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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
FAIM
601
Financial Advocates Investment Management
Washington
$1.73M -$331K -3,850 -16%
IWM
602
IHT Wealth Management
Illinois
$1.73M +$430 +5 +0%
BIA
603
Benchmark Investment Advisors
Illinois
$1.73M -$34.5K -402 -2%
SB
604
Simmons Bank
Arkansas
$1.72M -$134K -1,557 -7%
FG
605
Foster Group
Iowa
$1.72M +$103K +1,199 +6%
IP
606
Investment Partners
Ohio
$1.72M -$45.9K -534 -3%
AFS
607
Annapolis Financial Services
Maryland
$1.72M +$13.6K +158 +0.8%
SWM
608
Soundmark Wealth Management
Washington
$1.71M +$105K +1,223 +6%
CWA
609
Consilium Wealth Advisory
Texas
$1.7M -$1.72M -20,073 -49%
ACM
610
Armbruster Capital Management
New York
$1.7M +$296K +3,450 +20%
NDSI
611
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M -$763K -8,877 -30%
KP
612
Keel Point
Alabama
$1.68M +$240K +2,791 +16%
KFA
613
Kelleher Financial Advisors
New York
$1.68M +$509K +5,925 +41%
CB
614
Centennial Bank
Arkansas
$1.68M -$43K -500 -2%
BFA
615
BBJS Financial Advisors
Washington
$1.68M +$444K +5,170 +34%
1IA
616
1834 Investment Advisors
Wisconsin
$1.68M
CBFP
617
Cedar Brook Financial Partners
Ohio
$1.66M +$182K +2,114 +12%
AT
618
American Trust
Kentucky
$1.66M +$208K +2,419 +14%
SS
619
Simplicity Solutions
Minnesota
$1.66M +$1.36M +15,879 +391%
PHAM
620
Palisades Hudson Asset Management
Florida
$1.65M +$70.9K +825 +4%
GA
621
Greenspring Advisors
Maryland
$1.65M +$59.4K +691 +4%
HTC
622
Haverford Trust Company
Pennsylvania
$1.64M -$14.1K -164 -0.8%
AAP
623
Arax Advisory Partners
Colorado
$1.64M +$53.6K +624 +3%
JJBC
624
James J. Burns & Company
New York
$1.64M +$558K +6,500 +49%
CWA
625
CJM Wealth Advisers
Virginia
$1.64M +$82.8K +964 +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.