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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$133M -$177M -2,055,212 -56%
LPL Financial
27
LPL Financial
California
$129M -$10.6M -123,789 -7%
GT
28
Glenmede Trust
Pennsylvania
$126M -$2.89M -33,603 -2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$126M +$6.13M +71,362 +5%
MYLI
30
Meiji Yasuda Life Insurance
Japan
$117M +$121M +1,406,900 New
JMPWA
31
JP Morgan Private Wealth Advisors
California
$107M -$13.9M -162,155 -11%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$99.6M
PFA
33
Pure Financial Advisors
California
$93.9M +$8.14M +94,706 +9%
Osaic Holdings
34
Osaic Holdings
Arizona
$93.2M +$1.97M +22,969 +2%
GC
35
Gibson Capital
Pennsylvania
$93M +$7.04M +81,903 +8%
VCP
36
Vista Capital Partners
Oregon
$88.8M +$1.33M +15,425 +1%
HighTower Advisors
37
HighTower Advisors
Illinois
$84.5M -$10.1M -117,536 -10%
MGIA
38
Moneta Group Investment Advisors
Missouri
$82.7M +$6.89M +80,244 +9%
VA
39
Valmark Advisers
Ohio
$72M +$4.17M +48,562 +6%
SHGA
40
Sand Hill Global Advisors
California
$68.1M +$30.9M +360,098 +78%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$65.3M -$1.67M -19,399 -2%
Ameriprise
42
Ameriprise
Minnesota
$64.9M -$858K -9,984 -1%
AAS
43
Avantax Advisory Services
Texas
$64.6M +$2.09M +24,288 +3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$63.4M -$10.4M -120,718 -14%
SPIO
45
Seven Post Investment Office
California
$62.5M -$32.2K -375 -0%
AssetMark Inc
46
AssetMark Inc
California
$61.1M +$5.68M +66,104 +10%
R
47
Rebalance
California
$60.2M +$2.91M +33,864 +5%
Squarepoint
48
Squarepoint
New York
$59.3M -$3.43M -39,886 -5%
RFA
49
RTD Financial Advisors
Pennsylvania
$56.6M -$46.8K -545 -0.1%
LSAG
50
Lake Street Advisors Group
New Hampshire
$55.2M -$16.7K -194 -0%

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.