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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
TC
1001
TownSquare Capital
Utah
$521K +$153K +1,785 +40%
HL
1002
HeadInvest LLC
Maine
$520K +$17.9K +208 +3%
RMDI
1003
R.M. Davis Inc
Maine
$518K
CCA
1004
Column Capital Advisors
Indiana
$516K +$110K +1,276 +26%
CCM
1005
Canal Capital Management
Virginia
$515K -$1.41M -16,377 -73%
PMG
1006
Private Management Group
California
$514K -$8.85K -103 -2%
SWA
1007
Strata Wealth Advisors
Texas
$514K +$103K +1,204 +24%
GWP
1008
Gateway Wealth Partners
Wisconsin
$513K -$33.9K -395 -6%
LW
1009
Libra Wealth
California
$512K
SAM
1010
S.A. Mason
Michigan
$510K
GP
1011
Girard Partners
Pennsylvania
$510K -$1.08M -12,591 -67%
H
1012
HoyleCohen
California
$510K +$62.8K +731 +14%
AAG
1013
Armstrong Advisory Group
Massachusetts
$508K +$90.1K +1,049 +21%
CIAS
1014
CFS Investment Advisory Services
New Jersey
$505K +$523K +6,087 New
BCM
1015
Boltwood Capital Management
California
$503K
BCM
1016
Bayesian Capital Management
New York
$503K -$939K -10,924 -64%
CA
1017
Claro Advisors
Massachusetts
$503K -$5.41K -63 -1%
KLCM
1018
KG&L Capital Management
Louisiana
$500K +$16.5K +192 +3%
CFS
1019
Cannon Financial Strategists
Georgia
$500K +$56.3K +655 +12%
MTC
1020
McDaniel Terry & Co
Texas
$498K +$6.1K +71 +1%
SWM
1021
Stockman Wealth Management
Montana
$498K -$60.1K -700 -10%
IP
1022
Ignite Planners
California
$497K -$1.72K -20 -0.3%
PMG
1023
ProVise Management Group
Florida
$496K -$60.1K -700 -10%
KA
1024
Kearns & Associates
California
$495K -$945 -11 -0.2%
GWM
1025
Greenwich Wealth Management
Connecticut
$495K -$72.8K -847 -12%

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.