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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
FTS
851
Fifth Third Securities
Ohio
$683K +$64.6K +783 +10%
HHGA
852
Halbert Hargrove Global Advisors
California
$683K +$31.2K +378 +4%
FB
853
First Bancorp
Maine
$682K
CPCM
854
Cardinal Point Capital Management
Ontario, Canada
$679K -$70.5K -855 -9%
CSIC
855
Clifford Swan Investment Counsel
California
$679K -$192K -2,333 -21%
BWCS
856
Beirne Wealth Consulting Services
Connecticut
$679K
GFG
857
Goldstone Financial Group
Illinois
$677K +$108K +1,311 +17%
CFO
858
CVA Family Office
Colorado
$676K -$198K -2,407 -21%
WSTAM
859
Wilbanks Smith & Thomas Asset Management
Virginia
$674K +$660 +8 +0.1%
AWM
860
Apollon Wealth Management
South Carolina
$673K -$141K -1,712 -16%
SFG
861
StrategIQ Financial Group
Indiana
$670K +$99K +1,201 +16%
BFC
862
Bedel Financial Consulting
Indiana
$668K +$3.63K +44 +0.5%
CAL
863
Capital Analysts LLC
Pennsylvania
$662K +$15.9K +193 +2%
CF
864
Centaurus Financial
California
$662K +$129K +1,568 +22%
FIA
865
Foundations Investment Advisors
Arizona
$660K +$371K +4,501 +106%
SMFG
866
Sumitomo Mitsui Financial Group
Japan
$659K +$29.7K +360 +4%
CB
867
Community Bank
New York
$657K -$56K -679 -7%
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$653K -$8.24K -100 -1%
JFG
869
Jefferies Financial Group
New York
$652K +$711K +8,624 New
IFA
870
Index Fund Advisors
California
$649K +$3.88K +47 +0.6%
SBF
871
Sara-Bay Financial
Florida
$648K +$49.6K +602 +8%
IWN
872
Independent Wealth Network
Iowa
$645K -$31.3K -379 -4%
SSW
873
Smith Shellnut Wilson
Mississippi
$645K
SCA
874
Snowden Capital Advisors
New York
$645K -$188K -2,284 -21%
CWM
875
Congress Wealth Management
Massachusetts
$643K +$271K +3,286 +63%

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.