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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
FCA
1451
FinTrust Capital Advisors
South Carolina
$37.1K
GIA
1452
GHP Investment Advisors
Colorado
$36.2K +$35.6K +435 New
PK
1453
Pflug Koory
Nebraska
$34.1K
OHWP
1454
Oak Harbor Wealth Partners
North Carolina
$34.1K
RP
1455
Rice Partnership
Hawaii
$34.1K +$33.4K +408 New
KSWA
1456
Kathleen S. Wright Associates
Pennsylvania
$33.4K
AFG
1457
Albion Financial Group
Utah
$33K
TVWM
1458
Tower View Wealth Management
Wisconsin
$33K -$127K -1,556 -80%
IRC
1459
Investors Research Corp
Georgia
$31.9K
BWM
1460
BerganKDV Wealth Management
Minnesota
$30.1K -$14.2K -173 -32%
ATC
1461
Adirondack Trust Company
New York
$29.8K
KC
1462
Kenfarb & Co
Kentucky
$28.8K
FDCC
1463
Foster Dykema Cabot & Co
Massachusetts
$28K
SVCP
1464
Silicon Valley Capital Partners
California
$27.9K
CIA
1465
Cape Investment Advisory
Georgia
$27.6K
WBC
1466
West Branch Capital
Massachusetts
$27.6K
IWP
1467
IAG Wealth Partners
Wisconsin
$27K +$22.4K +274 +559%
AC
1468
AlphaCore Capital
California
$26.2K +$12.5K +152 +96%
CTA
1469
Colonial Trust Advisors
South Carolina
$26.1K
HFS
1470
Hantz Financial Services
Michigan
$26K
GKIM
1471
GW&K Investment Management
Massachusetts
$25K
BAM
1472
Byrne Asset Management
New Jersey
$25K +$24.6K +300 New
CWM
1473
Cedar Wealth Management
California
$25K -$13.8K -169 -36%
OLVIG
1474
Oliver Lagore Vanvalin Investment Group
Michigan
$24.9K -$82 -1 -0.3%
OP
1475
ORG Partners
Indiana
$24.6K +$23.9K +292 New

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.