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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
FMP
1501
Financial Management Professionals
Texas
$4K +$2.47K +30 +150%
RF
1502
Robinswood Financial
Washington
$3.8K +$4.12K +50 New
WWMSC
1503
Wagner Wealth Management (South Carolina)
South Carolina
$3.63K -$14.5K -176 -79%
LOIP
1504
Live Oak Investment Partners
Texas
$3.4K
GI
1505
GS Investments
Minnesota
$3.25K
MFG
1506
Mendota Financial Group
Wisconsin
$3.1K
HWM
1507
HighMark Wealth Management
Minnesota
$2.79K +$82 +1 +3%
HCA
1508
Heck Capital Advisors
Wisconsin
$2.35K
GWMIA
1509
Global Wealth Management Investment Advisory
Florida
$2.12K
PCA
1510
Providence Capital Advisors
North Carolina
$2.12K
CA
1511
Centerpoint Advisors
Massachusetts
$2K +$2.56K +31 New
BBPWM
1512
Blue Bell Private Wealth Management
Pennsylvania
$1.74K
BBHC
1513
Brown Brothers Harriman & Co
New York
$1.51K -$1.24K -15 -43%
OHWP
1514
Oak Harbor Wealth Partners
North Carolina
$1.36K -$32.2K -390 -96%
SAG
1515
Spotlight Asset Group
Illinois
$1.36K
EA
1516
Evolution Advisers
Virginia
$1K
Allianz Asset Management
1517
Allianz Asset Management
Germany
$984
IFAM
1518
Institutional & Family Asset Management
Colorado
$984
ICM
1519
Intrepid Capital Management
Florida
$908 -$155K -1,878 -99%
Russell Investments Group
1520
Russell Investments Group
United Kingdom
$449 -$1.65K -20 -77%
AA
1521
Addison Advisors
Vermont
$317
RP
1522
Rice Partnership
Hawaii
$246 -$33.4K -405 -99%
SPWM
1523
Spartan Planning & Wealth Management
North Carolina
$227 +$247 +3 New
WWP
1524
WR Wealth Planners
Missouri
$151
SWA
1525
Sutton Wealth Advisors
Florida
$76

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.