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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
NB
976
Northwest Bancshares
Pennsylvania
$566K -$33.2K -386 -5%
CS
977
Credit Suisse
Switzerland
$561K -$60.7K -707 -9%
VCM
978
Verde Capital Management
Michigan
$560K +$37.7K +439 +7%
PSCM
979
Per Stirling Capital Management
Texas
$559K -$1.69M -19,696 -75%
HWA
980
Heritage Wealth Advisors
Virginia
$557K -$11.4K -133 -2%
CAGAS
981
Capital Advisory Group Advisory Services
Minnesota
$555K -$5.16K -60 -0.9%
BI
982
Bramshill Investments
Florida
$553K +$572K +6,661 New
FPCG
983
Forum Private Client Group
Indiana
$552K -$11.8K -137 -2%
TCOO
984
Trust Company of Oklahoma
Oklahoma
$547K -$7.22K -84 -1%
DT
985
Diversified Trust
Tennessee
$547K +$566K +6,583 New
NCM
986
NCM Capital Management
New Jersey
$546K -$217K -2,520 -28%
AWAP
987
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$545K +$44.2K +514 +9%
PSIWM
988
Paradigm Strategies in Wealth Management
Minnesota
$543K -$231K -2,687 -29%
Wolverine Trading
989
Wolverine Trading
Illinois
$543K -$5.26M -61,238 -90%
CPP
990
Capasso Planning Partners
South Carolina
$540K -$40.2K -468 -7%
CCA
991
Cobblestone Capital Advisors
New York
$539K +$61K +710 +12%
CAM
992
Cozad Asset Management
Illinois
$538K
MWM
993
Maripau Wealth Management
Indiana
$537K -$4.38K -51 -0.8%
RPGK
994
Retirement Planning Group (Kansas)
Kansas
$537K
CAG
995
Csenge Advisory Group
Florida
$534K -$278K -3,238 -33%
PAG
996
Paladin Advisory Group
Iowa
$534K +$553K +6,433 New
MSAM
997
Moloney Securities Asset Management
Missouri
$532K +$2.32K +27 +0.4%
HT
998
Heritage Trust
Oklahoma
$529K
GF
999
Gries Financial
Ohio
$528K +$8.51K +99 +2%
SDWIA
1000
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$524K +$85.6K +996 +19%

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.