We are live on ! Find out more
VNQ icon

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
SSWM
1176
Sheets Smith Wealth Management
North Carolina
$338K +$4.3K +50 +1%
GLA
1177
Good Life Advisors
Pennsylvania
$337K +$65.6K +764 +23%
DI
1178
Diligent Investors
California
$337K
AWM
1179
Aprio Wealth Management
Georgia
$336K -$15.3K -178 -4%
EP
1180
Eudaimonia Partners
Tennessee
$335K +$347K +4,037 New
RWG
1181
Regal Wealth Group
California
$335K -$23.6K -275 -6%
MSA
1182
Marino Stram & Associates
Massachusetts
$334K
DWM
1183
Dakota Wealth Management
Florida
$333K +$80.7K +939 +31%
IP
1184
Intellectus Partners
California
$332K -$69.8K -812 -17%
CWM
1185
Collaborative Wealth Management
Florida
$331K -$17.2K -200 -5%
SBIA
1186
Sheaff Brock Investment Advisors
Indiana
$331K -$1.2K -14 -0.4%
CFO
1187
Colony Family Offices
North Carolina
$331K +$43K +500 +14%
RWM
1188
RKL Wealth Management
Pennsylvania
$327K -$20.5K -239 -6%
CPA
1189
Capital Performance Advisors
California
$327K +$28.4K +330 +9%
MWM
1190
Meridian Wealth Management
Kentucky
$326K -$85.7K -997 -20%
SW
1191
SkyOak Wealth
Michigan
$325K +$8.42K +98 +3%
WAG
1192
Winthrop Advisory Group
Massachusetts
$324K -$4.3K -50 -1%
CT
1193
Caldwell Trust
Florida
$323K +$4.9K +57 +1%
RWB
1194
RMR Wealth Builders
New Jersey
$322K -$91.5K -1,065 -22%
AFP
1195
Ausdal Financial Partners
Iowa
$321K -$143K -1,661 -30%
LWMNY
1196
Landmark Wealth Management (New York)
New York
$320K +$92.5K +1,077 +39%
BFA
1197
Beacon Financial Advisory
Ohio
$320K -$28.4K -330 -8%
RFN
1198
RDA Financial Network
Iowa
$319K -$32.4K -377 -9%
QPWM
1199
Quadrant Private Wealth Management
Pennsylvania
$318K -$5.76K -67 -2%
LNWWM
1200
Laird Norton Wetherby Wealth Management
California
$318K -$128K -1,488 -28%

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.