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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
AWM
1276
Arista Wealth Management
Nevada
$250K -$2.6M -31,760 -91%
SGCA
1277
Steel Grove Capital Advisors
Tennessee
$249K -$63.8K -779 -21%
KL
1278
KilterHowling LLC
Colorado
$249K -$33K -403 -12%
CAWM
1279
Capital Advisors Wealth Management
Washington
$248K +$243K +2,964 New
FWIA
1280
Fort Washington Investment Advisors
Ohio
$247K
MA
1281
MCF Advisors
Kentucky
$245K
GFL
1282
Granite FO LLC
New Hampshire
$244K
AL
1283
ADE LLC
Maryland
$243K
PP
1284
Patten & Patten
Tennessee
$242K -$9.83K -120 -4%
CT
1285
Columbia Trust
Oregon
$241K -$5.98K -73 -2%
AWM
1286
Accel Wealth Management
Iowa
$241K +$163K +1,993 +224%
ICG
1287
InterOcean Capital Group
Tennessee
$239K +$234K +2,859 New
IWA
1288
Intercontinental Wealth Advisors
Texas
$239K
GT
1289
Greenleaf Trust
Michigan
$237K -$5.08K -62 -2%
AWM
1290
Aprio Wealth Management
Georgia
$235K -$102K -1,240 -31%
OA
1291
Oxbow Advisors
Texas
$234K -$48.9K -597 -18%
AWM
1292
Angeles Wealth Management
California
$234K
MCC
1293
Money Concepts Capital
Florida
$234K -$12.5M -152,296 -98%
B
1294
Bensler
Washington
$234K -$4.1K -50 -2%
SFCL
1295
Strengthening Families & Communities LLC
Massachusetts
$232K
LWP
1296
Lumature Wealth Partners
Georgia
$232K +$21.1K +258 +10%
LSA
1297
Lion Street Advisors
Texas
$230K +$173K +2,107 New
LDB
1298
Lee, Danner & Bass
Tennessee
$229K -$48.7K -595 -18%
WAM
1299
Weinberger Asset Management
California
$228K -$17.5K -214 -7%
BIA
1300
Barry Investment Advisors
Massachusetts
$228K -$15.2K -186 -6%

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.