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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
CHC
701
City Holding Co
West Virginia
$1.17M -$33K -400 -3%
FRA
702
Frank Rimerman Advisors
California
$1.17M +$1.15K +14 +0.1%
MA
703
MONECO Advisors
Connecticut
$1.15M +$3.71K +45 +0.3%
SFA
704
Sequoia Financial Advisors
Ohio
$1.15M -$2.56K -31 -0.2%
Bessemer Group
705
Bessemer Group
New Jersey
$1.15M -$493K -5,985 -28%
JIP
706
Jaffetilchin Investment Partners
Florida
$1.14M +$192K +2,323 +18%
NWM
707
Northwest Wealth Management
Iowa
$1.14M +$22.8K +276 +2%
WFA
708
West Financial Advisors
Iowa
$1.14M -$8.28M -100,359 -87%
PB
709
Pinnacle Bancorp
Nebraska
$1.14M -$95K -1,152 -7%
PRWA
710
Platte River Wealth Advisors
Colorado
$1.14M
FAIM
711
Financial Advocates Investment Management
Washington
$1.14M -$139K -1,689 -11%
SPA
712
Sentinel Pension Advisors
Massachusetts
$1.13M +$660 +8 +0.1%
FHB
713
First Hawaiian Bank
Hawaii
$1.13M -$24.2K -293 -2%
BFA
714
Bragg Financial Advisors
North Carolina
$1.13M -$7.92K -96 -0.6%
BCM
715
Barden Capital Management
Texas
$1.12M +$125K +1,511 +11%
CAL
716
Capital Advisors Ltd
Ohio
$1.12M -$1.28M -15,509 -51%
SIA
717
Sage Investment Advisers
New York
$1.12M -$742 -9 -0.1%
WJA
718
Willis Johnson & Associates
Texas
$1.12M -$79.9K -969 -6%
OCM
719
One Capital Management
California
$1.11M -$2.47K -30 -0.2%
JWA
720
JFS Wealth Advisors
Pennsylvania
$1.11M -$14.4K -175 -1%
SIS
721
Strategic Investment Solutions
Illinois
$1.1M +$1.09M +13,203 +6,287%
AIM
722
Anchor Investment Management
South Carolina
$1.1M +$77.7K +942 +7%
RCG
723
Regatta Capital Group
California
$1.1M -$7.34K -89 -0.6%
TCM
724
Telos Capital Management
California
$1.1M +$306K +3,706 +34%
CWC
725
Carolinas Wealth Consulting
North Carolina
$1.1M -$132K -1,605 -10%

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.