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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
RFA
1451
Resurgent Financial Advisors
Georgia
$20.4K +$247 +3 +1%
VCM
1452
Versant Capital Management
Arizona
$19.5K +$15.3K +185 +253%
SWA
1453
SOA Wealth Advisors
New York
$19.2K -$3.05K -37 -13%
BAM
1454
Byrne Asset Management
New Jersey
$19K -$4.12K -50 -17%
TAM
1455
Townsend Asset Management
North Carolina
$17.8K -$60.5K -734 -76%
BLC
1456
Brown, Lisle/Cummings
Rhode Island
$17.7K
EWM
1457
Evermay Wealth Management
Virginia
$17.2K -$18.2K -221 -49%
ICM
1458
Islay Capital Management
Texas
$15.7K +$2.89K +35 +20%
Nomura Asset Management
1459
Nomura Asset Management
Japan
$15.1K
DCBT
1460
Dakota Community Bank & Trust
North Dakota
$15.1K
CMP
1461
Coston McIsaac & Partners
Maine
$15K
MIFH
1462
Migdal Insurance & Financial Holdings
Israel
$15K
ZB
1463
Zions Bancorporation
Utah
$14.8K
OP
1464
ORG Partners
Indiana
$14.4K -$8.41K -102 -35%
POIA
1465
Pin Oak Investment Advisors
Texas
$14K
CAM
1466
Chesapeake Asset Management
New York
$14K -$825 -10 -5%
HWP
1467
Highline Wealth Partners
California
$13.7K
FMTCOCP
1468
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
UIA
1469
Ulland Investment Advisors
Minnesota
$13K +$825 +10 +6%
HI
1470
Hoey Investments
Pennsylvania
$12.9K -$1.15K -14 -8%
TAM
1471
Tucker Asset Management
Colorado
$12.7K +$5.03K +61 +57%
FGA
1472
Fortis Group Advisors
New Jersey
$12.6K +$13.8K +167 New
ACA
1473
Atlas Capital Advisors
Wyoming
$12.2K
ERSOT
1474
Employees Retirement System of Texas
Texas
$12K
BG
1475
Bollard Group
Massachusetts
$12K +$165 +2 +1%

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.