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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
HL
1001
HeadInvest LLC
Maine
$484K -$37.7K -460 -7%
BFS
1002
Bradley Foster & Sargent
Connecticut
$483K +$9.5K +116 +2%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$483K +$228K +2,786 +93%
MFWM
1004
Motley Fool Wealth Management
Virginia
$482K +$473K +5,774 New
AI
1005
Auour Investments
Massachusetts
$482K +$473K +5,771 New
PI
1006
PFG Investments
New York
$481K -$15.5K -189 -3%
SCM
1007
Schnieders Capital Management
California
$480K +$53.4K +652 +13%
SOS
1008
Silver Oak Securities
Tennessee
$478K +$6.06K +74 +1%
HS
1009
Horan Securities
United States
$476K +$240K +2,924 +105%
ANBT
1010
American National Bank & Trust
Texas
$475K
EWP
1011
Elevation Wealth Partners
California
$473K -$7.21K -88 -2%
HPC
1012
HM Payson & Co
Maine
$471K +$28.3K +345 +7%
VFA
1013
Valeo Financial Advisors
Indiana
$471K -$2.43M -29,637 -84%
IDA
1014
Intelligence Driven Advisers
California
$470K
IHWM
1015
Iron Horse Wealth Management
Iowa
$465K -$3.14M -38,288 -87%
MFIMFI
1016
Mesirow Financial Investment Management - Fixed Income
Illinois
$465K
RWM
1017
Ruedi Wealth Management
Illinois
$464K +$3.44K +42 +0.8%
MAM
1018
McLean Asset Management
Virginia
$463K +$26.9K +328 +6%
KA
1019
Kearns & Associates
California
$462K -$33.7K -411 -7%
N
1020
Natixis
France
$462K
BC
1021
Barrett & Company
Rhode Island
$461K +$655 +8 +0.1%
WWM
1022
Windsor Wealth Management
Indiana
$460K -$28.8K -352 -6%
BFEC
1023
Benjamin F. Edwards & Company
Missouri
$460K +$19.5K +238 +5%
HCP
1024
Hexagon Capital Partners
Arkansas
$458K -$32.2K -393 -7%
CSPIA
1025
Cary Street Partners Investment Advisory
Virginia
$457K -$1.27M -15,477 -74%

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.