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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
ST
476
Sabal Trust
Florida
$2.75M -$165K -1,923 -5%
FLI
477
Family Legacy Inc
South Carolina
$2.75M +$44.3K +516 +2%
FNBOO
478
First National Bank of Omaha
Nebraska
$2.74M -$2.04M -23,773 -42%
BCMIO
479
Beacon Capital Management Inc (Ohio)
Ohio
$2.74M +$507K +5,906 +22%
AA
480
Axiom Advisory
California
$2.74M +$97.8K +1,138 +4%
BO
481
Bank OZK
Arkansas
$2.73M -$94.3K -1,097 -3%
EMPI
482
Elo Mutual Pension Insurance
Finland
$2.72M
SFS
483
Sowell Financial Services
Arkansas
$2.71M -$438K -5,092 -13%
NYLIM
484
New York Life Investment Management
New York
$2.7M -$1.79M -20,848 -39%
GFWA
485
Grey Fox Wealth Advisors
Delaware
$2.69M -$96.1K -1,118 -3%
TCM
486
Traynor Capital Management
Pennsylvania
$2.69M -$83.6K -973 -3%
MWP
487
MYCIO Wealth Partners
Pennsylvania
$2.67M
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$2.67M -$1.88M -21,827 -40%
AAS
489
Ameritas Advisory Services
Nebraska
$2.67M -$391K -4,555 -12%
Hudson Bay Capital Management
490
Hudson Bay Capital Management
Connecticut
$2.66M +$2.75M +32,000 New
MPW
491
Monterey Private Wealth
California
$2.66M -$99.8K -1,161 -4%
LCM
492
Liberty Capital Management
Michigan
$2.65M +$164K +1,912 +6%
AWA
493
Aquire Wealth Advisors
Utah
$2.62M -$130K -1,511 -5%
TCM
494
Twele Capital Management
Minnesota
$2.62M
MWA
495
Monograph Wealth Advisors
California
$2.59M +$7.13K +83 +0.3%
FA
496
FDx Advisors
Illinois
$2.59M
EGWAG
497
Elwood & Goetz Wealth Advisory Group
Georgia
$2.58M -$5.55M -64,630 -68%
LFP
498
Leeward Financial Partners
Washington
$2.55M +$152K +1,770 +6%
PWA
499
Physician Wealth Advisors
Utah
$2.47M +$59.5K +693 +2%
FPFS
500
First Personal Financial Services
North Carolina
$2.46M -$18K -209 -0.7%

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.