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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
FHC
1076
First Heartland Consultants
Missouri
$363K -$49.8K -604 -11%
ORC
1077
O'Rourke & Company
Massachusetts
$360K -$19K -230 -5%
GLA
1078
Good Life Advisors
Pennsylvania
$358K +$50K +607 +15%
NPF
1079
Norris Perne & French
Michigan
$356K
GP
1080
Girard Partners
Pennsylvania
$355K -$46.3K -562 -11%
SWM
1081
Silverlake Wealth Management
Vermont
$354K -$20.6K -250 -5%
HCC
1082
Hirtle Callaghan & Co
Pennsylvania
$351K
IHWM
1083
Iron Horse Wealth Management
Iowa
$350K -$77.3K -938 -17%
COCM
1084
Charter Oak Capital Management
New Hampshire
$350K -$25.7K -312 -6%
VFP
1085
Verus Financial Partners
Virginia
$348K -$156K -1,898 -29%
MMM
1086
Mendel Money Management
Illinois
$347K +$38.6K +468 +11%
PIAS
1087
PCA Investment Advisory Services
Ohio
$347K +$1.24K +15 +0.3%
MPW
1088
MGO Private Wealth
California
$346K +$26.7K +324 +8%
GFP
1089
Gryphon Financial Partners
Ohio
$345K +$4.78K +58 +1%
VFA
1090
Valeo Financial Advisors
Indiana
$344K -$89.2K -1,082 -19%
WA
1091
Wambolt & Associates
Colorado
$344K -$60.8K -737 -14%
BTW
1092
Boston Trust Walden
Massachusetts
$342K
BST
1093
Bath Savings Trust
Maine
$342K -$34.5K -418 -8%
JJBC
1094
James J. Burns & Company
New York
$341K -$754K -9,141 -67%
BAM
1095
BOS Asset Management
Illinois
$341K +$371K +4,503 New
BCM
1096
Bayesian Capital Management
New York
$340K -$347K -4,206 -48%
PFWA
1097
Paces Ferry Wealth Advisors
Georgia
$338K -$55.9K -678 -13%
KWA
1098
Kingswood Wealth Advisors
California
$337K +$367K +4,448 New
Wolverine Trading
1099
Wolverine Trading
Illinois
$335K +$365K +4,422 New
MCCP
1100
Mission Creek Capital Partners
California
$335K +$2.8K +34 +0.8%

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.