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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
SWA
1476
SOA Wealth Advisors
New York
$24.3K -$7.62K -93 -24%
CPG
1477
Cornerstone Planning Group
New Jersey
$24.3K +$23.8K +291 New
PA
1478
PSI Advisors
Florida
$24K -$6.72K -82 -22%
SS
1479
Sunbelt Securities
Texas
$23.4K +$6.55K +80 +40%
RFA
1480
Resurgent Financial Advisors
Georgia
$22.3K -$82 -1 -0.4%
PP
1481
PrairieView Partners
Minnesota
$21K
APC
1482
Aspire Private Capital
North Carolina
$19.6K
BLC
1483
Brown, Lisle/Cummings
Rhode Island
$19.6K +$5.33K +65 +38%
WWMSC
1484
Wagner Wealth Management (South Carolina)
South Carolina
$18.8K +$3.93K +48 +27%
Macquarie Group
1485
Macquarie Group
Australia
$18K +$11.5K +140 +200%
CMP
1486
Coston McIsaac & Partners
Maine
$17K -$410 -5 -2%
MIFH
1487
Migdal Insurance & Financial Holdings
Israel
$17K
SIS
1488
Strategic Investment Solutions
Illinois
$16.8K
Nomura Asset Management
1489
Nomura Asset Management
Japan
$16.7K
DCBT
1490
Dakota Community Bank & Trust
North Dakota
$16.6K
ZB
1491
Zions Bancorporation
Utah
$16.3K
CAM
1492
Chesapeake Asset Management
New York
$16.3K
HI
1493
Hoey Investments
Pennsylvania
$15.5K
HWP
1494
Highline Wealth Partners
California
$15.1K
FMTCOCP
1495
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
POIA
1496
Pin Oak Investment Advisors
Texas
$15K
ICM
1497
Islay Capital Management
Texas
$14.5K
ACA
1498
Atlas Capital Advisors
Wyoming
$13.5K -$50.3K -614 -79%
BG
1499
Bollard Group
Massachusetts
$13K
UIA
1500
Ulland Investment Advisors
Minnesota
$13K +$819 +10 +7%

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.