
683
Orion Capital Management
California
$1.26M -$764K -9,266 -36%
CT
684
Coastline Trust
Rhode Island
$1.26M -$158K -1,918 -10%
CG
685
Clifford Group
Massachusetts
$1.25M +$65.5K +794 +5%
FVWA
686
Foster Victor Wealth Advisors
South Carolina
$1.25M -$177K -2,149 -11%
Invesco
687
Invesco
Georgia
$1.24M -$6.6K -80 -0.5%
RPC
688
Rossmore Private Capital
Connecticut
$1.23M -$2.52M -30,572 -65%
KOMWMG
689
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$30.3K +367 +2%
NB
690
NBT Bank
New York
$1.23M -$8.99K -109 -0.7%
TAM
691
Tocqueville Asset Management
New York
$1.22M -$119K -1,445 -8%
OFG
692
Oxford Financial Group
Indiana
$1.22M
LWM
693
Laidlaw Wealth Management
New York
$1.21M -$21.9K -266 -2%
LIM
694
Leavell Investment Management
Alabama
$1.2M
NAS
695
Nicolet Advisory Services
Wisconsin
$1.19M -$94.2K -1,143 -7%
MAM
696
Mystic Asset Management
Rhode Island
$1.19M -$32.6K -395 -2%
TT
697
TI-Trust
Illinois
$1.19M -$3.13K -38 -0.2%
CWA
698
CJM Wealth Advisers
Virginia
$1.19M -$97.8K -1,186 -7%
CAMG
699
CWA Asset Management Group
Florida
$1.18M
WT
700
Washington Trust
Rhode Island
$1.17M -$37.6K -456 -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.