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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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$18.5M +$501K +6,075 +3%
CCM
102
Carlson Capital Management
Minnesota
$18.4M +$2.59M +31,447 +15%
JFA
103
JNBA Financial Advisors
Minnesota
$18.3M +$227K +2,754 +1%
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$18.3M +$225K +2,726 +1%
AWS
105
Atria Wealth Solutions
New York
$17.9M +$5.94M +72,086 +44%
PCWA
106
Pacific Capital Wealth Advisors
California
$17.8M -$36.2K -439 -0.2%
Truist Financial
107
Truist Financial
North Carolina
$17.7M -$17.6M -213,061 -48%
BSW
108
Buckingham Strategic Wealth
Missouri
$17.5M -$51K -618 -0.3%
WF
109
Whelan Financial
California
$17.5M +$1.02M +12,400 +6%
Principal Financial Group
110
Principal Financial Group
Iowa
$17.5M -$454K -5,503 -2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$17.5M -$3.05M -37,040 -15%
TIAA Trust, National Association
112
TIAA Trust, National Association
North Carolina
$17.4M +$18.9M +229,538 New
CIA
113
Capital Investment Advisors
Georgia
$17.3M +$403K +4,886 +2%
HWA
114
HHM Wealth Advisors
Tennessee
$17M +$2.39M +28,976 +15%
Comerica Bank
115
Comerica Bank
Texas
$16.8M +$18.3M +221,767 New
FWP
116
Falcon Wealth Planning
California
$16.7M +$881K +10,685 +5%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$16.6M -$18.2M -220,960 -50%
B
118
Bailard
California
$16.4M +$6.99M +84,790 +64%
JFGLC
119
Johnson Financial Group LLC (Colorado)
Colorado
$16.4M -$427K -5,176 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$16.4M -$379K -4,600 -2%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$16.2M
JFG
122
JMG Financial Group
Illinois
$16.2M -$1.94M -23,542 -10%
Victory Capital Management
123
Victory Capital Management
Texas
$16.1M
CTI
124
Community Trust & Investment
Kentucky
$16M +$1.05M +12,688 +6%
RWM
125
Rockwood Wealth Management
Pennsylvania
$16M +$3.01M +36,504 +21%

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.