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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
WWP
1551
WR Wealth Planners
Missouri
$167 +$164 +2 New
IA
1552
IFS Advisors
Kansas
$155
WOC
1553
West Oak Capital
California
$90 -$87.7K -1,070 -100%
CCP
1554
Carmel Capital Partners
California
$84 -$46.7K -570 -100%
SWA
1555
Sutton Wealth Advisors
Florida
$84
2L
1556
25 LLC
Missouri
$2
MTWSIF
1557
Mivtachim The Workers Social Insurance Fund
Israel
-$301M -3,629,854 Closed
MYLI
1558
Meiji Yasuda Life Insurance
Japan
-$117M -1,406,900 Closed
Two Sigma Advisers
1559
Two Sigma Advisers
New York
-$35.4M -426,100 Closed
Balyasny Asset Management
1560
Balyasny Asset Management
Illinois
-$18.8M -226,631 Closed
FBFS
1561
First Business Financial Services
Wisconsin
-$16M -193,195 Closed
HF
1562
HRT Financial
New York
-$13M -156,080 Closed
BGDI
1563
BW Gestao de Investimentos
Brazil
-$10.3M -124,050 Closed
Point72 Asset Management
1564
Point72 Asset Management
Connecticut
-$8.06M -97,110 Closed
BC
1565
Brookfield Corp
Ontario, Canada
-$8.06M -97,008 Closed
OMC
1566
Old Mission Capital
Illinois
-$7.74M -93,264 Closed
GMA
1567
Glassy Mountain Advisors
Maryland
-$5.82M -70,034 Closed
SWG
1568
Summit Wealth Group
Vermont
-$1K -66,598 Closed
Mirae Asset Global Investments
1569
Mirae Asset Global Investments
South Korea
-$3.95M -47,625 Closed
HFRG
1570
Houlihan Financial Resource Group
Virginia
-$3.1M -37,300 Closed
MWP
1571
MYCIO Wealth Partners
Pennsylvania
-$2.67M -32,193 Closed
Hudson Bay Capital Management
1572
Hudson Bay Capital Management
Connecticut
-$2.66M -32,000 Closed
TCM
1573
Twele Capital Management
Minnesota
-$2.62M -31,500 Closed
OFS
1574
Oldfather Financial Services
Nebraska
-$1.83M -22,080 Closed
GA
1575
Greenspring Advisors
Maryland
-$1.65M -19,819 Closed

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.