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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
EDRIA
551
Edmonds Duncan Registered Investment Advisors
Kansas
$2.07M -$49.9K -581 -2%
FVWA
552
Foster Victor Wealth Advisors
South Carolina
$2.06M -$5.88M -68,411 -73%
MPCL
553
My Personal CFO LLC
Washington
$2.06M +$1.3M +15,078 +155%
FAT
554
First American Trust
California
$2.06M -$254K -2,953 -11%
WFA
555
Websterrogers Financial Advisors
South Carolina
$2.05M -$3.61K -42 -0.2%
MW
556
Marcum Wealth
Ohio
$2.05M -$85.7K -997 -4%
BCM
557
BTC Capital Management
Iowa
$2.04M
WB
558
Webster Bank
Connecticut
$2.03M -$79.5K -925 -4%
HI
559
Harbour Investments
Wisconsin
$2.03M +$143K +1,659 +7%
WCM
560
Windham Capital Management
Massachusetts
$2.03M -$662K -7,708 -24%
CC
561
Callan Capital
California
$2.01M +$292K +3,394 +16%
NFG
562
Nations Financial Group
Iowa
$2M +$375K +4,369 +22%
DWA
563
Dougherty Wealth Advisers
Minnesota
$1.99M -$21K -244 -1%
First Trust Advisors
564
First Trust Advisors
Illinois
$1.99M +$31.8K +370 +2%
MSFS
565
Main Street Financial Solutions
Pennsylvania
$1.97M +$111K +1,287 +6%
PBF
566
Petix & Botte Financial
California
$1.97M +$2.04M +23,756 New
EWA
567
Encompass Wealth Advisors
Oregon
$1.96M +$18K +210 +0.9%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$1.94M -$3.11M -36,205 -61%
OPS
569
Orion Portfolio Solutions
Nebraska
$1.93M +$138K +1,606 +7%
BCI
570
Brinker Capital Investments
Pennsylvania
$1.93M +$2M +23,291 New
AWE
571
Avidian Wealth Enterprises
Texas
$1.91M +$1.25M +14,585 +173%
VWA
572
VERITY Wealth Advisors
United States
$1.89M +$44.3K +516 +2%
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$248K -2,888 -11%
NSB
574
Norway Savings Bank
Maine
$1.88M -$10.7K -125 -0.6%
WA
575
Waterford Advisors
New York
$1.87M -$63.1K -734 -3%

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.