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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
Stifel Financial
51
Stifel Financial
Missouri
$54.4M +$2.65M +30,809 +5%
CFG
52
Citizens Financial Group
Rhode Island
$48.5M +$3.36M +39,135 +7%
PCM
53
Passive Capital Management
Maryland
$44.5M +$78K +908 +0.2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$44M -$103M -1,200,068 -69%
M&T Bank
55
M&T Bank
New York
$43.6M -$2.98M -34,693 -6%
LFA
56
LifeGuide Financial Advisors
Pennsylvania
$42.9M +$1.68M +19,522 +4%
Truist Financial
57
Truist Financial
North Carolina
$41.5M -$8.39M -97,689 -16%
EWM
58
Empirical Wealth Management
Washington
$40.1M +$2.6M +30,206 +7%
Two Sigma Investments
59
Two Sigma Investments
New York
$39.7M -$4.29M -49,979 -9%
FCB
60
First Command Bank
Texas
$39.7M +$2.54M +29,613 +7%
FCFS
61
First Command Financial Services
Texas
$39.7M +$2.54M +29,613 +7%
Cerity Partners
62
Cerity Partners
New York
$38.7M +$12.5M +145,653 +45%
EA
63
Efficient Advisors
Ohio
$36.7M +$708K +8,240 +2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$35.4M +$36.6M +426,100 New
RJA
65
Raymond James & Associates
Florida
$35.2M -$7.67M -89,323 -17%
FCBT
66
First Citizens Bank & Trust
North Carolina
$35.2M +$34.7M +403,816 +2,069%
SLI
67
Sumitomo Life Insurance
Japan
$34.3M +$35.5M +413,331 New
BlackRock
68
BlackRock
New York
$33.4M -$9.19K -107 -0%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$31.7M +$30.5M +354,572 +1,290%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$30.6M -$913K -10,630 -3%
BP
71
Ballentine Partners
Massachusetts
$30.4M +$15M +174,263 +91%
State Street
72
State Street
Massachusetts
$29M -$7.07M -82,238 -19%
COI
73
Connable Office Inc
Michigan
$28.7M +$2.5M +29,140 +9%
OPCM
74
Osborne Partners Capital Management
California
$27.9M +$459K +5,341 +2%
SI
75
Stephens Inc
Arkansas
$27.3M +$4.09M +47,600 +17%

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.