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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
MA
501
Montag & Associates
Georgia
$2.46M +$232K +2,698 +10%
UI
502
Unconventional Investor
New Hampshire
$2.45M +$211K +2,459 +9%
OIA
503
OneDigital Investment Advisors
Kansas
$2.45M -$46.7K -544 -2%
RC
504
Roundview Capital
New Jersey
$2.44M +$8.16K +95 +0.3%
MCA
505
Maryland Capital Advisors
Maryland
$2.43M -$159K -1,852 -6%
QCG
506
Quadrant Capital Group
Ohio
$2.42M +$161K +1,868 +7%
Bessemer Group
507
Bessemer Group
New Jersey
$2.4M -$540K -6,286 -18%
ZC
508
Zeit Capital
Colorado
$2.39M +$50K +582 +2%
CBC
509
Coombe, Bender & Co
New York
$2.39M +$92.1K +1,072 +4%
CS
510
Comerica Securities
Michigan
$2.38M +$29.2K +340 +1%
FAAM
511
First Ascent Asset Management
Colorado
$2.38M +$98.6K +1,148 +4%
GLA
512
Great Lakes Advisors
Illinois
$2.37M +$35.5K +413 +1%
Capital Fund Management (CFM)
513
Capital Fund Management (CFM)
France
$2.32M -$1.09M -12,708 -31%
THL
514
Tillman Hartley LLC
Colorado
$2.32M -$279K -3,251 -10%
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$2.32M -$192K -2,239 -7%
NIM
516
Northeast Investment Management
Massachusetts
$2.3M -$77.9K -907 -3%
WB
517
WesBanco Bank
West Virginia
$2.3M -$1.47M -17,061 -38%
EH
518
Equitable Holdings
New York
$2.29M +$99.9K +1,163 +4%
NFP
519
NorthLanding Financial Partners
New York
$2.25M -$41K -477 -2%
FA
520
Fiduciary Alliance
South Carolina
$2.25M +$63.2K +735 +3%
ACP
521
Aveo Capital Partners
Colorado
$2.24M +$1.17M +13,593 +101%
FFN
522
Focus Financial Network
Minnesota
$2.24M +$71.6K +833 +3%
NRC
523
New Republic Capital
North Carolina
$2.23M -$6.96K -81 -0.3%
AWM
524
Abound Wealth Management
Tennessee
$2.22M -$283K -3,297 -11%
MHIC
525
Marble Harbor Investment Counsel
Massachusetts
$2.21M -$127K -1,475 -5%

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.