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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
HI
926
Horizon Investments
North Carolina
$538K +$587K +7,116 New
MWM
927
Maripau Wealth Management
Indiana
$538K +$42.2K +512 +8%
MWM
928
Merriman Wealth Management
Washington
$537K +$73.7K +894 +14%
KLCM
929
KG&L Capital Management
Louisiana
$535K +$66.8K +810 +13%
NSIM
930
North Star Investment Management
Illinois
$532K +$4.78K +58 +0.8%
GSEP
931
Golden State Equity Partners
California
$530K -$13.5K -164 -2%
BL
932
BFSG LLC
California
$529K -$162K -1,966 -22%
RPGK
933
Retirement Planning Group (Kansas)
Kansas
$528K -$102K -1,241 -15%
DWP
934
Daymark Wealth Partners
Ohio
$526K +$573K +6,947 New
HWA
935
Hillcrest Wealth Advisors
New Jersey
$525K +$160K +1,945 +39%
SWA
936
Strata Wealth Advisors
Texas
$525K +$572K +6,941 New
FWCM
937
Ferguson Wellman Capital Management
Oregon
$524K +$825 +10 +0.1%
EC
938
Estate Counselors
Wisconsin
$521K -$1.33M -16,070 -70%
HS
939
Horan Securities
United States
$520K +$96.6K +1,171 +21%
PSB
940
Piscataqua Savings Bank
New Hampshire
$518K -$2.23K -27 -0.4%
FNBOH
941
First National Bank of Hutchinson
Kansas
$518K
DDC
942
DF Dent & Co
Maryland
$517K
EFS
943
Essex Financial Services
Connecticut
$517K +$3.3K +40 +0.6%
SIM
944
Stratos Investment Management
Ohio
$517K +$563K +6,832 New
RFP
945
Root Financial Partners
California
$510K +$36.8K +446 +7%
MFG
946
Magnus Financial Group
New York
$510K -$7.01K -85 -1%
FMWA
947
Forvis Mazars Wealth Advisors
Missouri
$509K -$56.4K -684 -9%
AG
948
Advocate Group
Minnesota
$509K
HWA
949
Heritage Wealth Advisors
Virginia
$508K -$165 -2 -0%
SIG
950
Spinnaker Investment Group
California
$505K -$28.5K -346 -5%

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.