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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
CPCM
826
Cardinal Point Capital Management
Ontario, Canada
$822K -$104K -1,268 -12%
WI
827
Wintrust Investments
Illinois
$821K -$90.4K -1,104 -10%
FNBT
828
FineMark National Bank & Trust
Florida
$821K +$41.1K +502 +5%
GPI
829
General Partner Inc
Pennsylvania
$819K
APC
830
Asset Planning Corporation
Tennessee
$800K -$241K -2,947 -24%
TF
831
Tompkins Financial
New York
$797K -$17K -208 -2%
CA
832
Carson Advisory
Georgia
$795K
TW
833
Towerpoint Wealth
California
$794K -$85.8K -1,047 -10%
GIA
834
Gladstone Institutional Advisory
Florida
$787K -$302K -3,688 -28%
NRI
835
NFP Retirement Inc
California
$786K +$28.3K +346 +4%
MCWS
836
McKinley Carter Wealth Services
West Virginia
$785K -$260K -3,173 -25%
TC
837
TAP Consulting
Missouri
$783K +$12.6K +154 +2%
CCC
838
Chelsea Counsel Company
California
$783K
CB
839
Community Bank
New York
$782K -$183K -2,236 -19%
EWM
840
Endowment Wealth Management
Wisconsin
$777K -$4.92K -60 -0.6%
AR
841
Apeiron RIA
Texas
$777K +$3.6K +44 +0.5%
HCM
842
Hengehold Capital Management
Ohio
$776K -$40.6K -496 -5%
BCM
843
BCK Capital Management
Connecticut
$776K
CD
844
Chapin Davis
Maryland
$775K -$2.05K -25 -0.3%
LWP
845
Laurel Wealth Planning
Minnesota
$770K +$29.7K +362 +4%
TPWA
846
TRUE Private Wealth Advisors
Oregon
$769K +$24.1K +294 +3%
AG
847
Ascent Group
Virginia
$768K -$292K -3,570 -28%
AAS
848
Asset Allocation Strategies
Michigan
$768K +$753K +9,186 New
FP
849
Financial Perspectives
Minnesota
$768K +$33.9K +414 +5%
LGWM
850
Litman Gregory Wealth Management
California
$767K +$752K +9,185 New

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.