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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
RWM
1051
Ruedi Wealth Management
Illinois
$458K +$57.8K +673 +14%
IIC
1052
Integrated Investment Consultants
Michigan
$458K +$9.11K +106 +2%
JWS
1053
Juncture Wealth Strategies
Arizona
$458K +$59.7K +695 +14%
BC
1054
Barrett & Company
Rhode Island
$457K +$72K +838 +18%
BOSSRA
1055
B.O.S.S. Retirement Advisors
Utah
$455K +$89.5K +1,042 +23%
WRPWM
1056
Werba Rubin Papier Wealth Management
California
$453K +$5.33K +62 +1%
CCT
1057
Capital City Trust
Florida
$452K -$7.13K -83 -2%
ES
1058
Eagle Strategies
New York
$450K -$11.9K -138 -2%
LWM
1059
Lodestone Wealth Management
Washington
$450K -$26.7K -311 -5%
WA
1060
Wambolt & Associates
Colorado
$449K +$5.93K +69 +1%
FHC
1061
First Heartland Consultants
Missouri
$448K -$1.8K -21 -0.4%
BC
1062
Burney Company
Virginia
$447K +$19.5K +227 +4%
WP
1063
WealthSource Partners
California
$444K +$3.78K +44 +0.8%
MAS
1064
Madden Advisory Services
Florida
$444K
FCP
1065
Fidelis Capital Partners
Florida
$443K +$459K +5,344 New
BWA
1066
BDO Wealth Advisors
Florida
$443K +$1.55K +18 +0.3%
BCA
1067
Bray Capital Advisors
Florida
$441K +$86 +1 +0%
IWA
1068
Inspirion Wealth Advisors
Illinois
$441K +$159K +1,846 +53%
HPC
1069
HM Payson & Co
Maine
$440K -$61K -710 -12%
QFA
1070
Quantum Financial Advisors
California
$440K +$16.2K +189 +4%
BFEC
1071
Benjamin F. Edwards & Company
Missouri
$437K -$49.1K -572 -10%
LWCFA
1072
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$436K +$451K +5,250 New
AIA
1073
Avalon Investment & Advisory
Texas
$435K -$153K -1,784 -25%
FWA
1074
FSC Wealth Advisors
New York
$435K +$67.9K +790 +18%
ACM
1075
Advisors Capital Management
New Jersey
$434K +$773 +9 +0.2%

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.