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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
MAM
1076
McLean Asset Management
Virginia
$433K -$558K -6,499 -55%
SWM
1077
Silverlake Wealth Management
Vermont
$432K +$78K +908 +21%
Chevy Chase Trust
1078
Chevy Chase Trust
Maryland
$429K -$240K -2,790 -35%
CCFM
1079
Clear Creek Financial Management
Washington
$429K -$23.8K -277 -5%
OAM
1080
Occidental Asset Management
California
$428K
FFM
1081
Forum Financial Management
Illinois
$428K +$62.8K +731 +17%
JCIA
1082
Jackson Creek Investment Advisors
Colorado
$426K -$1.2K -14 -0.3%
CCG
1083
Cypress Capital Group
Florida
$426K -$191K -2,228 -30%
SCM
1084
Schnieders Capital Management
California
$423K -$160K -1,865 -27%
CSWM
1085
Cassady Schiller Wealth Management
Ohio
$418K -$121K -1,410 -22%
TCM
1086
Tandem Capital Management
New Jersey
$418K
WWM
1087
Wiser Wealth Management
Georgia
$417K -$167K -1,941 -28%
BTW
1088
Boston Trust Walden
Massachusetts
$417K -$92.9K -1,081 -18%
OCM
1089
Objective Capital Management
Ohio
$417K -$32.8K -382 -7%
EWA
1090
EverSource Wealth Advisors
Alabama
$416K +$13.2K +154 +3%
FIBT
1091
First International Bank & Trust
North Dakota
$416K -$150K -1,746 -26%
HWA
1092
Hillcrest Wealth Advisors
New Jersey
$415K -$2.15K -25 -0.5%
EWM
1093
Edge Wealth Management
New York
$415K
PWM
1094
PBMares Wealth Management
Virginia
$414K +$7.56K +88 +2%
LA
1095
Latitude Advisors
Florida
$412K -$25.8K -300 -6%
LNB
1096
Ledyard National Bank
$412K -$121K -1,405 -22%
RWMH
1097
Riverpoint Wealth Management Holdings
Illinois
$412K -$790K -9,193 -65%
ORC
1098
O'Rourke & Company
Massachusetts
$411K +$8.33K +97 +2%
KFP
1099
Keystone Financial Planning
Ohio
$410K
WBCM
1100
Wilson & Boucher Capital Management
California
$407K -$8.59K -100 -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.