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
WA
1201
Wealthstream Advisors
New York
$318K -$82.3K -958 -20%
BAM
1202
Berkshire Asset Management
Pennsylvania
$317K -$85.9K -1,000 -21%
FIA
1203
Foundations Investment Advisors
Arizona
$317K -$94.8K -1,103 -22%
FCB
1204
First County Bank
Connecticut
$317K -$28.9K -336 -8%
HCA
1205
Horan Capital Advisors
Ohio
$316K +$258 +3 +0.1%
IF
1206
Ironwood Financial
Arizona
$315K +$2.75K +32 +0.9%
RSA
1207
River Street Advisors
Illinois
$315K +$17.6K +205 +6%
PCS
1208
Personal CFO Solutions
New Jersey
$314K +$3.61K +42 +1%
MMM
1209
Mendel Money Management
Illinois
$313K +$52.1K +606 +19%
IA
1210
Insight Advisors
Pennsylvania
$313K -$7.39K -86 -2%
WP
1211
Wealthspan Partners
Iowa
$313K +$86 +1 +0%
SGCA
1212
Steel Grove Capital Advisors
Tennessee
$312K -$102K -1,190 -24%
RBFC
1213
Roman Butler Fullerton & Co
Missouri
$311K +$430 +5 +0.1%
SC
1214
SouthState Corp
Florida
$309K -$39.5K -460 -11%
TWP
1215
Transparent Wealth Partners
Arkansas
$309K +$601 +7 +0.2%
Fisher Asset Management
1216
Fisher Asset Management
Washington
$307K -$52.9K -616 -14%
AA
1217
Alesco Advisors
New York
$305K
HSA
1218
HBK Sorce Advisory
Pennsylvania
$305K -$103K -1,196 -25%
BWM
1219
Birchcreek Wealth Management
Ohio
$305K -$65.4K -761 -17%
GAM
1220
Griffin Asset Management
New York
$304K +$24.7K +288 +9%
SAM
1221
Stone Asset Management
Texas
$304K -$1.14M -13,215 -78%
VFA
1222
Voya Financial Advisors
Connecticut
$302K +$319K +3,714 New
MC
1223
Moors & Cabot
Massachusetts
$301K -$88K -1,024 -22%
MWM
1224
Mascoma Wealth Management
New Hampshire
$301K -$153K -1,781 -33%
OWP
1225
Obermeyer Wealth Partners
Colorado
$301K +$311K +3,625 New

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.