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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
KIA
276
KCM Investment Advisors
California
$6.36M +$303K +3,524 +5%
SWP
277
Stratos Wealth Partners
Ohio
$6.34M -$1.17M -13,621 -15%
Cohen & Steers
278
Cohen & Steers
New York
$6.32M -$9.12M -106,098 -58%
SOAG
279
Silver Oak Advisory Group
Oregon
$6.31M +$168K +1,956 +3%
PT
280
Plimoth Trust
Massachusetts
$6.26M -$59.5K -692 -0.9%
CTB
281
Country Trust Bank
Illinois
$6.26M +$554K +6,450 +9%
FCIM
282
Fairview Capital Investment Management
California
$6.25M +$468K +5,447 +8%
VC
283
Vestor Capital
Illinois
$6.24M -$209K -2,427 -3%
AA
284
Atmos Advisory
Pennsylvania
$6.24M -$50.8K -591 -0.8%
NAM
285
Nissay Asset Management
Japan
$6.22M
GW
286
GW & Wade
Massachusetts
$6.18M -$100K -1,165 -2%
OFG
287
Omega Financial Group
California
$6.15M +$588K +6,847 +10%
CFM
288
Comprehensive Financial Management
California
$6.13M
BAM
289
Bayshore Asset Management
Florida
$6.09M +$493K +5,743 +8%
RWI
290
Red Wave Investments
Pennsylvania
$6.07M +$74.3K +865 +1%
FAM
291
Frontier Asset Management
Wyoming
$6.06M -$249K -2,897 -4%
NCM
292
Neumann Capital Management
California
$6.05M +$174K +2,020 +3%
TWP
293
Total Wealth Planning
Ohio
$6.04M +$169K +1,963 +3%
DI
294
Disciplined Investments
Oklahoma
$6M -$58.3K -678 -0.9%
UBS AM
295
UBS AM
Illinois
$5.97M
CA
296
Cambridge Advisors
Nebraska
$5.94M +$211K +2,453 +4%
MWM
297
Magnolia Wealth Management
Alabama
$5.92M +$261K +3,036 +4%
AP
298
Agilis Partners
Massachusetts
$5.91M +$215K +2,506 +4%
AFO
299
Allie Family Office
Florida
$5.89M +$662K +7,701 +12%
Jane Street
300
Jane Street
New York
$5.89M +$6.09M +70,886 New

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.