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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
PA
926
PFG Advisors
Arizona
$606K -$157K -1,918 -21%
AA
927
AlphaMark Advisors
Kentucky
$605K -$38.9K -475 -6%
CF
928
Centaurus Financial
California
$600K -$112K -1,373 -16%
FFL
929
Financial Freedom LLC
Ohio
$599K -$230K -2,802 -28%
GSEP
930
Golden State Equity Partners
California
$599K +$587K +7,165 New
WA
931
Wealth Architects
California
$598K -$89.4K -1,091 -13%
BPC
932
Banque Pictet & Cie
Switzerland
$596K
AWS
933
AJ Wealth Strategies
New York
$594K
AFGAS
934
Allegiance Financial Group Advisory Services
Virginia
$593K -$79.3K -968 -12%
WP
935
WMS Partners
Maryland
$590K +$379K +4,632 +191%
SIG
936
Spinnaker Investment Group
California
$587K -$19.8K -242 -3%
AT
937
Avalon Trust
New Mexico
$587K
NSIM
938
North Star Investment Management
Illinois
$583K -$251K -3,066 -31%
FWCM
939
Ferguson Wellman Capital Management
Oregon
$578K -$191K -2,335 -25%
LFAS
940
Level Four Advisory Services
Texas
$574K +$101K +1,236 +22%
PSB
941
Piscataqua Savings Bank
New Hampshire
$574K -$15.8K -193 -3%
FNBOH
942
First National Bank of Hutchinson
Kansas
$572K
DDC
943
DF Dent & Co
Maryland
$571K -$584K -7,127 -51%
MFG
944
Magnus Financial Group
New York
$570K
LNWWM
945
Laird Norton Wetherby Wealth Management
California
$569K +$244K +2,983 +78%
SDWIA
946
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$569K +$41.3K +504 +8%
EFS
947
Essex Financial Services
Connecticut
$568K -$36.5K -445 -6%
VFP
948
Verus Financial Partners
Virginia
$562K -$63.7K -777 -11%
AG
949
Advocate Group
Minnesota
$562K +$79.3K +968 +17%
WAG
950
Winthrop Advisory Group
Massachusetts
$561K +$224K +2,738 +70%

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.