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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
FFA
676
Fi3 Financial Advisors
Indiana
$1.43M -$134K -1,562 -8%
HHRDM
677
H&H Retirement Design & Management
Nevada
$1.43M +$1.49M +17,363 New
SIC
678
SJS Investment Consulting
Ohio
$1.43M +$671K +7,811 +83%
FBB
679
Fulton Breakefield Broenniman
Maryland
$1.43M -$61.3K -713 -4%
PWMG
680
Pinnacle Wealth Management Group
Michigan
$1.43M +$116K +1,349 +9%
BMD
681
Better Money Decisions
New Mexico
$1.42M +$256K +2,978 +21%
RCI
682
RS Crum Inc
California
$1.41M +$500K +5,820 +52%
MA
683
MONECO Advisors
Connecticut
$1.41M +$106K +1,233 +8%
FHB
684
First Hawaiian Bank
Hawaii
$1.4M -$51.8K -603 -3%
VCM
685
Vivaldi Capital Management
Illinois
$1.39M -$570K -6,637 -28%
FNT
686
First Nebraska Trust
Nebraska
$1.39M +$23.7K +276 +2%
BFA
687
Bragg Financial Advisors
North Carolina
$1.39M -$25.9K -302 -2%
CFO
688
Callan Family Office
Pennsylvania
$1.39M +$100K +1,167 +8%
SWM
689
SeaCrest Wealth Management
New York
$1.39M +$24.4K +284 +2%
CIC
690
Cutler Investment Counsel
Oregon
$1.38M -$36K -419 -2%
NB
691
NBT Bank
New York
$1.37M +$56.6K +659 +4%
BWCS
692
Beirne Wealth Consulting Services
Connecticut
$1.37M -$71.7K -834 -5%
XF
693
XML Financial
Maryland
$1.37M -$682K -7,941 -33%
CWC
694
Carolinas Wealth Consulting
North Carolina
$1.36M +$50.7K +590 +4%
WC
695
Westwind Capital
New Mexico
$1.35M +$4.12K +48 +0.3%
JF
696
Jump Financial
Illinois
$1.35M +$297K +3,456 +27%
PRA
697
Pine Ridge Advisers
New York
$1.35M +$1.4M +16,277 New
ATC
698
Argent Trust Co
Tennessee
$1.35M -$6.87K -80 -0.5%
MAM
699
Mystic Asset Management
Rhode Island
$1.34M +$6.01K +70 +0.4%
MRWM
700
ML&R Wealth Management
Texas
$1.34M +$31.4K +366 +2%

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.