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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
RBC
176
Roble Belko & Company
Pennsylvania
$11.1M -$133K -1,612 -1%
PIFP
177
Partners in Financial Planning
Virginia
$11.1M +$526K +6,380 +5%
EBT
178
Enterprise Bank & Trust
Massachusetts
$11.1M +$72.1K +874 +0.6%
DF
179
DecisionPoint Financial
Arizona
$11.1M +$661K +8,019 +6%
FCM
180
Firestone Capital Management
Florida
$11M -$247K -3,001 -2%
CW
181
CreativeOne Wealth
Kansas
$11M -$614K -7,442 -5%
MWM
182
Modera Wealth Management
New Jersey
$10.8M -$60.5K -734 -0.5%
MA
183
MAS Advisors
Florida
$10.8M +$759K +9,199 +7%
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$10.8M +$10.2M +123,800 +666%
CA
185
Clearstead Advisors
Ohio
$10.7M +$5.38M +65,240 +86%
GC
186
Gilbert & Cook
Iowa
$10.7M +$523K +6,343 +5%
AAM
187
Austin Asset Management
Texas
$10.7M +$812K +9,844 +7%
TOTSC
188
Trustees of the Smith College
Massachusetts
$10.6M +$109K +1,320 +0.9%
HWM
189
Horizons Wealth Management
North Carolina
$10.5M -$2.47K -30 -0%
ABC
190
Associated Banc-Corp
Wisconsin
$10.5M +$296K +3,594 +3%
RG
191
Rathbones Group
United Kingdom
$10.4M +$11.2M +135,400 +5,549%
TFP
192
TrueWealth Financial Partners
Washington
$10.2M +$602K +7,305 +6%
MHS
193
M Holdings Securities
Oregon
$10.1M +$11M +133,570 New
CAI
194
Capital Advisors Inc
Oklahoma
$10.1M +$225K +2,724 +2%
DADC
195
D.A. Davidson & Co
Montana
$10M +$550K +6,672 +5%
PWA
196
Peterson Wealth Advisors
Utah
$10M +$528K +6,399 +5%
RA
197
Regis Acquisition
Colorado
$9.93M +$2.42M +29,292 +29%
CPA
198
Cardiff Park Advisors
California
$9.89M +$704K +8,532 +7%
HWMG
199
Hurlow Wealth Management Group
Indiana
$9.75M +$485K +5,887 +5%
BFA
200
Bluestem Financial Advisors
Illinois
$9.68M +$469K +5,684 +5%

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.