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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
LWM
1601
LJI Wealth Management
Indiana
-$201K -2,410 Closed
MC
1602
Moors & Cabot
Massachusetts
-$201K -2,404 Closed
SWP
1603
Strategic Wealth Partners
Ohio
-$201K -2,403 Closed
Bank of Nova Scotia
1604
Bank of Nova Scotia
Ontario, Canada
-$201K -2,402 Closed
SFC
1605
Strategic Financial Concepts
Texas
-$200K -2,399 Closed
OAM
1606
Oak Asset Management
California
-$200K -2,398 Closed
STA
1607
Summit Trail Advisors
New York
-$202K -2,396 Closed
BCG
1608
Breakwater Capital Group
New Jersey
-$200K -2,394 Closed
DCM
1609
Dupont Capital Management
Delaware
-$180K -2,153 Closed
LSA
1610
Lion Street Advisors
Texas
-$230K -2,107 Closed
IGWM
1611
ICA Group Wealth Management
Colorado
-$142K -1,697 Closed
RI
1612
Ridgewood Investments
New Jersey
-$117K -1,404 Closed
ODG
1613
O'Dell Group
Ohio
-$105K -1,257 Closed
WP
1614
WealthPLAN Partners
Nebraska
-$83.3K -997 Closed
CG
1615
Cutler Group
California
-$61.4K -745 Closed
PI
1616
PEAK6 Investments
Illinois
-$59.5K -722 Closed
NL
1617
NVWM LLC
Pennsylvania
-$54.5K -645 Closed
PP
1618
PrairieView Partners
Minnesota
-$21K -259 Closed
AP
1619
Arlington Partners
Alabama
-$8.36K -100 Closed
WPA
1620
West Paces Advisors
Georgia
-$7.94K -95 Closed
TFP
1621
Tilia Fiduciary Partners
North Carolina
-$6.52K -78 Closed
RDFA
1622
Ritter Daniher Financial Advisory
Ohio
-$4.76K -57 Closed
NMG
1623
New Millennium Group
Utah
-$1.09K -13 Closed
VWM
1624
Venturi Wealth Management
Texas
-$921 -11 Closed
KA
1625
Kozak & Associates
Colorado
-$759 -9 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.