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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
SFC
1526
SYM Financial Corp
Indiana
$5.01K +$1.97K +24 +67%
RDFA
1527
Ritter Daniher Financial Advisory
Ohio
$4.76K +$4.67K +57 New
CWP
1528
Concord Wealth Partners
Virginia
$4.44K +$492 +6 +13%
JWM
1529
Janiczek Wealth Management
Colorado
$4.43K
LOIP
1530
Live Oak Investment Partners
Texas
$3.76K
GI
1531
GS Investments
Minnesota
$3.59K
BBHC
1532
Brown Brothers Harriman & Co
New York
$3.5K -$74.4K -908 -96%
MFG
1533
Mendota Financial Group
Wisconsin
$3.43K
HWM
1534
HighMark Wealth Management
Minnesota
$3.04K -$7.46K -91 -72%
HCA
1535
Heck Capital Advisors
Wisconsin
$2.59K
PCA
1536
Providence Capital Advisors
North Carolina
$2.34K
GWMIA
1537
Global Wealth Management Investment Advisory
Florida
$2.34K +$2.29K +28 New
Russell Investments Group
1538
Russell Investments Group
United Kingdom
$2.14K +$2.13K +26 New
FMP
1539
Financial Management Professionals
Texas
$2K -$17.2K -210 -91%
BBPWM
1540
Blue Bell Private Wealth Management
Pennsylvania
$1.92K
SAG
1541
Spotlight Asset Group
Illinois
$1.5K +$1.48K +18 New
NMG
1542
New Millennium Group
Utah
$1.09K -$14K -171 -93%
Allianz Asset Management
1543
Allianz Asset Management
Germany
$1.09K -$82 -1 -7%
IFAM
1544
Institutional & Family Asset Management
Colorado
$1.09K
EA
1545
Evolution Advisers
Virginia
$1K
VWM
1546
Venturi Wealth Management
Texas
$921 +$901 +11 New
KA
1547
Kozak & Associates
Colorado
$759 +$737 +9 New
VAG
1548
VisionPoint Advisory Group
Texas
$501 +$492 +6 New
AA
1549
Addison Advisors
Vermont
$347
FCAS
1550
First Command Advisory Services
Texas
$334

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.