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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
GT
101
Glenview Trust
Kentucky
$19.9M +$811K +9,895 +4%
JFG
102
JMG Financial Group
Illinois
$19.9M +$531K +6,480 +3%
Principal Financial Group
103
Principal Financial Group
Iowa
$19.8M -$4.15M -50,682 -18%
PCWA
104
Pacific Capital Wealth Advisors
California
$19.7M +$995K +12,146 +5%
ECM
105
Evergreen Capital Management
Washington
$19.7M +$1.56M +19,009 +9%
BSW
106
Buckingham Strategic Wealth
Missouri
$19.4M +$1.03M +12,576 +6%
CIA
107
Capital Investment Advisors
Georgia
$18.7M +$387K +4,720 +2%
JFGLC
108
Johnson Financial Group LLC (Colorado)
Colorado
$18.5M -$1.4M -17,072 -7%
WANY
109
Wealthspire Advisors (New York)
New York
$18.5M -$419K -5,110 -2%
WF
110
Whelan Financial
California
$18.3M +$690K +8,424 +4%
PAG
111
Private Advisor Group
New Jersey
$18.1M +$447K +5,461 +3%
MSRPS
112
Maryland State Retirement & Pension System
Maryland
$17.9M
Victory Capital Management
113
Victory Capital Management
Texas
$17.7M
CCM
114
Carlson Capital Management
Minnesota
$17.7M +$4.25M +51,859 +32%
PIMG
115
Patriot Investment Management Group
Tennessee
$17.6M -$270K -3,292 -2%
FWP
116
Falcon Wealth Planning
California
$17.6M +$1.79M +21,822 +12%
William Blair & Company
117
William Blair & Company
Illinois
$17.1M -$610K -7,448 -4%
Two Sigma Investments
118
Two Sigma Investments
New York
$16.8M -$22.7M -277,293 -58%
CTI
119
Community Trust & Investment
Kentucky
$16.6M +$206K +2,518 +1%
PFM
120
Phillips Financial Management
Indiana
$16.5M +$600K +7,326 +4%
HWA
121
HHM Wealth Advisors
Tennessee
$16.4M +$1.65M +20,161 +11%
FU
122
Fairfield University
Connecticut
$16.2M +$175K +2,134 +1%
MML Investors Services
123
MML Investors Services
Massachusetts
$15.9M -$2.54M -31,011 -14%
MWP
124
Moller Wealth Partners
$15.6M -$78.6K -959 -0.5%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$15.6M +$1.44M +17,575 +10%

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.