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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
JSL
1576
JT Stratford LLC
Georgia
-$1.51M -18,227 Closed
FBB
1577
Fulton Breakefield Broenniman
Maryland
-$1.43M -17,207 Closed
JF
1578
Jump Financial
Illinois
-$1.35M -16,291 Closed
CSPAM
1579
Cary Street Partners Asset Management
Virginia
-$1.13M -13,629 Closed
SIC
1580
Sigma Investment Counselors
Michigan
-$987K -11,881 Closed
RFG
1581
Range Financial Group
Oregon
-$942K -11,342 Closed
SCI
1582
Stableford Capital II
Arizona
-$915K -11,090 Closed
BAWC
1583
Boyce & Associates Wealth Consulting
Texas
-$861K -10,444 Closed
TSS
1584
Two Sigma Securities
New York
-$859K -10,350 Closed
HF
1585
Halpern Financial
Virginia
-$855K -10,297 Closed
Simplex Trading
1586
Simplex Trading
Illinois
-$824K -9,933 Closed
BAM
1587
Belpointe Asset Management
Nevada
-$763K -9,194 Closed
LIA
1588
LS Investment Advisors
Michigan
-$761K -9,165 Closed
LSC
1589
Logan Stone Capital
Illinois
-$746K -8,985 Closed
CWA
1590
Capital Wealth Alliance
Arizona
-$702K -8,448 Closed
TCA
1591
Trifecta Capital Advisors
Illinois
-$662K -7,972 Closed
OPWM
1592
Oakwell Private Wealth Management
Texas
-$593K -7,136 Closed
CAGAS
1593
Capital Advisory Group Advisory Services
Minnesota
-$555K -6,686 Closed
Wolverine Trading
1594
Wolverine Trading
Illinois
-$543K -6,678 Closed
BI
1595
Bramshill Investments
Florida
-$553K -6,661 Closed
AWAP
1596
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$545K -6,559 Closed
QFA
1597
Quantum Financial Advisors
California
-$440K -5,293 Closed
LWCFA
1598
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$436K -5,250 Closed
TA
1599
TrueWealth Advisors
Alabama
-$365K -4,392 Closed
BCM
1600
Basso Capital Management
Connecticut
-$363K -4,375 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.