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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
CAS
1426
Coppell Advisory Solutions
Texas
$57.3K +$56.5K +690 New
CT
1427
Cambridge Trust
Massachusetts
$56.7K -$29.3K -358 -35%
CB
1428
CNB Bank
Pennsylvania
$56.4K
TWC
1429
TD Waterhouse Canada
Ontario, Canada
$56.2K +$4.18K +51 +8%
SN
1430
Sittner & Nelson
Oregon
$55.7K
LC
1431
Lindbrook Capital
California
$54.6K -$6.06K -74 -10%
NL
1432
NVWM LLC
Pennsylvania
$54.5K -$49.6K -605 -48%
FWM
1433
Focused Wealth Management
New York
$54K
SC
1434
Stephens Consulting
Michigan
$53.6K -$324K -3,953 -86%
BWAM
1435
Boyd Watterson Asset Management
Ohio
$53K
NFSG
1436
Newbridge Financial Services Group
Florida
$51.2K -$4.67K -57 -9%
BWM
1437
Baystate Wealth Management
Massachusetts
$50.9K +$9.83K +120 +25%
BCMLT
1438
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K
PG
1439
Proffitt & Goodson
Tennessee
$49.6K -$573 -7 -1%
EAM
1440
Eukles Asset Management
Ohio
$49.5K -$3.19K -39 -6%
OIA
1441
Optimum Investment Advisors
Illinois
$47.9K -$6.14K -75 -12%
RWPA
1442
Richard W. Paul & Associates
Michigan
$47.4K -$3.28K -40 -7%
SWM
1443
Sugarloaf Wealth Management
Georgia
$44.8K +$82 +1 +0.2%
NIC
1444
Northwest Investment Counselors
Oregon
$44.4K
RCM
1445
Rain Capital Management
Oregon
$40.6K
CSC
1446
Caldwell Sutter Capital
California
$40.1K +$39.3K +480 New
VF
1447
VitalStone Financial
Texas
$39K +$37.7K +460 New
GI
1448
Gradient Investments
Minnesota
$37.8K -$82 -1 -0.2%
EWM
1449
Evermay Wealth Management
Virginia
$37.7K -$3.85K -47 -9%
KFS
1450
Kelly Financial Services
Massachusetts
$37.4K +$573 +7 +2%

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.