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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
AAS
51
Avantax Advisory Services
Texas
$55.6M -$5.45M -66,100 -8%
Stifel Financial
52
Stifel Financial
Missouri
$55.5M +$3.26M +39,563 +6%
RFA
53
RTD Financial Advisors
Pennsylvania
$55.2M +$688K +8,340 +1%
CFG
54
Citizens Financial Group
Rhode Island
$47.5M +$478K +5,803 +0.9%
Cerity Partners
55
Cerity Partners
New York
$47.1M -$15M -182,393 -23%
LFA
56
LifeGuide Financial Advisors
Pennsylvania
$43.6M +$3.54M +42,934 +8%
EWM
57
Empirical Wealth Management
Washington
$42.3M +$2.84M +34,469 +7%
FCI
58
Financial Counselors Inc
Kansas
$41.6M +$45.3M +549,214 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$41.4M +$156K +1,895 +0.3%
LSAG
60
Lake Street Advisors Group
New Hampshire
$41.4M -$3.64M -44,105 -7%
PCM
61
Passive Capital Management
Maryland
$40.8M +$456K +5,530 +1%
PCH
62
PGIM Custom Harvest
New Jersey
$40.7M +$38.2M +463,002 +614%
Barclays
63
Barclays
United Kingdom
$39.9M +$3.83M +46,462 +10%
EA
64
Efficient Advisors
Ohio
$39.5M +$933K +11,319 +2%
FCAS
65
First Command Advisory Services
Texas
$39.1M +$42.6M +516,630 +12,915,750%
M&T Bank
66
M&T Bank
New York
$38.3M -$2.27M -27,489 -5%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$38.3M +$41.7M +505,920 New
Caisse de Depot et Placement du Quebec (CDPQ)
68
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36.3M +$39.6M +480,000 New
Millennium Management
69
Millennium Management
New York
$35.2M -$18.7M -227,079 -33%
CFM
70
Comprehensive Financial Management
California
$34.2M -$112K -1,357 -0.3%
SCM
71
SCS Capital Management
Massachusetts
$32.5M -$1.06M -12,847 -3%
FCBT
72
First Citizens Bank & Trust
North Carolina
$31.3M +$2.51M +30,398 +8%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$31.2M +$9.36M +113,466 +38%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$30.7M +$3.33M +40,373 +11%
Two Sigma Investments
75
Two Sigma Investments
New York
$30.5M +$16.7M +202,678 +101%

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.