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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
PSCM
1101
Per Stirling Capital Management
Texas
$333K +$18.6K +225 +5%
FWM
1102
Forza Wealth Management
Florida
$332K
CSWM
1103
Cassady Schiller Wealth Management
Ohio
$332K -$53.8K -652 -13%
FWI
1104
Facet Wealth Inc
Maryland
$331K +$60K +728 +19%
BC
1105
Burney Company
Virginia
$329K -$84.7K -1,027 -19%
EP
1106
Eudaimonia Partners
Tennessee
$329K +$1.32K +16 +0.4%
LA
1107
Latitude Advisors
Florida
$329K -$5.28K -64 -1%
FOFP
1108
Fee-Only Financial Planning
South Carolina
$328K
PAS
1109
Professional Advisory Services
Florida
$328K
LIG
1110
Lokken Investment Group
Delaware
$328K -$8.49K -103 -2%
SNBOSD
1111
Security National Bank of So Dak
Iowa
$327K +$357K +4,325 New
GPA
1112
Garrison Point Advisors
California
$326K
MSAM
1113
Moloney Securities Asset Management
Missouri
$326K -$173K -2,094 -33%
PTP
1114
Platform Technology Partners
New York
$326K -$5.52K -67 -2%
TA
1115
Tactive Advisors
Florida
$324K +$38.9K +472 +12%
FDDB
1116
Fidelity D&D Bancorp
Pennsylvania
$323K +$352K +4,270 New
MSWM
1117
McGlone Suttner Wealth Management
Wisconsin
$322K +$989 +12 +0.3%
FWP
1118
FAS Wealth Partners
Kansas
$321K -$5.61K -68 -2%
MAM
1119
McLean Asset Management
Virginia
$321K -$106K -1,285 -23%
FTC
1120
Farmers Trust Company
Ohio
$320K -$16.5K -200 -5%
SDWMA
1121
Schneider Downs Wealth Management Advisors
Pennsylvania
$319K +$2.56K +31 +0.7%
JWM
1122
Jupiter Wealth Management
Colorado
$319K +$348K +4,215 New
NAS
1123
NWF Advisory Services
California
$318K -$136K -1,652 -28%
PMG
1124
Private Management Group
California
$317K -$165K -2,000 -32%
TCWM
1125
Total Clarity Wealth Management
Illinois
$317K +$345K +4,190 New

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.