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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
GJIA
826
Glass Jacobson Investment Advisors
Maryland
$736K +$175K +2,120 +28%
LWP
827
Laurel Wealth Planning
Minnesota
$730K +$35.7K +433 +5%
HCM
828
Hengehold Capital Management
Ohio
$729K +$28.8K +349 +4%
CA
829
Carson Advisory
Georgia
$728K +$8.24K +100 +1%
VCP
830
Verus Capital Partners
Arizona
$723K +$91.7K +1,112 +13%
MAS
831
Madden Advisory Services
Florida
$717K +$341K +4,138 +77%
EWM
832
Endowment Wealth Management
Wisconsin
$717K +$14.9K +181 +2%
VVP
833
Venture Visionary Partners
Ohio
$717K -$105K -1,277 -12%
GIA
834
Gladstone Institutional Advisory
Florida
$713K +$165 +2 +0%
FIB
835
First Interstate Bank
Montana
$709K +$114K +1,388 +17%
NFP
836
Narus Financial Partners
Utah
$709K -$49.9K -605 -6%
MFA
837
Mayflower Financial Advisors
Massachusetts
$709K -$137K -1,658 -15%
CCC
838
Chelsea Counsel Company
California
$708K
NRI
839
NFP Retirement Inc
California
$705K -$7.92K -96 -1%
AAS
840
Asset Allocation Strategies
Michigan
$704K +$10.2K +124 +1%
LGWM
841
Litman Gregory Wealth Management
California
$703K +$8.41K +102 +1%
BCM
842
BCK Capital Management
Connecticut
$702K
SSC
843
Syverson Strege & Co
Iowa
$700K +$18.3K +222 +2%
AFS
844
AFG Fiduciary Services
Massachusetts
$695K -$53.3K -646 -7%
FP
845
Financial Perspectives
Minnesota
$695K +$495 +6 +0.1%
CD
846
Chapin Davis
Maryland
$695K -$7.09K -86 -0.9%
MFWM
847
Motley Fool Wealth Management
Virginia
$695K +$286K +3,464 +60%
FNBT
848
FineMark National Bank & Trust
Florida
$693K -$54.4K -660 -7%
FFC
849
First Financial Corp
Indiana
$688K +$36.3K +440 +5%
JCM
850
Jacobi Capital Management
Pennsylvania
$686K -$825 -10 -0.1%

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.