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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
FIM
251
Freedom Investment Management
Connecticut
$7.65M +$648K +7,539 +9%
PA
252
Parkside Advisors
California
$7.6M +$464K +5,406 +6%
Franklin Resources
253
Franklin Resources
California
$7.59M -$323K -3,764 -4%
JWM
254
JFG Wealth Management
Colorado
$7.58M +$163K +1,892 +2%
Natixis Advisors
255
Natixis Advisors
Massachusetts
$7.4M +$116K +1,349 +2%
CCM
256
Coldstream Capital Management
Washington
$7.4M +$298K +3,472 +4%
SWA
257
Stratos Wealth Advisors
Ohio
$7.28M +$674K +7,849 +10%
BFS
258
Bard Financial Services
Connecticut
$7.2M -$1.15M -13,394 -13%
WTC
259
WhitTier Trust Company
Nevada
$7.16M -$1.62M -18,831 -18%
PFPT
260
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.08M -$1.4M -16,264 -16%
FWM
261
FFT Wealth Management
Pennsylvania
$7.07M +$687 +8 +0%
SG Americas Securities
262
SG Americas Securities
New York
$6.98M +$75.3K +876 +1%
HR
263
Hardy Reed
Mississippi
$6.98M
BCM
264
Brookstone Capital Management
Illinois
$6.92M -$1.77M -20,644 -20%
PWM
265
Perigon Wealth Management
California
$6.87M +$1.63M +18,940 +30%
GEM
266
Global Endowment Management
North Carolina
$6.86M -$1.72M -20,000 -19%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$6.84M +$176K +2,047 +5%
CI
268
Cordant Inc
Oregon
$6.82M +$190K +2,213 +3%
BFO
269
Biltmore Family Office
North Carolina
$6.77M +$13.7K +160 +0.2%
KCM
270
Kanawha Capital Management
Virginia
$6.71M -$13.6K -158 -0.2%
LSPW
271
Lake Street Private Wealth
Illinois
$6.59M +$5.14M +59,785 +306%
HIA
272
Harbor Investment Advisory
Maryland
$6.51M +$18.7K +218 +0.3%
CA
273
Clearstead Advisors
Ohio
$6.5M +$69.2K +805 +1%
UBV
274
United Bank (Virginia)
Virginia
$6.45M +$2.19M +25,539 +49%
SW
275
SVB Wealth
Massachusetts
$6.4M -$897K -10,441 -12%

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.