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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
CPA
201
Cardiff Park Advisors
California
$10.2M +$99.7K +1,217 +1%
BFA
202
Bluestem Financial Advisors
Illinois
$10.2M +$509K +6,209 +5%
SPIA
203
Steward Partners Investment Advisory
New York
$9.99M -$841K -10,266 -8%
MWM
204
Mission Wealth Management
California
$9.91M -$663K -8,097 -6%
PWP
205
Perfromance Wealth Partners
Illinois
$9.9M +$67.6K +825 +0.7%
PL
206
Plancorp LLC
Missouri
$9.83M +$393K +4,800 +4%
EI
207
Ellevest Inc
New York
$9.65M +$478K +5,834 +5%
WFA
208
West Financial Advisors
Iowa
$9.64M +$411K +5,017 +5%
NHT
209
New Hampshire Trust
New Hampshire
$9.61M -$128K -1,558 -1%
KAS
210
Kestra Advisory Services
Texas
$9.51M -$1.24M -15,140 -12%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$9.33M -$9.51M -116,134 -51%
AFC
212
Adaptive Financial Consulting
Ohio
$9.33M -$469K -5,719 -5%
SP
213
Symmetry Partners
Connecticut
$9.31M +$407K +4,967 +5%
RT
214
Rockland Trust
Massachusetts
$9.31M -$521K -6,363 -5%
PO
215
Private Ocean
California
$9.31M -$1.8M -21,968 -16%
FMC
216
First Merchants Corp
Indiana
$9.27M -$172K -2,101 -2%
TA
217
Tiedemann Advisors
New York
$9.26M -$938K -11,447 -9%
GAM
218
Gould Asset Management
California
$9.23M +$121K +1,474 +1%
HWMT
219
Heritage Wealth Management (Texas)
Texas
$9.2M +$302K +3,683 +3%
TC
220
Trilogy Capital
California
$9.16M +$270K +3,294 +3%
NL
221
NWAM LLC
Washington
$9.08M +$4.96M +60,490 +125%
PA
222
Parallel Advisors
California
$9.03M +$97.1K +1,185 +1%
CFP
223
Cypress Financial Planning
New Jersey
$8.91M +$904K +11,039 +12%
FNC
224
First National Corp
Massachusetts
$8.88M -$156K -1,900 -2%
TFA
225
Transamerica Financial Advisors
Florida
$8.69M +$512K +6,255 +6%

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.