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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
CTC
351
Central Trust Company
Missouri
$4.79M +$381K +4,438 +8%
LFA
352
Landmark Financial Advisors
Kentucky
$4.78M +$127K +1,479 +3%
WFA
353
WestHill Financial Advisors
California
$4.76M +$319K +3,713 +7%
FA
354
Forefront Analytics
Pennsylvania
$4.75M -$93.8K -1,092 -2%
PRWA
355
Platte River Wealth Advisors
Colorado
$4.67M -$597K -6,945 -11%
CL
356
Choreo LLC
Illinois
$4.56M +$1.88M +21,843 +66%
CCG
357
Chatham Capital Group
Georgia
$4.54M +$949K +11,050 +25%
ZF
358
Zhang Financial
Michigan
$4.54M +$593K +6,896 +14%
KA
359
Klingman & Associates
New York
$4.52M -$19.9K -232 -0.4%
VM
360
VPR Management
Texas
$4.51M
ACG
361
Allen Capital Group
Nebraska
$4.5M +$4.55M +52,968 +4,154%
PCH
362
PGIM Custom Harvest
New Jersey
$4.5M -$366K -4,263 -7%
SWM
363
Spire Wealth Management
Virginia
$4.48M +$1.54M +17,906 +50%
BFG
364
Baron Financial Group
New Jersey
$4.46M +$218K +2,534 +5%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$4.45M -$572K -6,659 -11%
WA
366
Wealth Alliance
New York
$4.44M +$351K +4,090 +8%
CG
367
Colony Group
Massachusetts
$4.43M -$1.44M -16,769 -24%
CA
368
Cambridge Associates
Massachusetts
$4.41M
WFPG
369
Waller Financial Planning Group
Ohio
$4.37M -$214K -2,492 -5%
CWM
370
Concentric Wealth Management
California
$4.36M +$136K +1,578 +3%
SFS
371
Solitude Financial Services
Virginia
$4.36M +$301K +3,505 +7%
FF
372
Financial Futures
New Jersey
$4.35M -$137K -1,592 -3%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$4.34M -$493K -5,733 -10%
FSC
374
Full Sail Capital
Oklahoma
$4.3M -$290K -3,381 -6%
HFA
375
Highland Financial Advisors
New Jersey
$4.26M +$95.4K +1,110 +2%

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.