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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
IIC
1026
Integrated Investment Consultants
Michigan
$456K -$4.92K -60 -1%
BCM
1027
Boltwood Capital Management
California
$455K -$50K -610 -10%
CHA
1028
Carmichael Hill & Associates
Maryland
$455K +$64K +781 +17%
CCT
1029
Capital City Trust
Florida
$455K
CCM
1030
Canal Capital Management
Virginia
$452K -$65.2K -796 -13%
FHC
1031
First Heartland Consultants
Missouri
$452K +$737 +9 +0.2%
GWP
1032
Gateway Wealth Partners
Wisconsin
$452K -$63.4K -774 -13%
BC
1033
Burney Company
Virginia
$450K
CPP
1034
Capasso Planning Partners
South Carolina
$448K -$93K -1,135 -17%
RWA
1035
Ropes Wealth Advisors
Massachusetts
$448K -$223K -2,724 -34%
WA
1036
Wambolt & Associates
Colorado
$448K -$6.72K -82 -2%
CIAS
1037
CFS Investment Advisory Services
New Jersey
$448K -$59.4K -725 -12%
BOSSRA
1038
B.O.S.S. Retirement Advisors
Utah
$447K -$10.8K -132 -2%
MAS
1039
Madden Advisory Services
Florida
$447K -$82 -1 -0%
FCP
1040
Fidelis Capital Partners
Florida
$447K
MWM
1041
McNaughton Wealth Management
California
$446K +$57.7K +704 +15%
BWA
1042
BDO Wealth Advisors
Florida
$446K
LFA
1043
LGT Financial Advisors
Texas
$444K +$436K +5,318 New
CCG
1044
Cypress Capital Group
Florida
$444K +$15.2K +186 +4%
LWM
1045
Lodestone Wealth Management
Washington
$440K -$12.1K -148 -3%
GP
1046
Girard Partners
Pennsylvania
$439K -$73.2K -893 -15%
WRPWM
1047
Werba Rubin Papier Wealth Management
California
$437K -$17.9K -219 -4%
VT
1048
Vise Technologies
New York
$436K +$75.1K +917 +21%
CA
1049
CoreCap Advisors
Michigan
$435K +$427K +5,211 New
TCOV
1050
Trust Company of Vermont
Vermont
$435K -$26.2K -320 -6%

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.