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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
CSB
1376
City State Bank
Iowa
$75K -$8.24K -100 -9%
FCMT
1377
Founders Capital Management (Texas)
Texas
$71.9K
PWMG
1378
Provence Wealth Management Group
California
$71.6K +$78K +946 New
PCM
1379
Perritt Capital Management
Illinois
$71.1K
CIAS
1380
Capital Investment Advisory Services
North Carolina
$70.1K +$165 +2 +0.2%
BSWA
1381
Bromfield Sneider Wealth Advisors
Massachusetts
$68.6K
KOCAA
1382
Knights of Columbus Asset Advisors
Connecticut
$65.9K
JHCP
1383
Jackson Hole Capital Partners
Oklahoma
$65.8K -$15.1K -183 -17%
NF
1384
Norwood Financial
Pennsylvania
$65.7K
WTA
1385
Washington Trust Advisors
Massachusetts
$64.8K
CFB
1386
Cullen/Frost Bankers
Texas
$64.5K
EWM
1387
EPG Wealth Management
Georgia
$62.9K +$330 +4 +0.5%
First Manhattan
1388
First Manhattan
New York
$59.7K +$65.1K +789 New
FAM
1389
Family Asset Management
South Carolina
$58.9K -$9.4K -114 -13%
CT
1390
Clearstead Trust
Maine
$58K
MTIC
1391
Missouri Trust & Investment Company
Missouri
$56.4K
CB
1392
CNB Bank
Pennsylvania
$55.1K +$4.37K +53 +8%
CAS
1393
Coppell Advisory Solutions
Texas
$54.7K -$2.23K -27 -4%
TWC
1394
TD Waterhouse Canada
Ontario, Canada
$54.5K +$5.61K +68 +10%
SC
1395
Solstein Capital
California
$54.5K
CWM
1396
Cedar Wealth Management
California
$54.4K +$34.6K +420 +140%
CCM
1397
Chilton Capital Management
Texas
$53.6K -$125K -1,522 -68%
FDCDDQ
1398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53K
BWL
1399
Bogart Wealth LLC
Virginia
$52.1K -$27K -327 -32%
CT
1400
Cambridge Trust
Massachusetts
$51.3K

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.