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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
SIG
1301
Sargent Investment Group
Maryland
$227K +$223K +2,721 New
KIA
1302
Knollwood Investment Advisory
Maryland
$227K
KFGK
1303
Keystone Financial Group (Kentucky)
Kentucky
$227K +$222K +2,715 New
QCIG
1304
Quad-Cities Investment Group
Iowa
$226K -$14.9K -182 -6%
API
1305
Advisor Partners II
California
$226K +$221K +2,703 New
CTA
1306
Chesley Taft & Associates
Illinois
$225K
BWM
1307
Blossom Wealth Management
California
$223K +$9.34K +114 +4%
BlackRock
1308
BlackRock
New York
$222K -$32.7M -399,693 -99%
WP
1309
Westmount Partners
California
$222K -$37.9K -463 -15%
BWM
1310
BNC Wealth Management
Oregon
$221K
WFA
1311
Wellspring Financial Advisors
Ohio
$221K -$1.29M -15,765 -86%
ONST
1312
Old North State Trust
North Carolina
$221K
BWA
1313
Beam Wealth Advisors
Louisiana
$220K +$216K +2,635 New
CT
1314
Colonial Trust
South Carolina
$219K -$492 -6 -0.2%
AWA
1315
Arkadios Wealth Advisors
Georgia
$219K -$122K -1,495 -36%
SHFA
1316
SC&H Financial Advisors
Maryland
$218K -$5.98K -73 -3%
SVWAG
1317
Sound View Wealth Advisors Group
Georgia
$217K +$3.44K +42 +2%
PFG
1318
PAX Financial Group
Texas
$216K +$983 +12 +0.5%
CHJWM
1319
Carlton Hofferkamp & Jenks Wealth Management
Texas
$213K
ASBI
1320
American State Bank (Iowa)
Iowa
$213K
RWM
1321
RBA Wealth Management
California
$212K -$3.69K -45 -2%
QT
1322
Quantbot Technologies
New York
$211K -$46.9K -572 -18%
CC
1323
Courier Capital
New York
$209K -$26.8K -327 -12%
GWA
1324
GGM Wealth Advisors
Maryland
$208K +$200K +2,440 New
GWM
1325
Gray Wealth Management
Maine
$208K

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.