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 97 funds opening new positions, 535 increasing their positions, 698 reducing their positions, and 115 closing their positions.
0.13% less ownership
Funds ownership: 57.89% → 57.76% (-0.13%)
2% less capital invested
Capital invested by funds: $19B → $18.6B (-$409M)
2% less funds holding
Funds holding: 1,587 → 1,551 (-36)
3% less funds holding in top 10
Funds holding in top 10: 117 → 114 (-3)
16% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 115
23% less repeat investments, than reductions
Existing positions increased: 535 | Existing positions reduced: 698
72% less call options, than puts
Call options by funds: $122M | Put options by funds: $436M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$190M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$74M |
| 3 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$54.3M |
| 4 |
Millennium Management
New York
|
+$45.8M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$301M |
| 2 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$117M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$76.7M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$68M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$57.5M |
VNQ Hedge Fund Activity: Q2 2023 in Review
1,551 of the 6,383 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 2.2% from $19B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of VNQ and 97 opened new positions — a net loss of 18 holders — while 698 trimmed existing stakes and 535 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 2.2% quarter-over-quarter.
- 97 funds opened new Vanguard Real Estate ETF positions in Q2 2023 and 115 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.