We are live on ! Find out more
VNQ icon

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
TDWM
776
Topel & Distasi Wealth Management
California
$977K +$3.44K +42 +0.4%
DWT
777
Dorsey & Whitney Trust
South Dakota
$976K
IFWM
778
Institute for Wealth Management
Colorado
$972K -$188K -2,292 -16%
BAAM
779
Baker Avenue Asset Management
California
$968K -$117K -1,424 -11%
MBT
780
Montecito Bank & Trust
California
$966K -$18.7K -228 -2%
PF
781
Parker Financial
Washington
$963K +$655 +8 +0.1%
OCM
782
Orleans Capital Management
Louisiana
$963K -$71.3K -870 -7%
IA
783
IFP Advisors
Florida
$961K -$152K -1,850 -14%
OAM
784
Oppenheimer Asset Management
New York
$960K -$5.82K -71 -0.6%
NP
785
NorthRock Partners
Minnesota
$957K -$34.1K -416 -4%
BFG
786
Bleakley Financial Group
New Jersey
$952K +$21.4K +261 +2%
ECA
787
Elevated Capital Advisors
Utah
$949K -$43.6K -532 -4%
ERWM
788
Elk River Wealth Management
Colorado
$948K -$56K -683 -6%
CFO
789
CVA Family Office
Colorado
$948K -$57.8K -705 -6%
EIP
790
Ellis Investment Partners
Pennsylvania
$947K
CSIC
791
Clifford Swan Investment Counsel
California
$945K -$162K -1,982 -15%
NPP
792
New Potomac Partners
Maryland
$929K -$198K -2,415 -18%
AAS
793
Ameritas Advisory Services
Nebraska
$928K -$1.75M -21,345 -66%
WCM
794
Wavelength Capital Management
Connecticut
$926K +$287K +3,500 +46%
MFA
795
Mayflower Financial Advisors
Massachusetts
$921K -$8.93K -109 -1%
CFMC
796
Curbstone Financial Management Corp
New Hampshire
$917K -$115K -1,400 -11%
SSW
797
Stone Summit Wealth
Florida
$912K +$88.5K +1,080 +11%
AAS
798
Annex Advisory Services
Wisconsin
$910K -$10.7K -131 -1%
CFS
799
CRA Financial Services
New Jersey
$908K -$14.3K -174 -2%
GWCM
800
Godshalk Welsh Capital Management
Pennsylvania
$907K -$8.19K -100 -0.9%

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.