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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
QPWM
1176
Quadrant Private Wealth Management
Pennsylvania
$316K -$8.03K -98 -3%
DWM
1177
Dakota Wealth Management
Florida
$316K -$19.3K -235 -6%
WWM
1178
Wiser Wealth Management
Georgia
$316K -$102K -1,247 -25%
RFN
1179
RDA Financial Network
Iowa
$316K -$5.57K -68 -2%
RWB
1180
RMR Wealth Builders
New Jersey
$316K -$11.6K -141 -4%
PCS
1181
Personal CFO Solutions
New Jersey
$314K -$1.39K -17 -0.4%
AFP
1182
Ausdal Financial Partners
Iowa
$313K -$9.75K -119 -3%
SC
1183
SouthState Corp
Florida
$313K +$1.48K +18 +0.5%
FCB
1184
First County Bank
Connecticut
$312K -$6.72K -82 -2%
FSA
1185
Financial Services Advisory
Maryland
$311K +$36.6K +447 +14%
CFO
1186
Colony Family Offices
North Carolina
$310K -$26K -317 -8%
CT
1187
Caldwell Trust
Florida
$309K -$15.7K -192 -5%
AA
1188
Alesco Advisors
New York
$307K
GAM
1189
Griffin Asset Management
New York
$306K
RWM
1190
Revisor Wealth Management
Ohio
$305K -$63.5K -775 -17%
RSA
1191
River Street Advisors
Illinois
$305K -$11.2K -137 -4%
RWG
1192
Regal Wealth Group
California
$304K -$31.9K -389 -10%
CPA
1193
Capital Performance Advisors
California
$304K -$24.7K -302 -8%
BCA
1194
Bay Colony Advisors
Massachusetts
$302K +$28.5K +348 +11%
WA
1195
Wealthstream Advisors
New York
$300K -$19.6K -239 -6%
WP
1196
Wealthspan Partners
Iowa
$300K -$14.9K -182 -5%
GVAG
1197
Great Valley Advisor Group
Delaware
$298K -$64.8K -791 -18%
SSWM
1198
Sheets Smith Wealth Management
North Carolina
$298K -$41K -500 -12%
HCA
1199
Harbour Capital Advisors
Virginia
$295K
RIA
1200
Realta Investment Advisors
Delaware
$295K -$4.1K -50 -1%

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.