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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
SFC
1476
SYM Financial Corp
Indiana
$10.9K +$6.93K +84 +140%
SA
1477
SRH Advisors
Kansas
$10.1K
VWM
1478
Valley Wealth Managers
New Jersey
$10.1K
BC
1479
Belmont Capital
California
$9.84K
SCA
1480
Stonebridge Capital Advisors
Minnesota
$9.46K
WOSD
1481
WFA of San Diego
California
$9.46K
DAM
1482
Delta Asset Management
Tennessee
$8.85K +$82 +1 +0.9%
GFPC
1483
Global Financial Private Client
Florida
$8.84K
FRA
1484
Front Row Advisors
California
$8.17K
CP
1485
Castleview Partners
Texas
$8.07K
Macquarie Group
1486
Macquarie Group
Australia
$8.04K +$39.2K +476 +227%
AWM
1487
Aspire Wealth Management
Massachusetts
$7.71K +$82 +1 +1%
OLVIG
1488
Oliver Lagore Vanvalin Investment Group
Michigan
$7.64K -$16.2K -197 -66%
PAIM
1489
Punch & Associates Investment Management
Minnesota
$7.19K
EL
1490
EMFO LLC
Florida
$7.11K
MIM
1491
MTM Investment Management
South Carolina
$6.43K
PP
1492
PFS Partners
New Jersey
$6.35K +$82 +1 +1%
LB
1493
Legacy Bridge
Iowa
$6.21K
GWSG
1494
GPS Wealth Strategies Group
Colorado
$5.95K +$82 +1 +1%
RL
1495
Rogco LP
Oklahoma
$5.45K +$5.94K +72 New
FMB
1496
Field & Main Bank
Kentucky
$5.22K
PMFA
1497
Plante Moran Financial Advisors
Michigan
$5.07K -$1.24K -15 -18%
AWA
1498
Authentikos Wealth Advisory
California
$4.92K +$5.36K +65 New
CWP
1499
Concord Wealth Partners
Virginia
$4.04K
JWM
1500
Janiczek Wealth Management
Colorado
$4.01K

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.