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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
DK
301
David Kennon
Florida
$5.85M +$148K +1,720 +3%
FFM
302
Flagstone Financial Management
Nebraska
$5.85M +$1.11M +12,871 +22%
LNWTC
303
Laird Norton Wetherby Trust Company
Washington
$5.83M +$107K +1,248 +2%
NSG
304
Nalls Sherbakoff Group
Tennessee
$5.83M +$6.16M +71,715 New
LI
305
Latigo Investments
Florida
$5.82M +$58.3K +678 +1%
GMA
306
Glassy Mountain Advisors
Maryland
$5.82M +$6.02M +70,034 New
C
307
Cliffwater
California
$5.8M
RCF
308
Rainwater Charitable Foundation
Texas
$5.68M
WPW
309
Waldron Private Wealth
Pennsylvania
$5.66M -$994K -11,565 -15%
PCIG
310
Partners Capital Investment Group
Massachusetts
$5.64M -$672K -7,816 -10%
MCM
311
MAI Capital Management
Ohio
$5.62M -$2.76M -32,175 -32%
D.E. Shaw & Co
312
D.E. Shaw & Co
New York
$5.6M +$2.12M +24,700 +58%
WIC
313
Whitegate Investment Counselors
New Hampshire
$5.59M -$242K -2,819 -4%
MWM
314
Modera Wealth Management
New Jersey
$5.55M -$98K -1,141 -2%
CCA
315
Checchi Capital Advisers
California
$5.52M -$1.71M -19,940 -23%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$5.51M -$323K -3,765 -5%
FI
317
FIDELIS iM
Oregon
$5.48M +$693K +8,068 +14%
FM
318
Foster & Motley
Ohio
$5.48M -$88.7K -1,032 -2%
FHA
319
First Horizon Advisors
Tennessee
$5.44M -$197K -2,298 -3%
BAM
320
Baldrige Asset Management
Pennsylvania
$5.43M +$83.7K +974 +2%
AIS
321
American Investment Services
Massachusetts
$5.4M
RJT
322
Raymond James Trust
Florida
$5.39M +$101K +1,172 +2%
SC
323
Swan Capital
Florida
$5.3M +$5.48M +63,823 New
HW
324
Hancock Whitney
Mississippi
$5.3M +$673K +7,829 +14%
RMC
325
Regis Management Company
California
$5.29M -$6.16M -71,652 -53%

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.