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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
BW
851
BIP Wealth
Georgia
$763K -$366K -4,471 -33%
CWM
852
Chesapeake Wealth Management
Virginia
$759K -$1.23K -15 -0.2%
JCM
853
Jacobi Capital Management
Pennsylvania
$758K +$15.3K +187 +2%
WIM
854
Westside Investment Management
California
$756K -$137K -1,669 -16%
SSC
855
Syverson Strege & Co
Iowa
$754K +$21.3K +260 +3%
TSW
856
Thompson Siegel & Walmsley
Virginia
$753K -$3.28K -40 -0.4%
FB
857
First Bancorp
Maine
$753K
V
858
ViaWealth
Kansas
$753K +$154K +1,879 +26%
BL
859
BFSG LLC
California
$749K -$391K -4,776 -35%
National Bank of Canada
860
National Bank of Canada
Quebec, Canada
$746K -$23.8K -291 -3%
IWN
861
Independent Wealth Network
Iowa
$744K +$32.8K +400 +5%
WSTAM
862
Wilbanks Smith & Thomas Asset Management
Virginia
$743K -$47.8K -583 -6%
ANTB
863
AMG National Trust Bank
Colorado
$741K +$15.3K +187 +2%
BFC
864
Bedel Financial Consulting
Indiana
$734K +$2.54K +31 +0.4%
PWMAG
865
Pinnacle Wealth Management Advisory Group
New Jersey
$730K +$17.6K +215 +3%
WWM
866
Western Wealth Management
Colorado
$727K +$2.79K +34 +0.4%
BCM
867
Bayesian Capital Management
New York
$727K +$217K +2,643 +44%
FFC
868
First Financial Corp
Indiana
$723K -$78.6K -960 -10%
HHGA
869
Halbert Hargrove Global Advisors
California
$722K -$18.9K -231 -3%
CAL
870
Capital Analysts LLC
Pennsylvania
$715K -$209K -2,550 -23%
TA
871
TFB Advisors
Kansas
$714K +$700K +8,539 New
SSW
872
Smith Shellnut Wilson
Mississippi
$713K -$109K -1,325 -13%
GEA
873
Glen Eagle Advisors
New Jersey
$713K -$61.2K -747 -8%
IFA
874
Index Fund Advisors
California
$713K -$121K -1,478 -15%
VCP
875
Verus Capital Partners
Arizona
$705K -$117K -1,433 -15%

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.