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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
ACA
326
Affinity Capital Advisors
California
$5.27M -$507K -5,906 -9%
PPW
327
PACK Private Wealth
Minnesota
$5.24M +$903K +10,509 +20%
LWP
328
LMG Wealth Partners
Louisiana
$5.23M +$263K +3,058 +5%
PP
329
PDS Planning
Ohio
$5.21M +$171K +1,996 +3%
KWM
330
Kingsview Wealth Management
Oregon
$5.21M +$654K +7,613 +14%
RPCA
331
Running Point Capital Advisors
California
$5.21M -$115K -1,340 -2%
EWA
332
Evolution Wealth Advisors
Florida
$5.19M -$126K -1,468 -2%
SCP
333
Stevens Capital Partners
Nebraska
$5.18M -$869K -10,113 -14%
LFG
334
Larson Financial Group
Missouri
$5.18M +$439K +5,108 +9%
SF
335
Synovus Financial
Georgia
$5.18M -$69.6M -810,006 -93%
PI
336
PFS Investments
Georgia
$5.17M +$134K +1,560 +3%
EW
337
Evoke Wealth
California
$5.12M -$91.4K -1,064 -2%
CAM
338
Campion Asset Management
Virginia
$5.1M +$180K +2,098 +4%
AF
339
Affiance Financial
Minnesota
$5.1M +$267K +3,109 +5%
TI
340
Truepoint Inc
Ohio
$5.05M -$271K -3,158 -5%
UBG
341
United Bank (Georgia)
Georgia
$4.96M -$65K -756 -1%
BHWM
342
Beaird Harris Wealth Management
Texas
$4.94M -$2.49K -29 -0%
WCWM
343
Willow Creek Wealth Management
California
$4.93M +$1.04M +12,088 +26%
TAM
344
TCP Asset Management
Ohio
$4.91M +$1.23M +14,330 +32%
CFA
345
Cahill Financial Advisors
Minnesota
$4.9M +$321K +3,738 +7%
SFG
346
Sage Financial Group
Pennsylvania
$4.88M +$1.17M +13,590 +30%
JWCA
347
J.W. Cole Advisors
Florida
$4.85M +$132K +1,532 +3%
FI
348
Financial Insights
Washington
$4.85M +$603K +7,020 +14%
RIA
349
Regal Investment Advisors
Michigan
$4.84M -$139K -1,623 -3%
TFF
350
The Family Firm
Maryland
$4.83M +$31.4K +365 +0.6%

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.