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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
TOTSC
176
Trustees of the Smith College
Massachusetts
$11.7M +$125K +1,523 +1%
Charles Schwab
177
Charles Schwab
California
$11.6M +$338K +4,121 +3%
HWM
178
Horizons Wealth Management
North Carolina
$11.6M +$218K +2,662 +2%
DF
179
DecisionPoint Financial
Arizona
$11.5M +$1.17M +14,230 +11%
Lido Advisors
180
Lido Advisors
California
$11.5M +$2.14M +26,073 +23%
NQWM
181
Northwest Quadrant Wealth Management
Oregon
$11.5M -$501K -6,113 -4%
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$11.4M -$3.04M -37,072 -21%
GC
183
Gilbert & Cook
Iowa
$11.3M +$661K +8,072 +6%
HNB
184
Huntington National Bank
Ohio
$11.3M
ABC
185
Associated Banc-Corp
Wisconsin
$11.2M -$739K -9,022 -6%
CPIG
186
Chicago Partners Investment Group
Illinois
$11.2M +$1.11M +13,564 +11%
MA
187
MAS Advisors
Florida
$11.1M +$2.86M +34,861 +35%
B
188
Bailard
California
$11M -$299K -3,645 -3%
AAM
189
Austin Asset Management
Texas
$11M +$1.54M +18,827 +17%
CAI
190
Capital Advisors Inc
Oklahoma
$10.9M -$36.9K -451 -0.3%
FHC
191
Fort Henry Capital
West Virginia
$10.8M +$485K +5,918 +5%
TFP
192
TrueWealth Financial Partners
Washington
$10.6M +$174K +2,126 +2%
PWA
193
Peterson Wealth Advisors
Utah
$10.6M -$35.7K -436 -0.3%
DADC
194
D.A. Davidson & Co
Montana
$10.5M +$546K +6,662 +6%
AA
195
Ancora Advisors
Ohio
$10.5M -$266K -3,249 -3%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$10.5M +$52.9K +646 +0.5%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$10.4M -$3.92M -47,825 -28%
HWMG
198
Hurlow Wealth Management Group
Indiana
$10.3M +$828K +10,111 +9%
AWP
199
Ascent Wealth Partners
New York
$10.3M +$861K +10,504 +9%
I
200
INVST
Indiana
$10.2M +$86.5K +1,056 +0.9%

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.