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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
JEST
1401
JTC Employer Solutions Trustee
Jersey
$84K
WP
1402
WealthPLAN Partners
Nebraska
$83.3K -$7.87K -96 -9%
NBT
1403
Northwest Bank & Trust
Iowa
$82.3K +$80.7K +985 New
TAM
1404
Townsend Asset Management
North Carolina
$81K
HBW
1405
Hazlett, Burt & Watson
West Virginia
$81K +$2.62K +32 +3%
FCMT
1406
Founders Capital Management (Texas)
Texas
$79.4K
ECM
1407
Elgethun Capital Management
South Dakota
$78.7K -$492 -6 -0.6%
PCM
1408
Perritt Capital Management
Illinois
$78.5K -$78.2K -954 -50%
CIAS
1409
Capital Investment Advisory Services
North Carolina
$77.2K -$17.6K -215 -19%
BSWA
1410
Bromfield Sneider Wealth Advisors
Massachusetts
$75.7K
FA
1411
Faithward Advisors
Pennsylvania
$75.2K +$901 +11 +1%
FAM
1412
Family Asset Management
South Carolina
$74.5K +$9.42K +115 +15%
KOCAA
1413
Knights of Columbus Asset Advisors
Connecticut
$72.8K +$410 +5 +0.6%
NF
1414
Norwood Financial
Pennsylvania
$72.6K
WTA
1415
Washington Trust Advisors
Massachusetts
$71.5K -$5.9K -72 -8%
CFB
1416
Cullen/Frost Bankers
Texas
$71.3K +$46.3K +565 +196%
EWM
1417
EPG Wealth Management
Georgia
$69.1K
CT
1418
Clearstead Trust
Maine
$64K
MTIC
1419
Missouri Trust & Investment Company
Missouri
$62.3K +$9.83K +120 +19%
CG
1420
Cutler Group
California
$62K
PP
1421
Pacifica Partners
Canada
$60.8K
PI
1422
PEAK6 Investments
Illinois
$60.3K +$58.6K +715 +10,214%
SC
1423
Solstein Capital
California
$60.2K
MAWA
1424
Moss Adams Wealth Advisors
Washington
$58.6K
FDCDDQ
1425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5K

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.