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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
TFGT
1351
TS Financial Group (TSFG)
Illinois
$182K -$11.5K -140 -6%
AIC
1352
Archer Investment Corporation
Indiana
$182K -$5.98K -73 -3%
DCM
1353
Dupont Capital Management
Delaware
$180K +$176K +2,153 New
TRCT
1354
Tower Research Capital (TRC)
New York
$178K -$16.9M -205,773 -99%
SMA
1355
Sage Mountain Advisors
Georgia
$171K -$37.4K -457 -18%
MWA
1356
Moser Wealth Advisors
Washington
$167K +$164K +2,000 New
BA
1357
Ballast Advisors
Minnesota
$164K +$8.93K +109 +6%
RMC
1358
Resources Management Corp
Connecticut
$162K +$46.9K +573 +42%
HR
1359
Howe & Rusling
New York
$159K -$3.93K -48 -2%
ICM
1360
Intrepid Capital Management
Florida
$158K +$155K +1,890 New
IF
1361
Integrity Financial
Wyoming
$154K -$4.92K -60 -3%
Zurich Cantonal Bank
1362
Zurich Cantonal Bank
Switzerland
$150K
PIA
1363
Powell Investment Advisors
Florida
$147K
TSWM
1364
Tyler-Stone Wealth Management
Ohio
$146K +$143K +1,742 New
OC
1365
Oakworth Capital
Alabama
$143K -$34.2K -417 -20%
ACA
1366
Aptus Capital Advisors
Alabama
$143K -$23.5K -287 -14%
HB
1367
Horizon Bancorp
Indiana
$142K
IGWM
1368
ICA Group Wealth Management
Colorado
$142K -$20.6K -251 -13%
GWANC
1369
Guardian Wealth Advisors (North Carolina)
North Carolina
$141K
MIM
1370
Macroview Investment Management
Maryland
$139K +$3.93K +48 +3%
LWA
1371
Lowe Wealth Advisors
Maryland
$138K -$21.7K -265 -14%
CFD
1372
Creative Financial Designs
Indiana
$138K -$40.1K -489 -23%
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$133K +$10.2K +125 +9%
S
1374
SignatureFD
Georgia
$130K -$24K -293 -16%
RG
1375
Retirement Group
California
$128K

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.