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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
AT
951
Avalon Trust
New Mexico
$501K -$33K -400 -6%
VWA
952
Visionary Wealth Advisors
Illinois
$497K -$501K -6,071 -48%
WRPWM
953
Werba Rubin Papier Wealth Management
California
$496K +$103K +1,253 +24%
ACM
954
Advisors Capital Management
New Jersey
$492K +$49.1K +595 +10%
GF
955
Gries Financial
Ohio
$486K +$9.65K +117 +2%
TF
956
Tompkins Financial
New York
$486K -$257K -3,112 -33%
WA
957
Wealth Architects
California
$485K -$60.9K -738 -10%
BFS
958
Bradley Foster & Sargent
Connecticut
$483K
NF
959
Nikulski Financial
Iowa
$482K -$26.4K -320 -5%
NCM
960
NCM Capital Management
New Jersey
$481K -$13.9K -169 -3%
WP
961
WMS Partners
Maryland
$480K -$59.5K -722 -10%
CAM
962
Cozad Asset Management
Illinois
$479K +$4.95K +60 +1%
NS
963
NBC Securities
Alabama
$477K +$520K +6,305 New
GWM
964
Greenwich Wealth Management
Connecticut
$476K
CAGAS
965
Capital Advisory Group Advisory Services
Minnesota
$475K +$517K +6,273 New
PI
966
PFG Investments
New York
$473K +$40.8K +495 +9%
LBC
967
Lowe Brockenbrough & Co
Virginia
$472K -$33.8K -410 -6%
HT
968
Heritage Trust
Oklahoma
$470K -$13.2K -160 -3%
DI
969
Diligent Investors
California
$470K +$179K +2,175 +54%
LW
970
Libra Wealth
California
$466K
CA
971
Claro Advisors
Massachusetts
$466K +$29.3K +355 +6%
HFS
972
Howard Financial Services
Texas
$464K +$5.61K +68 +1%
WAG
973
Winthrop Advisory Group
Massachusetts
$462K -$48.6K -590 -9%
KCPG
974
Kavar Capital Partners Group
Kansas
$462K +$503K +6,104 New
MA
975
Mutual Advisors
Nebraska
$459K +$16.4K +199 +3%

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.