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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
AIC
1326
Archer Investment Corporation
Indiana
$147K -$19.5K -236 -11%
TFA
1327
Toth Financial Advisory
Virginia
$146K +$53K +643 +50%
SL
1328
Salomon & Ludwin
Virginia
$144K +$157K +1,904 New
HR
1329
Howe & Rusling
New York
$144K
OC
1330
Oakworth Capital
Alabama
$142K +$13.7K +166 +10%
IF
1331
Integrity Financial
Wyoming
$140K +$742 +9 +0.5%
Zurich Cantonal Bank
1332
Zurich Cantonal Bank
Switzerland
$136K
RMC
1333
Resources Management Corp
Connecticut
$136K -$12.4K -150 -8%
HB
1334
Horizon Bancorp
Indiana
$134K +$5.94K +72 +4%
PIA
1335
Powell Investment Advisors
Florida
$133K
CIA
1336
Cape Investment Advisory
Georgia
$131K +$115K +1,400 +424%
ACA
1337
Aptus Capital Advisors
Alabama
$130K
HGERS
1338
Householder Group Estate & Retirement Specialist
Arizona
$130K +$141K +1,714 New
LWANC
1339
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K -$49.5K -600 -26%
GWANC
1340
Guardian Wealth Advisors (North Carolina)
North Carolina
$127K
AIA
1341
Armor Investment Advisors
North Carolina
$125K +$41.2K +500 +43%
LWA
1342
Lowe Wealth Advisors
Maryland
$122K -$3.3K -40 -2%
OSNBOA
1343
Old Second National Bank of Aurora
Illinois
$120K -$2.03M -24,594 -94%
RG
1344
Retirement Group
California
$120K +$4.37K +53 +3%
S
1345
SignatureFD
Georgia
$119K +$1.57K +19 +1%
SFFS
1346
Stonehage Fleming Financial Services
Jersey
$117K
RA
1347
Rise Advisors
New York
$116K -$71.2K -863 -36%
TSWM
1348
Tyler-Stone Wealth Management
Ohio
$112K -$21.2K -257 -15%
PG
1349
Proffitt & Goodson
Tennessee
$111K +$72.3K +877 +148%
VDBMI
1350
Van Den Berg Management I
Texas
$111K -$4.29K -52 -3%

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.