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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
VDBMI
1376
Van Den Berg Management I
Texas
$127K +$11.1K +135 +10%
SFFS
1377
Stonehage Fleming Financial Services
Jersey
$124K +$127K +1,550 New
SSG
1378
Summit Securities Group
New York
$121K +$94.1K +1,149 +383%
RI
1379
Ridgewood Investments
New Jersey
$117K +$3.03K +37 +3%
CFFP
1380
Center for Financial Planning
Michigan
$116K
EBA
1381
Eagle Bay Advisors
New York
$115K
VCM
1382
Vigilant Capital Management
Maine
$109K
FFA
1383
Founders Financial Alliance
North Carolina
$109K -$4.01K -49 -4%
PPC
1384
Park Place Capital
Alabama
$108K +$2.46K +30 +2%
TFA
1385
Toth Financial Advisory
Virginia
$107K -$137K -1,670 -57%
ODG
1386
O'Dell Group
Ohio
$105K +$103K +1,257 New
AF
1387
Advisornet Financial
Minnesota
$105K
BWP
1388
Baldwin Wealth Partners
Massachusetts
$98K -$3.85K -47 -4%
MWM
1389
Mascoma Wealth Management
New Hampshire
$97.6K -$201K -2,448 -68%
AIA
1390
Armor Investment Advisors
North Carolina
$96.5K
USB
1391
Union Savings Bank
Connecticut
$94.2K +$90.5K +1,105 New
MFA
1392
Morling Financial Advisors
California
$92K +$78.1K +953 +640%
CSB
1393
City State Bank
Iowa
$91K -$29.8K -364 -25%
Citadel Advisors
1394
Citadel Advisors
Florida
$90.1K +$88.3K +1,078 New
PGAM
1395
Princeton Global Asset Management
New Jersey
$89.3K -$3.69K -45 -4%
BAM
1396
Bellevue Asset Management
Washington
$89.1K -$1.64K -20 -2%
JHCP
1397
Jackson Hole Capital Partners
Oklahoma
$87.9K
CIA
1398
Choate Investment Advisors
Massachusetts
$87.7K
GCM
1399
Garland Capital Management
Washington
$87.7K -$4.1K -50 -5%
BWL
1400
Bogart Wealth LLC
Virginia
$84.8K -$24.2K -295 -23%

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.