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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
GWMI
1526
Guardian Wealth Management (Illinois)
Illinois
$76 +$82 +1 New
TAIM
1527
TD Ameritrade Investment Management
Nebraska
-$75.7M -906,111 Closed
Squarepoint
1528
Squarepoint
New York
-$55.9M -668,737 Closed
QIM
1529
Quantitative Investment Management
Virginia
-$20.5M -245,374 Closed
V
1530
Veritable
Delaware
-$14.7M -175,854 Closed
PWP
1531
Perfromance Wealth Partners
Illinois
-$9.9M -117,113 Closed
PG
1532
Prostatis Group
Maryland
-$1.37M -91,140 Closed
BFS
1533
Bard Financial Services
Connecticut
-$6.93M -82,895 Closed
SCP
1534
Stevens Capital Partners
Nebraska
-$5.2M -62,263 Closed
CCG
1535
Chatham Capital Group
Georgia
-$4.71M -56,413 Closed
FI
1536
Financial Insights
Washington
-$4.7M -56,201 Closed
FAAM
1537
First Ascent Asset Management
Colorado
-$4.11M -49,196 Closed
Walleye Capital
1538
Walleye Capital
New York
-$3.78M -45,192 Closed
EMPI
1539
Elo Mutual Pension Insurance
Finland
-$2.74M -32,750 Closed
CI Investments Inc
1540
CI Investments Inc
Ontario, Canada
-$2.52M -30,208 Closed
First Trust Advisors
1541
First Trust Advisors
Illinois
-$1.99M -23,809 Closed
TCA
1542
Troluce Capital Advisors
Puerto Rico
-$1.67M -20,000 Closed
PA
1543
Procyon Advisors
Connecticut
-$1.49M -17,848 Closed
BMD
1544
Better Money Decisions
New Mexico
-$1.47M -17,590 Closed
PWMG
1545
Pinnacle Wealth Management Group
Michigan
-$1.41M -16,924 Closed
SFG
1546
Steward Financial Group
Texas
-$1.4M -16,753 Closed
S
1547
SimplyRich
California
-$1.3M -15,617 Closed
WAS
1548
Wealth Advisory Solutions
Indiana
-$647K -14,776 Closed
CFP
1549
Curran Financial Partners
South Carolina
-$1.07M -12,849 Closed
CA
1550
Calton & Associates
Florida
-$903K -10,807 Closed

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.