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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
TF
1501
TimeScale Financial
Massachusetts
$11.6K
SA
1502
SRH Advisors
Kansas
$11.1K
VWM
1503
Valley Wealth Managers
New Jersey
$11.1K -$4.01K -49 -27%
BC
1504
Belmont Capital
California
$10.9K
SCA
1505
Stonebridge Capital Advisors
Minnesota
$10.4K
WOSD
1506
WFA of San Diego
California
$10.4K +$10.2K +125 New
GFPC
1507
Global Financial Private Client
Florida
$10K +$9.18K +112 +1,600%
DAM
1508
Delta Asset Management
Tennessee
$9.66K
FRA
1509
Front Row Advisors
California
$9K
TAM
1510
Tucker Asset Management
Colorado
$8.94K -$737 -9 -8%
CP
1511
Castleview Partners
Texas
$8.92K
AWM
1512
Aspire Wealth Management
Massachusetts
$8.43K
AP
1513
Arlington Partners
Alabama
$8.36K +$8.19K +100 New
PAIM
1514
Punch & Associates Investment Management
Minnesota
$7.94K
WPA
1515
West Paces Advisors
Georgia
$7.94K
EL
1516
EMFO LLC
Florida
$7.86K
MIM
1517
MTM Investment Management
South Carolina
$7.1K +$3.19K +39 +85%
EWM
1518
Endurance Wealth Management
Rhode Island
$7K
PP
1519
PFS Partners
New Jersey
$6.94K +$6.8K +83 New
LB
1520
Legacy Bridge
Iowa
$6.85K
PMFA
1521
Plante Moran Financial Advisors
Michigan
$6.85K +$3.44K +42 +105%
TFP
1522
Tilia Fiduciary Partners
North Carolina
$6.52K +$4.26K +52 +200%
GWSG
1523
GPS Wealth Strategies Group
Colorado
$6.5K
VCM
1524
Versant Capital Management
Arizona
$6.06K +$5.98K +73 New
FMB
1525
Field & Main Bank
Kentucky
$5.76K

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.