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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
VT
1151
Vise Technologies
New York
$357K -$102K -1,183 -22%
AC
1152
Avestar Capital
New York
$356K
GWS
1153
Glassman Wealth Services
Virginia
$355K
COCM
1154
Charter Oak Capital Management
New Hampshire
$354K +$11.2K +130 +3%
ITIM
1155
Indiana Trust & Investment Management
Indiana
$353K -$3.87K -45 -1%
SWA
1156
Strategies Wealth Advisors
Michigan
$353K -$10.7K -124 -3%
HPM
1157
Hoxton Planning & Management
West Virginia
$353K -$97.4K -1,134 -21%
M
1158
MOTCO
Texas
$353K +$7.22K +84 +2%
MSWM
1159
McGlone Suttner Wealth Management
Wisconsin
$352K -$28.4K -331 -7%
PCTC
1160
Perkins Coie Trust Company
Washington
$352K -$33.9K -395 -9%
TGAM
1161
TBH Global Asset Management
Tennessee
$351K +$363K +4,223 New
SFP
1162
Strategic Financial Partners
Oregon
$347K +$11.4K +133 +3%
BFM
1163
Boston Financial Management
Massachusetts
$347K -$42.9K -499 -11%
ADL
1164
Asset Dedication LLC
California
$347K +$13.5K +157 +4%
SCM
1165
Sebold Capital Management
Illinois
$343K +$17.8K +207 +5%
RBC
1166
Romano Brothers & Co
Illinois
$343K -$168K -1,961 -32%
IPW
1167
Invictus Private Wealth
Colorado
$342K +$86.4K +1,006 +32%
GPA
1168
Garrison Point Advisors
California
$342K
AWA
1169
Arkadios Wealth Advisors
Georgia
$342K -$339K -3,947 -49%
CMA
1170
Cedar Mountain Advisors
Oregon
$341K -$123K -1,427 -26%
AFO
1171
Arrowroot Family Office
California
$340K +$351K +4,090 New
DWM
1172
Drive Wealth Management
Utah
$339K +$2.66K +31 +0.8%
BIP
1173
Blueprint Investment Partners
North Carolina
$339K +$351K +4,080 New
MMHP
1174
Murphy Middleton Hinkle & Parker
Georgia
$338K
GWM
1175
GSB Wealth Management
Connecticut
$338K -$22K -256 -6%

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.