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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
CTA
1301
Chesley Taft & Associates
Illinois
$204K
BWM
1302
Blossom Wealth Management
California
$203K +$1.32K +16 +0.6%
WP
1303
Westmount Partners
California
$202K +$1.9K +23 +0.9%
SVWAG
1304
Sound View Wealth Advisors Group
Georgia
$201K +$5.44K +66 +3%
BWM
1305
BNC Wealth Management
Oregon
$201K +$165 +2 +0.1%
WFA
1306
Wellspring Financial Advisors
Ohio
$201K +$165 +2 +0.1%
ONST
1307
Old North State Trust
North Carolina
$200K
RW
1308
RVW Wealth
California
$199K -$44.4K -538 -17%
CT
1309
Colonial Trust
South Carolina
$196K -$2.8K -34 -1%
MHR
1310
Matthew Hamilton Rosenberg
$195K +$9.48K +115 +5%
ASBI
1311
American State Bank (Iowa)
Iowa
$193K
GA
1312
GoalVest Advisory
New York
$191K +$3.71K +45 +2%
VNA
1313
Valley National Advisers
Pennsylvania
$185K +$1.73K +21 +0.9%
EW
1314
Element Wealth
Mississippi
$180K
AAG
1315
Armstrong Advisory Group
Massachusetts
$180K -$308K -3,741 -61%
AWA
1316
Alaska Wealth Advisors
Alaska
$178K -$2.97K -36 -2%
C
1317
Covestor
United Kingdom
$173K -$2.23K -27 -1%
HFS
1318
HBC Financial Services
Washington
$172K
OA
1319
Operose Advisors
Wisconsin
$169K +$185K +2,240 New
TFGT
1320
TS Financial Group (TSFG)
Illinois
$163K -$2.64K -32 -1%
BA
1321
Ballast Advisors
Minnesota
$156K +$8.08K +98 +5%
SMA
1322
Sage Mountain Advisors
Georgia
$156K +$1.24K +15 +0.7%
MWA
1323
Moser Wealth Advisors
Washington
$151K
QT
1324
Quantbot Technologies
New York
$150K -$45.3K -549 -22%
AF
1325
Advisornet Financial
Minnesota
$148K +$57.8K +701 +56%

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.