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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
AFO
1151
Arrowroot Family Office
California
$299K +$2.31K +28 +0.7%
JWS
1152
Juncture Wealth Strategies
Arizona
$298K -$158K -1,922 -33%
LNB
1153
Ledyard National Bank
$297K -$41.2K -500 -11%
ML
1154
McAdam LLC
Pennsylvania
$297K -$12K -145 -4%
AFP
1155
Ausdal Financial Partners
Iowa
$295K +$11.9K +144 +4%
BCA
1156
Bay Colony Advisors
Massachusetts
$294K +$22.8K +276 +8%
WCP
1157
Wick Capital Partners
Pennsylvania
$294K +$2.8K +34 +0.9%
CCA
1158
Cadent Capital Advisors
Oklahoma
$292K -$46.3K -561 -13%
BCP
1159
Berkeley Capital Partners
Georgia
$292K +$2.89K +35 +0.9%
CMA
1160
Cedar Mountain Advisors
Oregon
$291K -$20.2K -245 -6%
IF
1161
Ironwood Financial
Arizona
$291K +$82 +1 +0%
MFS
1162
McNamara Financial Services
Massachusetts
$290K -$989 -12 -0.3%
GT
1163
Greenleaf Trust
Michigan
$290K +$82.5K +1,000 +35%
MMHP
1164
Murphy Middleton Hinkle & Parker
Georgia
$289K -$14.3K -174 -4%
Fisher Asset Management
1165
Fisher Asset Management
Washington
$289K -$63.7K -772 -17%
MCM
1166
Mattern Capital Management
Colorado
$289K
SSWM
1167
Sheets Smith Wealth Management
North Carolina
$288K +$19.5K +237 +7%
TCBWMS
1168
Texas Capital Bank Wealth Management Services
Texas
$288K -$52.6K -638 -14%
RIA
1169
Realta Investment Advisors
Delaware
$287K -$8.24K -100 -3%
CFS
1170
Cannon Financial Strategists
Georgia
$287K -$61.9K -751 -17%
MIC
1171
Meridian Investment Counsel
California
$287K
CT
1172
Caldwell Trust
Florida
$283K +$3.96K +48 +1%
MMA
1173
Miracle Mile Advisors
California
$282K -$47.4K -575 -13%
IA
1174
Insight Advisors
Pennsylvania
$282K +$41.8K +507 +16%
FNT
1175
First National Trust
Pennsylvania
$282K -$73.9K -896 -19%

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.