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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
BIA
901
Benchmark Investment Advisors
Illinois
$650K -$1.07M -13,057 -63%
FNB
902
Farmers National Bank
Kentucky
$650K -$126K -1,535 -16%
FFS
903
Founders Financial Securities
Maryland
$648K -$2.87K -35 -0.4%
WAS
904
Wealth Advisory Solutions
Indiana
$647K +$1.21M +14,776 New
OWM
905
Opes Wealth Management
California
$647K +$634K +7,742 New
KFI
906
Key Financial Inc
Pennsylvania
$645K -$5.98K -73 -0.9%
MWM
907
Marion Wealth Management
Pennsylvania
$644K +$20.2K +246 +3%
Koshinski Asset Management
908
Koshinski Asset Management
Illinois
$644K +$264K +3,219 +81%
SFG
909
StrategIQ Financial Group
Indiana
$640K +$43.1K +526 +7%
CIP
910
Capital Insight Partners
Arizona
$639K -$4.1K -50 -0.6%
GFG
911
Goldstone Financial Group
Illinois
$639K -$68.2K -833 -10%
GJIA
912
Glass Jacobson Investment Advisors
Maryland
$636K +$624K +7,611 New
MIM
913
Marco Investment Management
Georgia
$636K
VCM
914
Verde Capital Management
Michigan
$629K +$63.5K +775 +11%
YIA
915
YHB Investment Advisors
Connecticut
$628K -$8.19K -100 -1%
SMC
916
Smith, Moore & Co
Missouri
$623K -$8.6K -105 -1%
C
917
Certuity
Florida
$622K -$52.4K -639 -8%
RCAG
918
Rehmann Capital Advisory Group
Michigan
$621K -$16K -195 -3%
FMWA
919
Forvis Mazars Wealth Advisors
Missouri
$620K -$140K -1,706 -19%
BEAM
920
Baker Ellis Asset Management
Washington
$619K -$182K -2,225 -23%
BA
921
Bluesphere Advisors
Pennsylvania
$618K -$79.7K -973 -12%
WE
922
Wealth Effects
Massachusetts
$617K -$29.7K -362 -5%
IP
923
Intellectus Partners
California
$617K +$270K +3,300 +83%
EWM
924
Evercore Wealth Management
New York
$617K -$60.5K -738 -9%
AFAS
925
Acorn Financial Advisory Services
Virginia
$614K -$82 -1 -0%

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.