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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
BPWM
1126
Badgley Phelps Wealth Managers
Washington
$317K -$16.2K -197 -4%
ITIM
1127
Indiana Trust & Investment Management
Indiana
$316K -$6.6K -80 -2%
TCM
1128
Tandem Capital Management
New Jersey
$314K -$28.9K -350 -8%
PCTC
1129
Perkins Coie Trust Company
Washington
$313K -$495 -6 -0.1%
IWA
1130
Inspirion Wealth Advisors
Illinois
$312K
EWA
1131
EverSource Wealth Advisors
Alabama
$312K +$23.7K +288 +8%
SCM
1132
Spreng Capital Management
Ohio
$311K -$4.54K -55 -1%
CL
1133
COWA LLC
Oklahoma
$311K -$10.3K -125 -3%
PFA
1134
Petra Financial Advisors
Colorado
$310K
W
1135
WorthPointe
California
$309K +$4.78K +58 +1%
SBIA
1136
Sheaff Brock Investment Advisors
Indiana
$309K +$7.92K +96 +2%
TGAM
1137
TBH Global Asset Management
Tennessee
$308K -$6.1K -74 -2%
SFP
1138
Strategic Financial Partners
Oregon
$307K +$9.48K +115 +3%
SW
1139
SkyOak Wealth
Michigan
$307K +$8K +97 +2%
PCA
1140
Prosperity Capital Advisors
Ohio
$306K -$23.3K -282 -7%
HL
1141
HeadInvest LLC
Maine
$306K -$139K -1,689 -29%
FNWM
1142
Financial Network Wealth Management
Utah
$305K -$21.2K -257 -6%
FCB
1143
First County Bank
Connecticut
$305K +$24.2K +293 +8%
MSA
1144
Marino Stram & Associates
Massachusetts
$304K
CCFM
1145
Clear Creek Financial Management
Washington
$304K -$6.84K -83 -2%
Chevy Chase Trust
1146
Chevy Chase Trust
Maryland
$303K +$50.2K +609 +18%
BFA
1147
Beacon Financial Advisory
Ohio
$302K +$742 +9 +0.2%
GWM
1148
GSB Wealth Management
Connecticut
$301K +$825 +10 +0.3%
SOS
1149
Silver Oak Securities
Tennessee
$300K -$144K -1,745 -31%
EGA
1150
E&G Advisors
Texas
$300K -$47.8K -580 -13%

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.