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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
EGA
1101
E&G Advisors
Texas
$407K -$8.76K -102 -2%
WHCI
1102
W.H. Cornerstone Investments
Massachusetts
$406K +$24.1K +280 +6%
RA
1103
Resolute Advisors
California
$405K +$17.8K +207 +4%
LIG
1104
Lokken Investment Group
Delaware
$403K +$56.1K +653 +16%
BCP
1105
Berkeley Capital Partners
Georgia
$403K -$4.47K -52 -1%
TCBWMS
1106
Texas Capital Bank Wealth Management Services
Texas
$402K
MCCP
1107
Mission Creek Capital Partners
California
$398K -$2.23K -26 -0.5%
MIAS
1108
Mason Investment Advisory Services
Virginia
$398K -$50.1K -583 -11%
Jones Financial Companies
1109
Jones Financial Companies
Missouri
$397K -$234K -2,726 -36%
NPF
1110
Norris Perne & French
Michigan
$396K +$5.58K +65 +1%
ULWM
1111
Upper Left Wealth Management
Florida
$396K -$24K -279 -6%
DDPIC
1112
Deroy & Devereaux Private Investment Counsel
Michigan
$394K +$27.5K +320 +7%
SDWMA
1113
Schneider Downs Wealth Management Advisors
Pennsylvania
$393K +$2.32K +27 +0.6%
PTP
1114
Platform Technology Partners
New York
$393K -$39.7K -462 -9%
MI
1115
Moneywise Inc
Virginia
$388K +$6.1K +71 +2%
RG
1116
Rathbones Group
United Kingdom
$388K -$12.5K -145 -3%
CHA
1117
Carmichael Hill & Associates
Maryland
$387K -$14.8K -172 -4%
VPIM
1118
Vanguard Personalized Indexing Management
California
$387K +$401K +4,664 New
HIM
1119
Harbour Investment Management
Washington
$385K -$217K -2,520 -35%
HCC
1120
Hirtle Callaghan & Co
Pennsylvania
$385K -$1.55K -18 -0.4%
MWM
1121
McNaughton Wealth Management
California
$385K
EA
1122
Eudaimonia Advisors
Tennessee
$383K +$397K +4,615 New
OPA
1123
Old Port Advisors
Maine
$383K -$47.2K -549 -11%
W
1124
WorthPointe
California
$383K +$99.2K +1,154 +33%
ES
1125
ETF Store
Kansas
$383K +$9.19K +107 +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.