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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
NQWM
201
Northwest Quadrant Wealth Management
Oregon
$9.66M -$817K -9,910 -7%
I
202
INVST
Indiana
$9.61M +$355K +4,307 +4%
FHC
203
Fort Henry Capital
West Virginia
$9.59M -$193K -2,338 -2%
HNB
204
Huntington National Bank
Ohio
$9.56M
AA
205
Ancora Advisors
Ohio
$9.4M -$153K -1,852 -1%
GAM
206
Gould Asset Management
California
$9.37M +$1.1M +13,369 +12%
AWP
207
Ascent Wealth Partners
New York
$9.34M +$53.8K +652 +0.5%
CPIG
208
Chicago Partners Investment Group
Illinois
$9.16M -$404K -4,894 -4%
EI
209
Ellevest Inc
New York
$9.1M +$388K +4,703 +4%
SPIA
210
Steward Partners Investment Advisory
New York
$9.03M -$10.1K -122 -0.1%
PL
211
Plancorp LLC
Missouri
$8.99M +$94.8K +1,150 +1%
TC
212
Trilogy Capital
California
$8.95M +$988K +11,979 +11%
AFC
213
Adaptive Financial Consulting
Ohio
$8.95M +$547K +6,639 +6%
BRWA
214
B. Riley Wealth Advisors
Florida
$8.86M +$1.36M +16,527 +17%
NHT
215
New Hampshire Trust
New Hampshire
$8.85M +$158K +1,922 +2%
Franklin Resources
216
Franklin Resources
California
$8.76M +$3.41M +41,412 +56%
TWM
217
Tanglewood Wealth Management
Texas
$8.72M -$4.34M -52,585 -31%
CFP
218
Cypress Financial Planning
New Jersey
$8.63M +$699K +8,473 +8%
MIM
219
MetLife Investment Management
New Jersey
$8.62M +$948K +11,500 +11%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$8.52M -$1.02M -12,393 -10%
HWMT
221
Heritage Wealth Management (Texas)
Texas
$8.48M +$158K +1,911 +2%
FNC
222
First National Corp
Massachusetts
$8.38M +$370K +4,489 +4%
BPA
223
Beacon Pointe Advisors
California
$8.36M +$1.73M +21,018 +23%
KAS
224
Kestra Advisory Services
Texas
$8.36M -$267K -3,236 -3%
MWM
225
Mission Wealth Management
California
$8.35M -$680K -8,252 -7%

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.