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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
LIM
701
Leavell Investment Management
Alabama
$1.34M -$46.3K -539 -3%
MOS
702
MGO One Seven
Ohio
$1.34M -$164K -1,906 -11%
BFM
703
Boothbay Fund Management
New York
$1.33M
FMN
704
Financial Management Network
California
$1.33M +$391K +4,553 +39%
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$1.33M +$362K +4,209 +36%
CHC
706
City Holding Co
West Virginia
$1.32M -$43K -500 -3%
RA
707
RFG Advisory
Alabama
$1.32M +$55.8K +650 +4%
HWM
708
HFG Wealth Management
Texas
$1.32M +$1.36M +15,884 New
SIA
709
Sage Investment Advisers
New York
$1.31M +$492K +5,731 +57%
OSAM
710
O'Shaughnessy Asset Management
Connecticut
$1.31M +$1.07M +12,460 +370%
WPWM
711
Windward Private Wealth Management
Kansas
$1.31M +$30.9K +360 +2%
TT
712
TI-Trust
Illinois
$1.31M -$105K -1,221 -7%
CAMG
713
CWA Asset Management Group
Florida
$1.3M +$82.8K +964 +7%
PB
714
Pinnacle Bancorp
Nebraska
$1.3M -$131K -1,520 -9%
NWM
715
Northwest Wealth Management
Iowa
$1.29M -$773 -9 -0.1%
KOMWMG
716
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.28M +$46.4K +540 +4%
BEW
717
Burton Enright Welch
California
$1.28M +$402K +4,678 +44%
WPW
718
Watershed Private Wealth
Illinois
$1.28M +$52.4K +610 +4%
HH
719
Hilltop Holdings
Texas
$1.28M -$80K -931 -6%
Invesco
720
Invesco
Georgia
$1.27M -$118K -1,379 -8%
HWM
721
Howard Wealth Management
Connecticut
$1.26M +$5.07K +59 +0.4%
LWM
722
Laidlaw Wealth Management
New York
$1.26M -$24.6K -286 -2%
FAM
723
Flaharty Asset Management
Florida
$1.26M +$207K +2,410 +19%
MCC
724
Money Concepts Capital
Florida
$1.26M +$12M +139,121 +871%
NCM
725
Narwhal Capital Management
Georgia
$1.26M +$149K +1,730 +13%

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.