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Vanguard Real Estate ETF

1,587 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 635 increasing their positions, 668 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 103

5% less repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 668

1.64% less ownership

Funds ownership: 59.62%57.98% (-1.6%)

2% less funds holding

Funds holding: 1,6181,587 (-31)

5% less funds holding in top 10

Funds holding in top 10: 124118 (-6)

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.6B)

76% less call options, than puts

Call options by funds: $108M | Put options by funds: $444M

Holders
1,587
Holders Change
-31
Holders Change %
-1.92%
% of All Funds
25.29%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.88%
New
115
Increased
635
Reduced
668
Closed
103
Calls
$108M
Puts
$444M
Net Calls
-$337M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$8.96M +$164K +1,910 +2%
PA
227
Parallel Advisors
California
$8.88M +$4.69M +54,534 +104%
SP
228
Symmetry Partners
Connecticut
$8.84M +$428K +4,982 +5%
HWMT
229
Heritage Wealth Management (Texas)
Texas
$8.84M +$199K +2,320 +2%
TC
230
Trilogy Capital
California
$8.56M +$221K +2,568 +3%
AWM
231
Avior Wealth Management
Nebraska
$8.49M -$350K -4,073 -4%
LIA
232
LBMC Investment Advisors
Tennessee
$8.47M -$125K -1,454 -1%
EPM
233
Elm Partners Management
Pennsylvania
$8.42M +$5.19M +60,420 +148%
DAS
234
Dynamic Advisor Solutions
Arizona
$8.39M -$1.59M -18,485 -15%
VanEck Associates
235
VanEck Associates
New York
$8.37M -$1.3M -15,115 -13%
MA
236
MAS Advisors
Florida
$8.17M +$16.1K +187 +0.2%
TFA
237
Transamerica Financial Advisors
Florida
$8.12M +$188K +2,191 +2%
Point72 Asset Management
238
Point72 Asset Management
Connecticut
$8.06M +$8.34M +97,110 New
BC
239
Brookfield Corp
Ontario, Canada
$8.06M -$1.57M -18,296 -16%
NW
240
NewEdge Wealth
Pennsylvania
$7.96M +$7.09M +82,489 +615%
WS
241
Wela Strategies
Georgia
$7.95M +$530K +6,168 +7%
WT
242
Whittier Trust
California
$7.93M -$345K -4,011 -4%
FA
243
FC Advisory
Pennsylvania
$7.85M +$105K +1,221 +1%
RA
244
Regis Acquisition
Colorado
$7.82M +$8.09M +94,205 New
IAIM
245
Industrial Alliance Investment Management
Quebec, Canada
$7.82M -$92K -1,071 -1%
BWS
246
BCR Wealth Strategies
Alabama
$7.82M
PWPCM
247
Perella Weinberg Partners Capital Management
New York
$7.79M
CFP
248
Cypress Financial Planning
New Jersey
$7.79M +$858K +9,982 +12%
OMC
249
Old Mission Capital
Illinois
$7.74M +$6.68M +77,710 +500%
GGS
250
Galvin Gaustad & Stein
Arizona
$7.66M -$58K -675 -0.7%

VNQ Hedge Fund Activity: Q1 2023 in Review

1,587 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2023, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new VNQ positions and 103 closed out — a net gain of 12 holders — while 635 added to existing stakes and 668 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, opening a new position worth an estimated $121M. The largest seller was Bank of America, cutting an estimated $244M.

  • 1,587 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2023, down from 1,618 in Q4 2022.
  • Funds reported $18.9B of Vanguard Real Estate ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 115 funds opened new Vanguard Real Estate ETF positions in Q1 2023 and 103 closed out, a net change of +12 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2023 was Meiji Yasuda Life Insurance, an estimated $121M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2023.