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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
FDS
1151
Freedom Day Solutions
Texas
$335K -$2.61M -31,823 -89%
MMHP
1152
Murphy Middleton Hinkle & Parker
Georgia
$334K -$6.14K -75 -2%
CWAG
1153
Carlsbad Wealth Advisory Group
California
$334K +$327K +3,995 New
BFA
1154
Beacon Financial Advisory
Ohio
$333K +$11.1K +136 +4%
SBIA
1155
Sheaff Brock Investment Advisors
Indiana
$333K
LW
1156
Linscomb Wealth
Texas
$333K -$27.4K -334 -8%
GWM
1157
GSB Wealth Management
Connecticut
$332K -$8.19K -100 -2%
SW
1158
SkyOak Wealth
Michigan
$331K +$3.77K +46 +1%
RBFC
1159
Roman Butler Fullerton & Co
Missouri
$330K +$573 +7 +0.2%
SFP
1160
Strategic Financial Partners
Oregon
$329K -$19.6K -239 -6%
MFS
1161
McNamara Financial Services
Massachusetts
$328K +$24.8K +303 +9%
CS
1162
Credit Suisse
Switzerland
$328K -$232K -2,826 -42%
AFO
1163
Arrowroot Family Office
California
$328K -$13.6K -166 -4%
MWM
1164
Meridian Wealth Management
Kentucky
$326K -$2.29K -28 -0.7%
FFWM
1165
Future Financial Wealth Management
Ohio
$325K -$745K -9,092 -70%
FWI
1166
Facet Wealth Inc
Maryland
$323K -$150K -1,831 -32%
WCP
1167
Wick Capital Partners
Pennsylvania
$322K -$149K -1,816 -32%
FSWA
1168
Financial Synergies Wealth Advisors
Texas
$322K -$137K -1,676 -30%
BFM
1169
Boston Financial Management
Massachusetts
$322K -$26.9K -328 -8%
IF
1170
Ironwood Financial
Arizona
$321K +$4.1K +50 +1%
EWA
1171
EverSource Wealth Advisors
Alabama
$320K -$96.4K -1,177 -23%
BCP
1172
Berkeley Capital Partners
Georgia
$319K -$84.5K -1,031 -21%
MCM
1173
Mattern Capital Management
Colorado
$319K +$313K +3,815 New
TA
1174
Tactive Advisors
Florida
$319K +$312K +3,814 New
MIC
1175
Meridian Investment Counsel
California
$317K -$41.8K -510 -12%

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.