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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
CWM
1051
Congress Wealth Management
Massachusetts
$435K -$1.14M -13,898 -73%
WP
1052
WealthSource Partners
California
$432K -$14.7K -180 -3%
PFWA
1053
Paces Ferry Wealth Advisors
Georgia
$430K -$34K -415 -7%
MIAS
1054
Mason Investment Advisory Services
Virginia
$430K +$28.8K +352 +7%
PWM
1055
PBMares Wealth Management
Virginia
$429K +$12.1K +148 +3%
JCIA
1056
Jackson Creek Investment Advisors
Colorado
$428K
RFG
1057
RFP Financial Group
Georgia
$426K +$175K +2,135 +72%
FW
1058
FirstPurpose Wealth
Utah
$423K -$440K -5,367 -51%
ES
1059
Eagle Strategies
New York
$422K -$29.7K -363 -7%
CSWM
1060
Cassady Schiller Wealth Management
Ohio
$421K
IIC
1061
Ironwood Investment Counsel
Arizona
$420K -$41.5K -506 -9%
FIBT
1062
First International Bank & Trust
North Dakota
$419K
EWM
1063
Edge Wealth Management
New York
$418K
HWA
1064
Hillcrest Wealth Advisors
New Jersey
$418K
VPIM
1065
Vanguard Personalized Indexing Management
California
$417K +$27K +330 +7%
EA
1066
Eudaimonia Advisors
Tennessee
$416K +$30.1K +368 +8%
ORC
1067
O'Rourke & Company
Massachusetts
$416K +$3.03K +37 +0.7%
BCA
1068
Bray Capital Advisors
Florida
$416K -$28.1K -343 -6%
OAM
1069
Occidental Asset Management
California
$414K -$16.4K -200 -4%
KFP
1070
Keystone Financial Planning
Ohio
$413K
BST
1071
Bath Savings Trust
Maine
$413K -$155K -1,893 -28%
COCM
1072
Charter Oak Capital Management
New Hampshire
$413K +$55K +671 +16%
SWM
1073
Silverlake Wealth Management
Vermont
$412K -$22.7K -277 -5%
WBCM
1074
Wilson & Boucher Capital Management
California
$409K
MBFW
1075
Morton Brown Family Wealth
Pennsylvania
$402K +$34.1K +416 +9%

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.