We are live on ! Find out more
VNQ icon

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
ANTB
901
AMG National Trust Bank
Colorado
$594K -$84.1K -1,020 -11%
WI
902
Wintrust Investments
Illinois
$592K -$164K -1,992 -20%
KFI
903
Key Financial Inc
Pennsylvania
$583K -$1.07K -13 -0.2%
WIM
904
Westside Investment Management
California
$581K -$111K -1,344 -15%
CIP
905
Capital Insight Partners
Arizona
$578K -$907 -11 -0.1%
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$573K -$29.3K -355 -5%
ECG
907
Edge Capital Group
Georgia
$572K -$57.7K -700 -8%
MIM
908
Marco Investment Management
Georgia
$568K -$8.24K -100 -1%
BA
909
Bluesphere Advisors
Pennsylvania
$567K +$7.92K +96 +1%
FNB
910
Farmers National Bank
Kentucky
$566K -$24.9K -302 -4%
YIA
911
YHB Investment Advisors
Connecticut
$566K -$3.46K -42 -0.6%
SMC
912
Smith, Moore & Co
Missouri
$561K -$3.96K -48 -0.6%
National Bank of Canada
913
National Bank of Canada
Quebec, Canada
$559K -$114K -1,377 -15%
AFGAS
914
Allegiance Financial Group Advisory Services
Virginia
$559K +$24.3K +295 +4%
LFAS
915
Level Four Advisory Services
Texas
$559K +$42.6K +517 +8%
WE
916
Wealth Effects
Massachusetts
$559K -$247 -3 -0%
MCWS
917
McKinley Carter Wealth Services
West Virginia
$556K -$168K -2,036 -22%
FWA
918
FSC Wealth Advisors
New York
$553K +$89.6K +1,087 +17%
APC
919
Asset Planning Corporation
Tennessee
$552K -$188K -2,275 -24%
WCM
920
Wavelength Capital Management
Connecticut
$551K -$313K -3,800 -34%
AG
921
Ascent Group
Virginia
$549K -$154K -1,870 -20%
XF
922
XML Financial
Maryland
$548K -$45.7K -554 -7%
IIC
923
Ironwood Investment Counsel
Arizona
$547K +$183K +2,214 +44%
BW
924
BIP Wealth
Georgia
$546K -$158K -1,917 -21%
MFG
925
MTM Financial Group
Pennsylvania
$544K -$399K -4,834 -40%

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.