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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
MWM
976
Merriman Wealth Management
Washington
$519K +$43K +525 +9%
SFG
977
Sovereign Financial Group
Connecticut
$519K -$186K -2,266 -27%
PMG
978
Private Management Group
California
$518K
LW
979
Libra Wealth
California
$515K
AAG
980
Armstrong Advisory Group
Massachusetts
$511K +$492 +6 +0.1%
PMG
981
ProVise Management Group
Florida
$511K +$11.8K +144 +2%
SAM
982
S.A. Mason
Michigan
$510K
HFS
983
Howard Financial Services
Texas
$507K -$94.2K -1,150 -16%
ULWM
984
Upper Left Wealth Management
Florida
$506K +$106K +1,292 +27%
GPA
985
Guidance Point Advisors
Massachusetts
$505K -$148K -1,809 -23%
MTC
986
McDaniel Terry & Co
Texas
$504K +$2.29K +28 +0.5%
PAG
987
Paladin Advisory Group
Iowa
$504K -$33K -403 -6%
NB
988
Northwest Bancshares
Pennsylvania
$503K -$64.6K -789 -12%
TCOO
989
Trust Company of Oklahoma
Oklahoma
$503K -$46.4K -566 -9%
SWM
990
Stockman Wealth Management
Montana
$501K
H
991
HoyleCohen
California
$499K -$14.2K -173 -3%
CCM
992
Crew Capital Management
Ohio
$496K -$747K -9,123 -61%
ACM
993
Advisors Capital Management
New Jersey
$494K +$55.5K +678 +13%
MA
994
Mutual Advisors
Nebraska
$491K -$160K -1,951 -25%
JWS
995
Juncture Wealth Strategies
Arizona
$489K +$28.4K +347 +6%
NAS
996
NWF Advisory Services
California
$489K
CCB
997
Country Club Bank
Missouri
$487K -$10.8K -132 -2%
IP
998
Ignite Planners
California
$486K -$16.4K -200 -3%
CA
999
Claro Advisors
Massachusetts
$485K -$20.9K -255 -4%
MFA
1000
McClarren Financial Advisors
Pennsylvania
$484K -$117K -1,431 -20%

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.