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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
Creative Planning
1
Creative Planning
Kansas
$1.65B -$18.8M -228,963 -1%
Morgan Stanley
2
Morgan Stanley
New York
$1.31B -$38.1M -464,843 -3%
Bank of America
3
Bank of America
North Carolina
$867M -$55.9M -682,766 -6%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$810M +$41.1M +501,511 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$725M +$190M +2,313,548 +36%
Wells Fargo
6
Wells Fargo
California
$685M -$76.7M -935,900 -10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$653M +$11.6M +141,781 +2%
Wealthfront Advisers
8
Wealthfront Advisers
California
$601M +$23.7M +289,090 +4%
US Bancorp
9
US Bancorp
Minnesota
$519M -$21.3M -259,873 -4%
Goldman Sachs
10
Goldman Sachs
New York
$406M -$5.83M -71,189 -1%
Prudential Financial
11
Prudential Financial
New Jersey
$363M +$4.7M +57,382 +1%
Financial Engines Advisors
12
Financial Engines Advisors
California
$292M -$1.74M -21,215 -0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$289M -$32.7M -398,808 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$248M -$4.26M -52,013 -2%
VU
15
Vanderbilt University
Tennessee
$200M
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$200M -$68M -830,506 -26%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$199M -$22.6M -275,409 -10%
CCA
18
Catalyst Capital Advisors
New York
$185M +$9.34M +114,017 +5%
MRC
19
Millburn Ridgefield Corp
New York
$185M +$9.34M +114,017 +5%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$177M +$8.06M +98,434 +5%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M +$2.65M +32,290 +2%
Mariner
22
Mariner
Kansas
$162M -$1.58M -19,275 -1%
UBS Group
23
UBS Group
Switzerland
$158M -$1.48M -18,015 -0.9%
UCFA
24
United Capital Financial Advisors
Texas
$155M +$5.12M +62,470 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$133M -$845K -10,309 -0.6%

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.