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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
AWM
1276
Accel Wealth Management
Iowa
$218K +$165 +2 +0.1%
DWM
1277
Drive Wealth Management
Utah
$218K -$120K -1,454 -34%
FWIA
1278
Fort Washington Investment Advisors
Ohio
$218K -$6.35K -77 -3%
ACM
1279
Ardent Capital Management
Ohio
$217K +$237K +2,871 New
RWP
1280
RWA Wealth Partners
Massachusetts
$215K -$109K -1,316 -32%
HIGP
1281
Hill Investment Group Partners
Missouri
$215K -$15.8K -192 -6%
OPA
1282
Old Port Advisors
Maine
$214K +$233K +2,829 New
SC
1283
SouthState Corp
Florida
$214K -$75.8K -919 -25%
BFM
1284
Boston Financial Management
Massachusetts
$214K -$84.8K -1,028 -27%
RWB
1285
RMR Wealth Builders
New Jersey
$213K -$76.2K -924 -25%
CIBC World Market
1286
CIBC World Market
Ontario, Canada
$212K -$21.9K -266 -9%
SFCL
1287
Strengthening Families & Communities LLC
Massachusetts
$212K +$2.56K +31 +1%
Jones Financial Companies
1288
Jones Financial Companies
Missouri
$211K -$42.4K -514 -16%
MKA
1289
M. Kulyk & Associates
Georgia
$208K +$227K +2,748 New
PP
1290
Patten & Patten
Tennessee
$207K -$12.4K -150 -5%
RBC
1291
Romano Brothers & Co
Illinois
$207K -$56.8K -689 -20%
LDB
1292
Lee, Danner & Bass
Tennessee
$207K
SIG
1293
Sargent Investment Group
Maryland
$206K
SIC
1294
SJS Investment Consulting
Ohio
$206K -$1.42M -17,191 -86%
KIA
1295
Knollwood Investment Advisory
Maryland
$206K
RWG
1296
Regal Wealth Group
California
$206K -$75.8K -919 -25%
MWM
1297
MorganRosel Wealth Management
Colorado
$205K +$20.8K +252 +10%
BIA
1298
Barry Investment Advisors
Massachusetts
$205K -$577 -7 -0.3%
B
1299
Bensler
Washington
$205K -$7.42K -90 -3%
VI
1300
Vestcor Inc
New Brunswick, Canada
$204K +$222K +2,692 New

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.