We are live on ! Find out more
VNQ icon

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
MPW
1126
MGO Private Wealth
California
$355K +$348K +4,248 New
MSWM
1127
McGlone Suttner Wealth Management
Wisconsin
$354K
FIA
1128
Foundations Investment Advisors
Arizona
$353K +$33.6K +410 +11%
WHCI
1129
W.H. Cornerstone Investments
Massachusetts
$353K -$54.3K -663 -14%
MSCM
1130
McElhenny Sheffield Capital Management
Texas
$352K +$345K +4,217 New
CL
1131
COWA LLC
Oklahoma
$350K -$31.7M -386,645 -99%
GWS
1132
Glassman Wealth Services
Virginia
$350K -$6.55K -80 -2%
SDWMA
1133
Schneider Downs Wealth Management Advisors
Pennsylvania
$350K -$44.7K -546 -12%
SCM
1134
Spreng Capital Management
Ohio
$349K -$18.4K -225 -5%
PSCM
1135
Per Stirling Capital Management
Texas
$349K -$210K -2,561 -38%
RWP
1136
RWA Wealth Partners
Massachusetts
$348K +$341K +4,164 New
TGAM
1137
TBH Global Asset Management
Tennessee
$346K -$6.55K -80 -2%
PCTC
1138
Perkins Coie Trust Company
Washington
$346K -$8.03K -98 -2%
IWA
1139
Inspirion Wealth Advisors
Illinois
$345K -$96.8K -1,182 -22%
GLA
1140
Good Life Advisors
Pennsylvania
$344K +$5K +61 +2%
MMM
1141
Mendel Money Management
Illinois
$344K +$28.6K +349 +9%
CCFM
1142
Clear Creek Financial Management
Washington
$343K -$86.8K -1,060 -21%
PFA
1143
Petra Financial Advisors
Colorado
$342K +$336K +4,097 New
CMA
1144
Cedar Mountain Advisors
Oregon
$342K -$1.15K -14 -0.3%
PCP
1145
Proficio Capital Partners
Massachusetts
$341K -$29.2K -356 -8%
ML
1146
McAdam LLC
Pennsylvania
$340K -$30.6K -373 -8%
HSA
1147
HBK Sorce Advisory
Pennsylvania
$338K +$30.9K +377 +10%
DI
1148
Diligent Investors
California
$337K -$1.72K -21 -0.5%
MSA
1149
Marino Stram & Associates
Massachusetts
$336K
W
1150
WorthPointe
California
$336K -$48.2K -588 -13%

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.