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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
DPI
426
Diversified Portfolios Inc
Michigan
$3.41M -$163K -1,897 -4%
PMA
427
Prudent Man Advisors
Illinois
$3.38M +$16.2K +189 +0.5%
KeyBank National Association
428
KeyBank National Association
Ohio
$3.35M +$258K +3,007 +8%
SYBT
429
Stock Yards Bank & Trust
Kentucky
$3.34M -$120K -1,394 -3%
WIM
430
Warwick Investment Management
Texas
$3.33M -$942K -10,961 -21%
LFWA
431
LBJ Family Wealth Advisors
Texas
$3.3M +$22.7K +264 +0.7%
JFG
432
JDM Financial Group
Texas
$3.28M +$9.19K +107 +0.3%
FFBTD
433
First Financial Bank - Trust Division
Ohio
$3.28M -$525K -6,113 -13%
BFM
434
Broadview Financial Management
Wisconsin
$3.28M +$150K +1,747 +5%
VCA
435
Verdence Capital Advisors
Maryland
$3.27M +$953K +11,092 +39%
CFGS
436
Concourse Financial Group Securities
Alabama
$3.27M +$12.6K +147 +0.4%
AIM
437
Alhambra Investment Management
Florida
$3.27M +$2.09M +24,287 +161%
LFGO
438
Legacy Financial Group (Oklahoma)
Oklahoma
$3.25M +$496K +5,772 +17%
IW
439
Instrumental Wealth
Florida
$3.24M +$3.44M +39,988 New
SKK
440
Shepherd Kaplan Krochuk
Massachusetts
$3.22M -$103K -1,202 -3%
AWA
441
Aletheian Wealth Advisors
Washington
$3.21M +$580K +6,750 +21%
EFG
442
Everhart Financial Group
Ohio
$3.16M +$154K +1,795 +5%
CPRC
443
Consolidated Portfolio Review Corp
New York
$3.16M +$3.27M +38,047 New
HWM
444
Hemington Wealth Management
Virginia
$3.15M -$61.8K -719 -2%
PFG
445
Pinnacle Financial Group
Illinois
$3.14M -$4.56M -53,114 -58%
MIA
446
MainStreet Investment Advisors
Illinois
$3.13M -$1.07M -12,460 -25%
ZCM
447
Ziegler Capital Management
Illinois
$3.13M -$49K -570 -1%
BDF
448
Black Diamond Financial
Maryland
$3.11M +$10.8K +126 +0.3%
DC
449
Davenport & Co
Virginia
$3.1M -$90.2K -1,050 -3%
HFRG
450
Houlihan Financial Resource Group
Virginia
$3.1M +$55.1K +641 +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.