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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
OPCM
76
Osborne Partners Capital Management
California
$29.2M +$1.11M +13,566 +4%
State Street
77
State Street
Massachusetts
$29.1M -$466K -5,693 -2%
SI
78
Stephens Inc
Arkansas
$28.1M +$590K +7,196 +2%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$27M +$578K +7,060 +2%
CAM
80
Chandler Asset Management
California
$26.9M -$158K -1,930 -0.6%
TA
81
Tectonic Advisors
Texas
$26.4M +$1.51M +18,391 +6%
GC
82
Garde Capital
Washington
$26.3M +$355K +4,328 +1%
DCM
83
Disciplina Capital Management
Tennessee
$25.8M +$3.31M +40,442 +15%
ODIJL
84
One Day In July LLC
Vermont
$25.3M +$494K +6,034 +2%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$25M -$17.3K -211 -0.1%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$24.6M -$2.61M -31,917 -10%
KL
87
KWMG LLC
Kansas
$24.6M +$1.83M +22,316 +8%
CCA
88
Conservest Capital Advisors
Pennsylvania
$24.4M -$2.55M -31,174 -10%
CAM
89
Crestone Asset Management
Colorado
$24.2M +$1.07M +13,104 +5%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$24.1M +$2.4M +29,272 +11%
PLFA
91
Pacific Life Fund Advisors
California
$23.4M +$23M +280,566 New
AF
92
Ally Financial
Michigan
$21.8M
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$21.1M -$4.61M -56,330 -18%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$20.9M -$1.43M -17,514 -7%
QIM
95
Quantitative Investment Management
Virginia
$20.5M +$20.1M +245,374 New
TF
96
TIAA FSB
Florida
$20.3M -$3.21M -39,138 -14%
CAN
97
Cetera Advisor Networks
California
$20.3M +$2.95K +36 +0%
JFA
98
JNBA Financial Advisors
Minnesota
$20M -$10.9K -133 -0.1%
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$20M +$341K +4,165 +2%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$20M -$1.12M -13,698 -5%

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.