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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
KW
1101
KWB Wealth
California
$372K -$276K -3,373 -43%
TCBWMS
1102
Texas Capital Bank Wealth Management Services
Texas
$371K -$33K -403 -8%
LIG
1103
Lokken Investment Group
Delaware
$371K -$34.5K -421 -9%
FTC
1104
Farmers Trust Company
Ohio
$370K -$2.95K -36 -0.8%
LNB
1105
Ledyard National Bank
$370K -$44.3K -541 -11%
CCA
1106
Cadent Capital Advisors
Oklahoma
$369K
LA
1107
Latitude Advisors
Florida
$368K -$45.8K -559 -11%
TC
1108
TownSquare Capital
Utah
$368K -$154K -1,874 -30%
ADL
1109
Asset Dedication LLC
California
$368K +$19.3K +236 +6%
FWM
1110
Forza Wealth Management
Florida
$367K
MCCP
1111
Mission Creek Capital Partners
California
$367K -$33.2K -405 -8%
BPWM
1112
Badgley Phelps Wealth Managers
Washington
$366K +$359K +4,386 New
FNWM
1113
Financial Network Wealth Management
Utah
$366K -$3.6K -44 -1%
MI
1114
Moneywise Inc
Virginia
$366K -$24.7K -301 -6%
DWM
1115
Drive Wealth Management
Utah
$364K +$17.7K +216 +5%
VFA
1116
Voya Financial Advisors
Connecticut
$363K +$53.5K +653 +18%
FOFP
1117
Fee-Only Financial Planning
South Carolina
$362K
EP
1118
Eudaimonia Partners
Tennessee
$362K +$24.3K +296 +7%
PAS
1119
Professional Advisory Services
Florida
$362K
PCA
1120
Prosperity Capital Advisors
Ohio
$362K -$121K -1,481 -25%
FWP
1121
FAS Wealth Partners
Kansas
$361K -$578K -7,050 -62%
GPA
1122
Garrison Point Advisors
California
$360K +$16.1K +196 +5%
MMA
1123
Miracle Mile Advisors
California
$360K -$816K -9,962 -70%
ITIM
1124
Indiana Trust & Investment Management
Indiana
$356K
HP
1125
Hartree Partners
New York
$355K +$348K +4,250 New

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.