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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
PCMC
1126
Private Capital Management (Colorado)
Colorado
$382K -$24.1K -280 -6%
SC
1127
Stephens Consulting
Michigan
$382K -$132K -1,533 -25%
PIAS
1128
PCA Investment Advisory Services
Ohio
$379K +$393K +4,569 New
SFG
1129
SevenBridge Financial Group
Pennsylvania
$378K +$52.2K +607 +15%
GFP
1130
Gryphon Financial Partners
Ohio
$374K
PIA
1131
Perennial Investment Advisors
California
$373K -$258K -3,005 -40%
AF
1132
Arrow Financial
New York
$372K +$30.9K +360 +9%
FTC
1133
Farmers Trust Company
Ohio
$371K -$29K -338 -7%
FDDB
1134
Fidelity D&D Bancorp
Pennsylvania
$369K +$367K +4,270 New
ML
1135
McAdam LLC
Pennsylvania
$369K +$382K +4,441 New
PCP
1136
Proficio Capital Partners
Massachusetts
$368K +$15.5K +180 +4%
RWM
1137
Revisor Wealth Management
Ohio
$368K +$381K +4,431 New
Koshinski Asset Management
1138
Koshinski Asset Management
Illinois
$368K +$103K +1,202 +43%
PAMG
1139
Patton Albertson Miller Group
Tennessee
$367K -$54.9K -639 -13%
CCA
1140
Cadent Capital Advisors
Oklahoma
$367K +$6.79K +79 +2%
MBFW
1141
Morton Brown Family Wealth
Pennsylvania
$365K +$174K +2,029 +86%
FWM
1142
Forza Wealth Management
Florida
$365K +$64.4K +750 +21%
TA
1143
TrueWealth Advisors
Alabama
$365K -$129K -1,502 -25%
BCM
1144
Basso Capital Management
Connecticut
$363K
FNWM
1145
Financial Network Wealth Management
Utah
$363K +$27.7K +322 +8%
GVAG
1146
Great Valley Advisor Group
Delaware
$362K -$27.8K -323 -7%
FOFP
1147
Fee-Only Financial Planning
South Carolina
$360K +$258 +3 +0.1%
PAS
1148
Professional Advisory Services
Florida
$360K
LW
1149
Linscomb Wealth
Texas
$358K -$61.5K -716 -14%
MIC
1150
Meridian Investment Counsel
California
$357K

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.