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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
PPW
151
Presilium Private Wealth
Pennsylvania
$13.6M +$1.25M +15,224 +10%
GG
152
Greenwood Gearhart
Arkansas
$13.5M +$687K +8,381 +5%
PCFFS
153
Pacific Center for Financial Services
California
$13.4M +$53.4K +652 +0.4%
RW
154
REDW Wealth
New Mexico
$13.4M -$924K -11,282 -7%
LNC
155
Lincoln National Corp
Pennsylvania
$13.4M +$387K +4,725 +3%
FCH
156
Freestone Capital Holdings
Washington
$13.4M +$2.13M +26,047 +19%
LJAC
157
L.J. Altfest & Co
New York
$13.4M +$232K +2,834 +2%
ACM
158
Alpha Capital Management
Texas
$13.2M
AllianceBernstein
159
AllianceBernstein
Tennessee
$13.2M -$3.8M -46,361 -23%
HI
160
Hudock Inc
Pennsylvania
$13.1M +$44.5K +543 +0.3%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$12.9M -$644K -7,866 -5%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$12.9M +$37.4K +457 +0.3%
FCM
163
Firestone Capital Management
Florida
$12.7M +$271K +3,309 +2%
CW
164
CreativeOne Wealth
Kansas
$12.7M +$510K +6,224 +4%
AIP
165
Ameritas Investment Partners
Nebraska
$12.5M +$343K +4,181 +3%
NL
166
Navalign LLC
California
$12.4M +$406K +4,951 +3%
EPM
167
Elm Partners Management
Pennsylvania
$12.4M +$3.87M +47,232 +47%
Brown Advisory
168
Brown Advisory
Maryland
$12.4M -$3.72M -45,462 -23%
RBC
169
Roble Belko & Company
Pennsylvania
$12.4M +$209K +2,552 +2%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$12.4M +$253K +3,089 +2%
EBT
171
Enterprise Bank & Trust
Massachusetts
$12.1M +$394K +4,808 +3%
MWM
172
Modera Wealth Management
New Jersey
$12M +$6.29M +76,802 +115%
GEM
173
Global Endowment Management
North Carolina
$12M +$4.96M +60,563 +73%
NW
174
NewEdge Wealth
Pennsylvania
$11.9M +$3.84M +46,860 +49%
PIFP
175
Partners in Financial Planning
Virginia
$11.7M -$158K -1,926 -1%

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.