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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
AGWCA
1426
Annis Gardner Whiting Capital Advisors
Florida
$31.1K +$33.7K +409 New
KSWA
1427
Kathleen S. Wright Associates
Pennsylvania
$30.3K
AFG
1428
Albion Financial Group
Utah
$29.9K
CICI
1429
Capital Investment Counsel Inc
North Carolina
$29.7K +$32.3K +392 New
IRC
1430
Investors Research Corp
Georgia
$29.6K +$742 +9 +2%
HBW
1431
Hazlett, Burt & Watson
West Virginia
$28K -$49.1K -596 -62%
PFA
1432
Pathway Financial Advisers
Indiana
$27.3K +$29.7K +360 New
BWS
1433
Buck Wealth Strategies
Colorado
$27.2K +$29.7K +360 New
ATC
1434
Adirondack Trust Company
New York
$26.5K
KC
1435
Kenfarb & Co
Kentucky
$26.1K
SVCP
1436
Silicon Valley Capital Partners
California
$25.6K +$330 +4 +1%
GI
1437
Gradient Investments
Minnesota
$25.6K -$9.4K -114 -25%
APC
1438
Aspire Private Capital
North Carolina
$25.3K +$8.33K +101 +43%
FDCC
1439
Foster Dykema Cabot & Co
Massachusetts
$25K
WBC
1440
West Branch Capital
Massachusetts
$25K
EBA
1441
Eagle Bay Advisors
New York
$24.9K -$86.6K -1,050 -76%
IWP
1442
IAG Wealth Partners
Wisconsin
$24.4K
AC
1443
AlphaCore Capital
California
$23.9K +$165 +2 +0.6%
SS
1444
Sunbelt Securities
Texas
$23.6K +$2.64K +32 +11%
CTA
1445
Colonial Trust Advisors
South Carolina
$23.6K
SSG
1446
Summit Securities Group
New York
$23K -$94.7K -1,149 -79%
GKIM
1447
GW&K Investment Management
Massachusetts
$23K
NFSG
1448
Newbridge Financial Services Group
Florida
$22.7K -$25.8K -313 -51%
PA
1449
PSI Advisors
Florida
$21.7K
VAG
1450
VisionPoint Advisory Group
Texas
$21K +$22.4K +272 +4,533%

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.