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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
BAAM
776
Baker Avenue Asset Management
California
$1.08M -$765K -8,907 -41%
IAG
777
Investment Advisory Group
Massachusetts
$1.08M -$33.6K -391 -3%
WDG
778
Wealth Dimensions Group
Ohio
$1.08M +$4.73K +55 +0.4%
FFWM
779
Future Financial Wealth Management
Ohio
$1.07M +$705K +8,205 +172%
RIM
780
Rakuten Investment Management
Japan
$1.07M +$25.8K +300 +2%
NRWA
781
North Ridge Wealth Advisors
Oregon
$1.07M +$1.1M +12,852 New
PFM
782
Parsec Financial Management
North Carolina
$1.07M -$61.7K -718 -5%
AG
783
Ascent Group
Virginia
$1.06M +$19.2K +224 +2%
VVP
784
Venture Visionary Partners
Ohio
$1.05M -$85.7K -997 -7%
WTB
785
Washington Trust Bank
Washington
$1.05M -$262K -3,052 -19%
B
786
Bridgeworth
Alabama
$1.05M +$62.7K +730 +6%
DFA
787
DHK Financial Advisors
New Hampshire
$1.05M
MLICM
788
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M +$60.1K +700 +6%
PC
789
Prairiewood Capital
North Dakota
$1.05M -$1.38K -16 -0.1%
MCWS
790
McKinley Carter Wealth Services
West Virginia
$1.04M -$178K -2,077 -14%
APC
791
Asset Planning Corporation
Tennessee
$1.04M +$63.7K +741 +6%
CA
792
CGN Advisors
Kansas
$1.04M -$50K -582 -4%
VWA
793
Visionary Wealth Advisors
Illinois
$1.03M +$112K +1,308 +12%
EA
794
Eclectic Associates
California
$1.03M +$66.7K +776 +7%
OCM
795
Orleans Capital Management
Louisiana
$1.03M +$12.9K +150 +1%
CFMC
796
Curbstone Financial Management Corp
New Hampshire
$1.03M +$103K +1,200 +11%
Bank of Nova Scotia
797
Bank of Nova Scotia
Ontario, Canada
$1.02M -$816K -9,500 -44%
AIM
798
Anchor Investment Management
South Carolina
$1.02M +$67.6K +787 +7%
AFG
799
Arkansas Financial Group
Arkansas
$1.01M -$288K -3,350 -22%
RSWM
800
Robertson Stephens Wealth Management
California
$1M -$303K -3,531 -23%

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.