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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
SRC
1226
Sage Rhino Capital
California
$279K
SFG
1227
Synergy Financial Group
California
$278K
HIP
1228
HUB Investment Partners
Texas
$278K +$272K +3,321 New
THWM
1229
Taylor Hoffman Wealth Management
Virginia
$276K -$7.05K -86 -3%
Jones Financial Companies
1230
Jones Financial Companies
Missouri
$276K -$122K -1,484 -31%
OSAM
1231
O'Shaughnessy Asset Management
Connecticut
$276K -$1.03M -12,526 -79%
FGAM
1232
Financial Gravity Asset Management
Texas
$275K +$82 +1 +1%
DTC
1233
Davidson Trust Company
Washington
$272K
BHWM
1234
Bar Harbor Wealth Management
New Hampshire
$272K -$7.78K -95 -3%
JC
1235
Jentner Corp
Ohio
$271K +$11.9K +145 +5%
AWM
1236
AllSquare Wealth Management
New York
$271K
CHA
1237
Cooper/Haims Advisors
New York
$271K -$492 -6 -0.2%
CNBTD
1238
Citizens National Bank Trust Department
Mississippi
$270K
APP
1239
Avantax Planning Partners
Iowa
$270K -$6.23K -76 -2%
PSIWM
1240
Paradigm Strategies in Wealth Management
Minnesota
$270K -$272K -3,316 -51%
IA
1241
Insight Advisors
Pennsylvania
$270K -$44.6K -544 -14%
UL
1242
Unionview LLC
Washington
$269K +$12.8K +156 +5%
BOM
1243
Bank of Marin
California
$269K
KTC
1244
Kistler-Tiffany Companies
Pennsylvania
$269K +$21.6K +264 +9%
VWA
1245
V Wealth Advisors
Kansas
$268K +$263K +3,213 New
CB
1246
Cadence Bank
Mississippi
$268K
WSFS
1247
Wilmington Savings Fund Society
Delaware
$268K
KCM
1248
Kendall Capital Management
Maryland
$268K +$18K +220 +7%
AMM
1249
American Money Management
California
$268K -$5.98K -73 -2%
PIA
1250
Perennial Investment Advisors
California
$267K -$107K -1,300 -29%

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.