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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
KA
801
Kovack Advisors
Florida
$907K +$21K +256 +2%
TCM
802
Telos Capital Management
California
$903K -$68.5K -836 -7%
SCA
803
Snowden Capital Advisors
New York
$903K -$60.7K -741 -6%
CA
804
Calton & Associates
Florida
$903K +$115K +1,402 +15%
WPW
805
Watershed Private Wealth
Illinois
$901K -$375K -4,583 -30%
MWA
806
Martel Wealth Advisors
Washington
$900K +$39K +476 +5%
VVP
807
Venture Visionary Partners
Ohio
$899K -$156K -1,901 -15%
AIP
808
Almanack Investment Partners
Pennsylvania
$897K +$901 +11 +0.1%
AWP
809
Accretive Wealth Partners
New Jersey
$889K +$35.3K +431 +4%
AWM
810
Apollon Wealth Management
South Carolina
$886K +$36.8K +449 +4%
TC
811
Trust Company
Kansas
$882K -$13.4K -163 -2%
BFG
812
Bouchey Financial Group
New York
$877K +$83.1K +1,014 +11%
FPTW
813
Franklin, Parlapiano, Turner & Welch
Texas
$874K
FFM
814
Forum Financial Management
Illinois
$874K +$434K +5,299 +103%
RSWM
815
Robertson Stephens Wealth Management
California
$866K -$147K -1,798 -15%
WF
816
Warner Financial
Maryland
$860K -$3.19K -39 -0.4%
MFT
817
Moisand Fitzgerald Tamayo
Florida
$854K -$2.29K -28 -0.3%
MECA
818
Miller Equity Capital Advisors
Texas
$852K
AFS
819
AFG Fiduciary Services
Massachusetts
$849K +$188K +2,290 +30%
RA
820
Rockingstone Advisors
Massachusetts
$848K +$2.29K +28 +0.3%
LMKC
821
L.M. Kohn & Company
Ohio
$848K -$20.2K -246 -2%
BAG
822
Briggs Advisory Group
Rhode Island
$845K
OCFG
823
O'Connor Financial Group
Illinois
$840K +$53.3K +650 +7%
NFP
824
Narus Financial Partners
Utah
$833K -$103K -1,262 -11%
SF
825
Safeguard Financial
Wisconsin
$823K -$37.4K -457 -4%

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.