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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
VF
1401
VitalStone Financial
Texas
$51K +$17.9K +217 +47%
CPG
1402
Cornerstone Planning Group
New Jersey
$50.8K +$31.3K +380 +131%
SN
1403
Sittner & Nelson
Oregon
$50.4K
BCMLT
1404
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K
SC
1405
Stephens Consulting
Michigan
$48.9K +$330 +4 +0.6%
LC
1406
Lindbrook Capital
California
$48.5K -$1.07K -13 -2%
BWAM
1407
Boyd Watterson Asset Management
Ohio
$48K
BWM
1408
Baystate Wealth Management
Massachusetts
$46.5K +$495 +6 +1%
EAM
1409
Eukles Asset Management
Ohio
$44.9K
NIC
1410
Northwest Investment Counselors
Oregon
$44.5K +$4.7K +57 +11%
FWM
1411
Focused Wealth Management
New York
$44.1K -$5.2K -63 -10%
DFA
1412
DHJJ Financial Advisors
Illinois
$43.4K +$47.2K +573 New
CCP
1413
Carmel Capital Partners
California
$42.7K +$46.5K +564 +56,400%
RWPA
1414
Richard W. Paul & Associates
Michigan
$42.1K -$825 -10 -2%
SWM
1415
Sugarloaf Wealth Management
Georgia
$41K +$495 +6 +1%
RCM
1416
Rain Capital Management
Oregon
$37.1K +$495 +6 +1%
OIA
1417
Optimum Investment Advisors
Illinois
$36.7K -$7.26K -88 -15%
CSC
1418
Caldwell Sutter Capital
California
$36.3K
CWM
1419
CarsonAllaria Wealth Management
Illinois
$36.2K +$39.4K +478 New
FCA
1420
FinTrust Capital Advisors
South Carolina
$34K
TVWM
1421
Tower View Wealth Management
Wisconsin
$34K +$3.96K +48 +12%
HFS
1422
Hantz Financial Services
Michigan
$34K +$10.7K +130 +41%
KFS
1423
Kelly Financial Services
Massachusetts
$33.6K -$330 -4 -0.9%
GIA
1424
GHP Investment Advisors
Colorado
$32.8K
PK
1425
Pflug Koory
Nebraska
$31.1K +$247 +3 +0.7%

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.