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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
FCG
1651
Financial Connections Group
California
-$23K -282 Closed
MFG
1652
Monumental Financial Group
Maryland
-$21K -254 Closed
PCM
1653
Pointe Capital Management
Michigan
-$16.6K -200 Closed
BCV
1654
Banque Cantonale Vaudoise
Switzerland
-$15K -183 Closed
JGCM
1655
Joseph Group Capital Management
Ohio
-$8.88K -107 Closed
NECFA
1656
New England Capital Financial Advisors
Connecticut
-$8.55K -103 Closed
WIM
1657
WealthPlan Investment Management
Nebraska
-$6.96K -84 Closed
DAC
1658
Dividend Assets Capital
South Carolina
-$5K -61 Closed
SGC
1659
Slocum, Gordon & Co
Rhode Island
-$4.15K -50 Closed
MSFP
1660
Mark Sheptoff Financial Planning
Connecticut
-$3.65K -44 Closed
BL
1661
Balentine LLC
Georgia
-$2.57K -31 Closed
AIM
1662
Arcadia Investment Management
Michigan
-$2.49K -30 Closed
GWSA
1663
Global Wealth Strategies & Associates
Colorado
-$1.99K -24 Closed
ACM
1664
Antonetti Capital Management
Florida
-$830 -10 Closed
LF
1665
Lee Financial
Texas
-$748 -9 Closed
JIR
1666
James Investment Research
Ohio
-$1K -8 Closed
HPIA
1667
Hamilton Point Investment Advisors
North Carolina
-$498 -6 Closed
GC
1668
Gould Capital
Washington
-$415 -5 Closed
AWM
1669
Activest Wealth Management
Florida
-$82 -1 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.