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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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$27.1M -$1.01M -11,717 -3%
CAM
77
Chandler Asset Management
California
$26.9M +$2.93M +34,142 +12%
CCA
78
Conservest Capital Advisors
Pennsylvania
$26.8M +$272K +3,163 +1%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$26.2M -$40.2M -467,864 -60%
SCM
80
SCS Capital Management
Massachusetts
$25.9M +$26.4M +306,734 +5,812%
GC
81
Garde Capital
Washington
$25.8M +$172K +1,998 +0.6%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$25.5M -$11.2M -130,026 -30%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$24.9M -$263K -3,057 -1%
TA
84
Tectonic Advisors
Texas
$24.8M +$1.96M +22,805 +8%
ODIJL
85
One Day In July LLC
Vermont
$24.6M +$342K +3,979 +1%
TWM
86
Tanglewood Wealth Management
Texas
$24.4M +$2.35M +27,316 +10%
Principal Financial Group
87
Principal Financial Group
Iowa
$23.8M +$6.81M +79,293 +38%
TF
88
TIAA FSB
Florida
$23.4M -$2.76M -32,148 -10%
CAM
89
Crestone Asset Management
Colorado
$23M +$1.97M +22,945 +9%
KL
90
KWMG LLC
Kansas
$22.6M +$792K +9,214 +4%
DCM
91
Disciplina Capital Management
Tennessee
$22.2M +$2.44M +28,414 +12%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$22.2M -$740K -8,617 -3%
AF
93
Ally Financial
Michigan
$21.7M
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
$21.5M +$5.3M +61,708 +31%
OH
95
Oikos Holdings
New York
$21M +$14.7M +171,100 +209%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$21M -$2.68M -31,162 -11%
CAN
97
Cetera Advisor Networks
California
$20.6M +$538K +6,260 +3%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$20.6M +$12.3M +142,708 +136%
JFA
99
JNBA Financial Advisors
Minnesota
$19.9M +$86.4K +1,006 +0.4%
JFGLC
100
Johnson Financial Group LLC (Colorado)
Colorado
$19.8M +$1.1M +12,848 +6%

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.