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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
BWIA
876
Bryant Woods Investment Advisors
New York
$699K -$213K -2,601 -24%
SMFG
877
Sumitomo Mitsui Financial Group
Japan
$697K -$46.7K -570 -6%
DI
878
DFPG Investments
Utah
$693K -$174K -2,123 -21%
ECG
879
Edge Capital Group
Georgia
$690K +$7.37K +90 +1%
RPGK
880
Retirement Planning Group (Kansas)
Kansas
$687K +$144K +1,758 +27%
LIM
881
Loudon Investment Management
New Hampshire
$684K
FTS
882
Fifth Third Securities
Ohio
$682K -$14.6K -178 -2%
NCG
883
Newport Capital Group
New Jersey
$682K +$669K +8,161 New
NCM
884
Narwhal Capital Management
Georgia
$682K -$570K -6,955 -46%
BWCS
885
Beirne Wealth Consulting Services
Connecticut
$679K -$695K -8,484 -51%
GL
886
Graypoint LLC
New York
$678K -$15K -183 -2%
ESB
887
Essex Savings Bank
Connecticut
$677K -$901 -11 -0.1%
ONSWM
888
Old North State Wealth Management
North Carolina
$676K
WP
889
WealthShield Partners
North Carolina
$676K -$96.2K -1,174 -13%
Luther King Capital Management (LKCM)
890
Luther King Capital Management (LKCM)
Texas
$674K
GIM
891
Goelzer Investment Management
Indiana
$674K -$152K -1,860 -19%
DSC
892
Duncker Streett & Co
Missouri
$673K -$16.4K -200 -2%
BB
893
Busey Bank
Illinois
$671K -$1.15K -14 -0.2%
FIB
894
First Interstate Bank
Montana
$667K -$436K -5,327 -40%
SP
895
SWS Partners
Ohio
$665K +$12K +147 +2%
SBF
896
Sara-Bay Financial
Florida
$665K +$12.9K +158 +2%
LWM
897
Liberty Wealth Management
California
$664K +$32K +390 +5%
IC
898
Iconiq Capital
California
$661K +$6.31K +77 +1%
PTC
899
Private Trust Company
Ohio
$652K +$3.93K +48 +0.6%
XF
900
XML Financial
Maryland
$652K -$712K -8,690 -53%

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.