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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
DJSG
1201
D.J. St. Germain
Massachusetts
$295K +$289K +3,531 New
SWA
1202
Strategies Wealth Advisors
Michigan
$290K -$64.4K -786 -18%
PWM
1203
Paulson Wealth Management
Illinois
$289K +$63.4K +774 +29%
BA
1204
Bridge Advisory
California
$289K +$62.4K +762 +28%
CFS
1205
CGC Financial Services
Oregon
$288K +$283K +3,450 New
MIM
1206
Moseley Investment Management
Florida
$288K
VC
1207
Veracity Capital
Georgia
$288K +$7.29K +89 +3%
TCM
1208
TD Capital Management
Tennessee
$288K
BCM
1209
Brookmont Capital Management
Texas
$288K +$10.5K +128 +4%
NCM
1210
Northwest Capital Management
Oregon
$288K
Deutsche Bank
1211
Deutsche Bank
Germany
$287K +$19.6K +239 +7%
ES
1212
ETF Store
Kansas
$287K -$110K -1,342 -28%
CGL
1213
Clarius Group LLC
Washington
$287K
LG
1214
LAM Group
Oregon
$287K
RFO
1215
RiverGlades Family Offices
Florida
$286K -$492 -6 -0.2%
RBC
1216
Romano Brothers & Co
Illinois
$286K -$57.3K -700 -17%
HCA
1217
Horan Capital Advisors
Ohio
$286K -$31.5K -384 -10%
Chevy Chase Trust
1218
Chevy Chase Trust
Maryland
$284K -$145K -1,772 -34%
NCMW
1219
Northern Capital Management (Washington)
Washington
$284K
BIP
1220
Blueprint Investment Partners
North Carolina
$283K -$56.9K -695 -17%
CWM
1221
Cranbrook Wealth Management
Michigan
$283K
TFS
1222
Thoroughbred Financial Services
Tennessee
$281K +$24.3K +296 +10%
WCM
1223
Washington Capital Management
Washington
$280K
PCM
1224
Poehling Capital Management
Wisconsin
$279K
JTWM
1225
Jackson Thornton Wealth Management
Alabama
$279K

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.