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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
RCAG
976
Rehmann Capital Advisory Group
Michigan
$459K -$112K -1,364 -18%
CAG
977
Csenge Advisory Group
Florida
$457K -$40.9K -496 -8%
MTC
978
McDaniel Terry & Co
Texas
$456K
TIM
979
Tortoise Investment Management
New York
$456K +$105K +1,268 +27%
LWM
980
Lodestone Wealth Management
Washington
$455K +$61.7K +748 +14%
AI
981
Auour Investments
Massachusetts
$454K +$18.6K +226 +4%
PMG
982
ProVise Management Group
Florida
$452K -$11.9K -144 -2%
DI
983
DFPG Investments
Utah
$451K -$168K -2,036 -25%
AFAS
984
Acorn Financial Advisory Services
Virginia
$451K -$112K -1,363 -19%
CCB
985
Country Club Bank
Missouri
$450K +$7.75K +94 +2%
EB
986
Exchange Bank
California
$449K -$30.8K -374 -6%
CCA
987
Column Capital Advisors
Indiana
$446K -$25.9K -314 -5%
TCOO
988
Trust Company of Oklahoma
Oklahoma
$445K -$11.5K -139 -2%
FFL
989
Financial Freedom LLC
Ohio
$445K -$107K -1,294 -18%
BIA
990
Benchmark Investment Advisors
Illinois
$444K -$157K -1,909 -25%
HCP
991
Hexagon Capital Partners
Arkansas
$441K +$28.9K +351 +6%
GL
992
Graypoint LLC
New York
$441K -$189K -2,292 -28%
PFBT
993
Parkside Financial Bank & Trust
Missouri
$437K
MIAS
994
Mason Investment Advisory Services
Virginia
$437K +$51.8K +628 +12%
SAM
995
S.A. Mason
Michigan
$434K -$33.4K -405 -7%
NB
996
Northwest Bancshares
Pennsylvania
$433K -$24.4K -296 -5%
EBWM
997
Eagle Bluffs Wealth Management
Missouri
$433K -$1.07M -12,980 -70%
AF
998
Arrow Financial
New York
$432K +$103K +1,255 +28%
JE
999
JMAC Enterprises
Pennsylvania
$432K -$79.3K -962 -14%
RWM
1000
Ruedi Wealth Management
Illinois
$430K +$10.6K +128 +2%

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.