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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
CFGSD
1251
Compass Financial Group (South Dakota)
South Dakota
$266K -$21.4K -261 -8%
MM
1252
Meridian Management
Arkansas
$265K
IWP
1253
Icon Wealth Partners
Texas
$265K
RW
1254
RVW Wealth
California
$265K -$2.79K -34 -1%
SWM
1255
Selective Wealth Management
Virginia
$264K +$258K +3,145 New
RWM
1256
RKL Wealth Management
Pennsylvania
$264K -$63.5K -775 -20%
BWM
1257
Birchcreek Wealth Management
Ohio
$264K -$41.6K -508 -14%
BF
1258
Blankinship & Foster
California
$264K
DBT
1259
Dubuque Bank & Trust
Iowa
$262K -$164 -2 -0.1%
FIM
1260
Fernwood Investment Management
Massachusetts
$262K +$9.42K +115 +4%
PAMG
1261
Patton Albertson Miller Group
Tennessee
$261K -$106K -1,297 -29%
GAB
1262
German American Bancorp
Indiana
$260K
SWM
1263
SigFig Wealth Management
California
$259K -$4.59K -56 -2%
MAWCM
1264
Mine & Arao Wealth Creation & Management
California
$258K -$16.5K -202 -6%
SFG
1265
SevenBridge Financial Group
Pennsylvania
$258K -$121K -1,475 -32%
CIBC World Market
1266
CIBC World Market
Ontario, Canada
$256K -$28.7K -350 -10%
RLIM
1267
Red Lighthouse Investment Management
New York
$256K
SMDAM
1268
Sumitomo Mitsui DS Asset Management
Japan
$255K -$11.6K -142 -4%
CBTWT
1269
Community Bank & Trust (Waco, Texas)
Texas
$255K -$12.1K -148 -5%
HIGP
1270
Hill Investment Group Partners
Missouri
$253K -$36K -439 -13%
DWA
1271
Delap Wealth Advisory
Oregon
$252K +$49.8K +608 +25%
GI
1272
GAMCO Investors
Connecticut
$251K
LC
1273
Lincoln Capital
Nebraska
$251K
TPW
1274
Transatlantique Private Wealth
New York
$251K
GCM
1275
Greenland Capital Management
New York
$251K +$246K +3,000 New

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.