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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
NAM
876
NorthCrest Asset Manangement
Minnesota
$642K +$700K +8,490 New
GSC
877
Ground Swell Capital
South Carolina
$641K +$699K +8,472 New
ONSWM
878
Old North State Wealth Management
North Carolina
$640K +$29.2K +354 +4%
PTC
879
Private Trust Company
Ohio
$638K +$51.8K +628 +8%
GEA
880
Glen Eagle Advisors
New Jersey
$636K -$10.1K -123 -1%
FCFC
881
First Commonwealth Financial Corp
Pennsylvania
$633K -$287K -3,479 -29%
TW
882
Towerpoint Wealth
California
$632K -$94.3K -1,144 -12%
FWM
883
Fairhaven Wealth Management
Illinois
$629K +$138K +1,668 +25%
VCM
884
Verde Capital Management
Michigan
$621K +$56.3K +683 +9%
LIM
885
Loudon Investment Management
New Hampshire
$619K
SDWIA
886
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$618K +$112K +1,353 +20%
Luther King Capital Management (LKCM)
887
Luther King Capital Management (LKCM)
Texas
$617K +$6.84K +83 +1%
AC
888
Anson Capital
Georgia
$616K -$534K -6,477 -44%
LWM
889
Liberty Wealth Management
California
$613K +$12.8K +155 +2%
GIM
890
Goelzer Investment Management
Indiana
$611K +$742 +9 +0.1%
DSC
891
Duncker Streett & Co
Missouri
$610K
AWA
892
Arete Wealth Advisors
Illinois
$608K -$1.5M -18,176 -69%
WWM
893
Western Wealth Management
Colorado
$608K -$54.7K -663 -8%
MWM
894
Marion Wealth Management
Pennsylvania
$608K +$26.7K +324 +4%
IC
895
Iconiq Capital
California
$605K +$7.17K +87 +1%
C
896
Certuity
Florida
$604K +$43.9K +533 +7%
WP
897
WealthShield Partners
North Carolina
$603K -$8.57K -104 -1%
BB
898
Busey Bank
Illinois
$602K -$6.43K -78 -1%
SP
899
SWS Partners
Ohio
$596K +$907 +11 +0.1%
NCG
900
Newport Capital Group
New Jersey
$595K -$24.4K -296 -4%

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.