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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
TA
1551
TFB Advisors
Kansas
-$714K -8,539 Closed
ESB
1552
Essex Savings Bank
Connecticut
-$677K -8,097 Closed
LNWWM
1553
Laird Norton Wetherby Wealth Management
California
-$569K -6,815 Closed
DT
1554
Diversified Trust
Tennessee
-$549K -6,575 Closed
FPCG
1555
Forum Private Client Group
Indiana
-$532K -6,367 Closed
AA
1556
Advisory Alpha
Michigan
-$521K -6,233 Closed
CCM
1557
Crew Capital Management
Ohio
-$496K -5,938 Closed
IIC
1558
Integrated Investment Consultants
Michigan
-$456K -5,452 Closed
CIAS
1559
CFS Investment Advisory Services
New Jersey
-$448K -5,362 Closed
FCP
1560
Fidelis Capital Partners
Florida
-$447K -5,344 Closed
VPIM
1561
Vanguard Personalized Indexing Management
California
-$417K -4,994 Closed
HIM
1562
Harbour Investment Management
Washington
-$391K -4,622 Closed
AWP
1563
Abacus Wealth Partners
California
-$374K -4,472 Closed
HP
1564
Hartree Partners
New York
-$355K -4,250 Closed
PCP
1565
Proficio Capital Partners
Massachusetts
-$341K -4,080 Closed
FDS
1566
Freedom Day Solutions
Texas
-$335K -4,013 Closed
CS
1567
Credit Suisse
Switzerland
-$328K -3,924 Closed
RBFC
1568
Roman Butler Fullerton & Co
Missouri
-$330K -3,834 Closed
PCS
1569
Personal CFO Solutions
New Jersey
-$314K -3,762 Closed
RSA
1570
River Street Advisors
Illinois
-$305K -3,653 Closed
SWA
1571
Strategies Wealth Advisors
Michigan
-$290K -3,465 Closed
VC
1572
Veracity Capital
Georgia
-$288K -3,449 Closed
HIP
1573
HUB Investment Partners
Texas
-$278K -3,321 Closed
PSIWM
1574
Paradigm Strategies in Wealth Management
Minnesota
-$270K -3,227 Closed
VWA
1575
V Wealth Advisors
Kansas
-$268K -3,213 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.