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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
WCM
726
Wealthcare Capital Management
Virginia
$1.25M +$173K +2,019 +15%
JIC
727
Joel Isaacson & Co
New York
$1.25M +$7.73K +90 +0.6%
CCM
728
Crew Capital Management
Ohio
$1.25M -$458K -5,336 -26%
RMAM
729
Raab & Moskowitz Asset Management
New Jersey
$1.25M -$26.5K -308 -2%
HCM
730
Hollencrest Capital Management
California
$1.24M -$24.3K -283 -2%
BJL
731
Brighton Jones LLC
Washington
$1.24M -$37.7K -439 -3%
PG
732
Prostatis Group
Maryland
$1.24M +$791K +9,204 +161%
SIC
733
Salem Investment Counselors
North Carolina
$1.24M -$20.8K -242 -2%
OCM
734
One Capital Management
California
$1.23M +$41.1K +478 +3%
SPA
735
Sentinel Pension Advisors
Massachusetts
$1.23M -$945 -11 -0.1%
EC
736
Estate Counselors
Wisconsin
$1.23M +$9.02K +105 +0.7%
FWM
737
Fingerlakes Wealth Management
New York
$1.22M -$15.1K -176 -1%
BCM
738
Barden Capital Management
Texas
$1.21M +$15.2K +177 +1%
PFSC
739
Peoples Financial Services Corp
Pennsylvania
$1.2M +$15.7K +183 +1%
TCMP
740
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.2M +$84.5K +983 +7%
BFO
741
Boston Family Office
Massachusetts
$1.2M +$91.1K +1,060 +8%
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
$1.2M +$207K +2,405 +20%
WJA
743
Willis Johnson & Associates
Texas
$1.19M +$188K +2,190 +18%
OC
744
Oppenheimer & Co
New York
$1.19M -$144K -1,677 -10%
GWM
745
Geneos Wealth Management
Colorado
$1.19M -$6.96K -81 -0.6%
MMA
746
Miracle Mile Advisors
California
$1.19M +$426K +4,956 +53%
SFG
747
SNS Financial Group
Minnesota
$1.18M +$18.6K +216 +2%
NCM
748
Next Capital Management
New York
$1.18M
PPP
749
Private Portfolio Partners
New Jersey
$1.18M -$27.3K -318 -2%
JWA
750
JFS Wealth Advisors
Pennsylvania
$1.18M -$411K -4,782 -25%

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.