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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
PI
1026
PFG Investments
New York
$494K +$511K +5,947 New
NAS
1027
NWF Advisory Services
California
$489K +$503K +5,852 New
CCB
1028
Country Club Bank
Missouri
$488K -$99.8K -1,161 -16%
HCP
1029
Hexagon Capital Partners
Arkansas
$488K +$1.2K +14 +0.2%
WWM
1030
Windsor Wealth Management
Indiana
$485K +$181K +2,112 +56%
PCA
1031
Prosperity Capital Advisors
Ohio
$483K -$292K -3,400 -37%
AG
1032
Advocate Group
Minnesota
$478K -$55.2K -643 -10%
ANBT
1033
American National Bank & Trust
Texas
$472K -$51.2K -596 -9%
WCP
1034
Wick Capital Partners
Pennsylvania
$471K +$274K +3,191 +129%
BFS
1035
Bradley Foster & Sargent
Connecticut
$471K -$11.9K -139 -2%
FWI
1036
Facet Wealth Inc
Maryland
$469K -$50.4K -587 -9%
MWM
1037
Merriman Wealth Management
Washington
$469K -$254K -2,959 -34%
SOS
1038
Silver Oak Securities
Tennessee
$468K -$4.04K -47 -0.8%
LFAS
1039
Level Four Advisory Services
Texas
$468K +$96.1K +1,118 +25%
IAS
1040
Insigneo Advisory Services
Florida
$468K -$430K -5,000 -47%
EWP
1041
Elevation Wealth Partners
California
$464K +$480K +5,582 New
AA
1042
Advisory Alpha
Michigan
$463K -$9.79K -114 -2%
PFWA
1043
Paces Ferry Wealth Advisors
Georgia
$462K -$24.2K -282 -5%
MFIMFI
1044
Mesirow Financial Investment Management - Fixed Income
Illinois
$462K
TCOV
1045
Trust Company of Vermont
Vermont
$459K -$2.15K -25 -0.5%
IIC
1046
Ironwood Investment Counsel
Arizona
$459K -$67.2K -782 -12%
N
1047
Natixis
France
$459K
FSWA
1048
Financial Synergies Wealth Advisors
Texas
$459K -$5.84K -68 -1%
IDA
1049
Intelligence Driven Advisers
California
$459K +$73.4K +854 +18%
FNT
1050
First National Trust
Pennsylvania
$458K +$74.7K +869 +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.