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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
EFN
1176
Equita Financial Network
Pennsylvania
$281K +$307K +3,719 New
RFO
1177
RiverGlades Family Offices
Florida
$281K +$23.5K +285 +8%
PA
1178
PFG Advisors
Arizona
$279K -$295K -3,573 -49%
MIM
1179
Moseley Investment Management
Florida
$276K +$16.8K +204 +6%
CPA
1180
Capital Performance Advisors
California
$276K +$989 +12 +0.3%
WWM
1181
Wiser Wealth Management
Georgia
$275K -$11.2K -136 -4%
S
1182
Syntrinsic
Colorado
$275K +$299K +3,631 New
VT
1183
Vise Technologies
New York
$273K -$132K -1,604 -31%
WA
1184
Wealthstream Advisors
New York
$273K +$1.07K +13 +0.4%
CAWM
1185
Capital Advisors Wealth Management
Washington
$272K +$52.4K +636 +21%
HSA
1186
HBK Sorce Advisory
Pennsylvania
$271K -$38.2K -463 -11%
QPWM
1187
Quadrant Private Wealth Management
Pennsylvania
$270K -$14K -170 -5%
CBTWT
1188
Community Bank & Trust (Waco, Texas)
Texas
$269K +$25.7K +312 +10%
AA
1189
Alesco Advisors
New York
$268K -$10.6K -128 -3%
BCM
1190
Brookmont Capital Management
Texas
$268K +$7.92K +96 +3%
DJSG
1191
D.J. St. Germain
Massachusetts
$267K
BA
1192
Bridge Advisory
California
$266K +$5.61K +68 +2%
PWM
1193
Paulson Wealth Management
Illinois
$266K +$5.03K +61 +2%
TCM
1194
TD Capital Management
Tennessee
$264K +$3.05K +37 +1%
FIM
1195
Fernwood Investment Management
Massachusetts
$263K +$28K +339 +11%
FSA
1196
Financial Services Advisory
Maryland
$262K -$21.1K -256 -7%
CCFCSB
1197
Cape Cod Five Cents Savings Bank
Massachusetts
$262K +$286K +3,466 New
AP
1198
Appleton Partners
Massachusetts
$262K +$285K +3,459 New
APW
1199
Acima Private Wealth
Virginia
$262K +$285K +3,462 New
CFS
1200
CGC Financial Services
Oregon
$261K

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.