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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
WSTAM
876
Wilbanks Smith & Thomas Asset Management
Virginia
$787K -$92.8K -1,080 -10%
BFG
877
Bouchey Financial Group
New York
$787K -$86 -1 -0%
OCFG
878
O'Connor Financial Group
Illinois
$781K +$808K +9,406 New
CA
879
Calton & Associates
Florida
$781K +$1.03K +12 +0.1%
FNBT
880
FineMark National Bank & Trust
Florida
$774K +$35.8K +417 +5%
FNB
881
Farmers National Bank
Kentucky
$774K +$33.8K +393 +4%
CD
882
Chapin Davis
Maryland
$772K +$6.01K +70 +0.8%
EWM
883
Endowment Wealth Management
Wisconsin
$771K +$129K +1,500 +19%
BCM
884
BCK Capital Management
Connecticut
$771K +$798K +9,283 New
GEA
885
Glen Eagle Advisors
New Jersey
$770K +$39.6K +461 +5%
CCC
886
Chelsea Counsel Company
California
$770K
FWCM
887
Ferguson Wellman Capital Management
Oregon
$769K -$19M -220,555 -96%
National Bank of Canada
888
National Bank of Canada
Quebec, Canada
$767K +$5.67K +66 +0.7%
AR
889
Apeiron RIA
Texas
$766K -$970K -11,288 -55%
TC
890
TAP Consulting
Missouri
$766K -$1.34M -15,577 -63%
BAM
891
Belpointe Asset Management
Nevada
$763K -$527K -6,128 -40%
PA
892
PFG Advisors
Arizona
$762K -$41.9K -488 -5%
WP
893
WealthShield Partners
North Carolina
$762K +$99.7K +1,160 +14%
LIA
894
LS Investment Advisors
Michigan
$761K -$3.86M -44,869 -83%
FMWA
895
Forvis Mazars Wealth Advisors
Missouri
$758K +$150K +1,747 +24%
CWM
896
Chesapeake Wealth Management
Virginia
$756K -$45.3K -527 -5%
NRI
897
NFP Retirement Inc
California
$752K +$12K +140 +2%
TSW
898
Thompson Siegel & Walmsley
Virginia
$751K
FB
899
First Bancorp
Maine
$748K +$19.3K +225 +3%
LSC
900
Logan Stone Capital
Illinois
$746K +$772K +8,985 New

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.