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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
CB
1576
Cadence Bank
Mississippi
-$268K -3,210 Closed
RWM
1577
RKL Wealth Management
Pennsylvania
-$264K -3,163 Closed
SWM
1578
Selective Wealth Management
Virginia
-$264K -3,145 Closed
SFG
1579
SevenBridge Financial Group
Pennsylvania
-$258K -3,082 Closed
GCM
1580
Greenland Capital Management
New York
-$251K -3,000 Closed
AWM
1581
Arista Wealth Management
Nevada
-$250K -2,986 Closed
KL
1582
KilterHowling LLC
Colorado
-$249K -2,975 Closed
ICG
1583
InterOcean Capital Group
Tennessee
-$239K -2,859 Closed
AWM
1584
Aprio Wealth Management
Georgia
-$235K -2,808 Closed
SWM
1585
SigFig Wealth Management
California
-$259K -2,764 Closed
WAM
1586
Weinberger Asset Management
California
-$228K -2,726 Closed
QCIG
1587
Quad-Cities Investment Group
Iowa
-$226K -2,705 Closed
API
1588
Advisor Partners II
California
-$226K -2,703 Closed
AWA
1589
Arkadios Wealth Advisors
Georgia
-$219K -2,618 Closed
SHFA
1590
SC&H Financial Advisors
Maryland
-$218K -2,609 Closed
PFG
1591
PAX Financial Group
Texas
-$216K -2,587 Closed
CHJWM
1592
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$213K -2,570 Closed
RWM
1593
RBA Wealth Management
California
-$212K -2,532 Closed
CC
1594
Courier Capital
New York
-$209K -2,500 Closed
GWM
1595
Gray Wealth Management
Maine
-$208K -2,490 Closed
ACM
1596
AUA Capital Management
Pennsylvania
-$206K -2,467 Closed
GWA
1597
GGM Wealth Advisors
Maryland
-$208K -2,440 Closed
PWA
1598
Pillar Wealth Advisors
Pennsylvania
-$203K -2,428 Closed
IWA
1599
IVC Wealth Advisors
Pennsylvania
-$203K -2,425 Closed
TC
1600
TAGStone Capital
North Carolina
-$205K -2,425 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.