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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
AFA
776
American Financial Advisors
Georgia
$877K -$43.2K -524 -4%
ATC
777
Argent Trust Co
Tennessee
$876K -$13.2K -160 -1%
OAM
778
Oppenheimer Asset Management
New York
$873K +$4.37K +53 +0.5%
CFFNO
779
Common Fund For Nonprofit Organizations
Connecticut
$868K +$946K +11,478 New
PC
780
Prairiewood Capital
North Dakota
$866K -$85.9K -1,042 -8%
IP
781
Intellectus Partners
California
$865K +$332K +4,025 +55%
SFG
782
SNS Financial Group
Minnesota
$863K -$33.6K -407 -3%
MBT
783
Montecito Bank & Trust
California
$856K -$20.3K -246 -2%
SSW
784
Stone Summit Wealth
Florida
$853K +$29.4K +356 +3%
PFS
785
Prospera Financial Services
Texas
$852K -$160K -1,938 -15%
TC
786
Trust Company
Kansas
$848K +$53.3K +647 +6%
CFS
787
CRA Financial Services
New Jersey
$843K +$23.7K +287 +3%
FA
788
Fiducient Advisors
Illinois
$842K +$909K +11,026 New
ERWM
789
Elk River Wealth Management
Colorado
$841K -$17.4K -211 -2%
SSB
790
Sandy Spring Bank
Maryland
$840K -$198K -2,405 -18%
NP
791
NorthRock Partners
Minnesota
$840K -$28.9K -350 -3%
OCM
792
Orleans Capital Management
Louisiana
$840K -$35K -425 -4%
V
793
ViaWealth
Kansas
$838K +$171K +2,074 +23%
IA
794
IFP Advisors
Florida
$831K -$42.8K -519 -5%
AWP
795
Accretive Wealth Partners
New Jersey
$820K +$16.4K +199 +2%
CFMC
796
Curbstone Financial Management Corp
New Hampshire
$819K -$12.4K -150 -1%
BAAM
797
Baker Avenue Asset Management
California
$816K -$66.5K -806 -7%
AIP
798
Almanack Investment Partners
Pennsylvania
$812K
KA
799
Kovack Advisors
Florida
$811K -$10.9K -132 -1%
ECA
800
Elevated Capital Advisors
Utah
$811K -$52.6K -638 -6%

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.