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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
AC
1601
Avestar Capital
New York
-$356K -4,289 Closed
HPM
1602
Hoxton Planning & Management
West Virginia
-$353K -4,247 Closed
SCM
1603
Sebold Capital Management
Illinois
-$343K -4,129 Closed
CWM
1604
Collaborative Wealth Management
Florida
-$331K -3,987 Closed
LWMNY
1605
Landmark Wealth Management (New York)
New York
-$320K -3,849 Closed
BAM
1606
Berkshire Asset Management
Pennsylvania
-$317K -3,822 Closed
WEG
1607
World Equity Group
Illinois
-$287K -3,757 Closed
OWP
1608
Obermeyer Wealth Partners
Colorado
-$301K -3,625 Closed
TBC
1609
Ted Buchan & Co
California
-$294K -3,536 Closed
SFB
1610
STAR Financial Bank
Indiana
-$269K -3,241 Closed
TI
1611
Trexquant Investment
Connecticut
-$267K -3,213 Closed
SIM
1612
Stratos Investment Management
Ohio
-$266K -3,207 Closed
RCA
1613
Riverview Capital Advisers
Massachusetts
-$257K -3,092 Closed
SBH
1614
Segall Bryant & Hamill
Illinois
-$250K -3,021 Closed
CW
1615
Channel Wealth
California
-$248K -2,984 Closed
BIAS
1616
Beacon Investment Advisory Services
New Jersey
-$247K -2,970 Closed
AP
1617
Appleton Partners
Massachusetts
-$243K -2,930 Closed
NEWAS
1618
N.E.W. Advisory Services
Wisconsin
-$239K -2,882 Closed
TLFA
1619
True Link Financial Advisors
California
-$237K -2,851 Closed
CPA
1620
Capital Planning Advisors
California
-$225K -2,713 Closed
WFA
1621
WMG Financial Advisors
Tennessee
-$225K -2,711 Closed
JBA
1622
Johnson Bixby & Associates
Washington
-$223K -2,686 Closed
RMCM
1623
Reynders McVeigh Capital Management
Massachusetts
-$219K -2,639 Closed
GCP
1624
GSA Capital Partners
United Kingdom
-$218K -2,623 Closed
AC
1625
Addison Capital
Pennsylvania
-$215K -2,593 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.