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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
CHA
1226
Cooper/Haims Advisors
New York
$246K +$165 +2 +0.1%
SSA
1227
Schonfeld Strategic Advisors
New York
$245K -$772K -9,358 -74%
UL
1228
Unionview LLC
Washington
$245K +$1.32K +16 +0.5%
MBFW
1229
Morton Brown Family Wealth
Pennsylvania
$245K -$130K -1,575 -33%
CNBTD
1230
Citizens National Bank Trust Department
Mississippi
$245K
MCC
1231
Money Concepts Capital
Florida
$244K +$35.1K +426 +15%
AMM
1232
American Money Management
California
$243K +$495 +6 +0.2%
WSFS
1233
Wilmington Savings Fund Society
Delaware
$243K
THWM
1234
Taylor Hoffman Wealth Management
Virginia
$242K -$8.24K -100 -3%
BF
1235
Blankinship & Foster
California
$241K +$2.89K +35 +1%
CFO
1236
Colony Family Offices
North Carolina
$241K -$41.6K -505 -14%
TFS
1237
Thoroughbred Financial Services
Tennessee
$241K -$14.9K -181 -5%
IWP
1238
Icon Wealth Partners
Texas
$240K
BWM
1239
Birchcreek Wealth Management
Ohio
$239K
APP
1240
Avantax Planning Partners
Iowa
$238K -$6.51K -79 -2%
CWM
1241
Cranbrook Wealth Management
Michigan
$238K -$19.6K -238 -7%
PIA
1242
Panoramic Investment Advisors
Colorado
$237K +$259K +3,139 New
GWS
1243
Glassman Wealth Services
Virginia
$236K -$87.9K -1,066 -25%
RFG
1244
RFP Financial Group
Georgia
$236K -$163K -1,972 -39%
KFGK
1245
Keystone Financial Group (Kentucky)
Kentucky
$236K +$33K +400 +15%
GAB
1246
German American Bancorp
Indiana
$235K
MAWCM
1247
Mine & Arao Wealth Creation & Management
California
$235K +$1.73K +21 +0.7%
CFGSD
1248
Compass Financial Group (South Dakota)
South Dakota
$235K -$7.26K -88 -3%
DWA
1249
Delap Wealth Advisory
Oregon
$234K +$6.27K +76 +3%
MM
1250
Meridian Management
Arkansas
$233K -$7.67K -93 -3%

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.