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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
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$19.5M -$5.02M -58,438 -20%
JFG
102
JMG Financial Group
Illinois
$19.2M -$400K -4,651 -2%
GT
103
Glenview Trust
Kentucky
$19M +$2.1M +24,484 +12%
CAG
104
Crestwood Advisors Group
Massachusetts
$18.9M -$259K -3,013 -1%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$18.8M +$10.5M +121,890 +116%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$18.8M -$9.37M -109,023 -32%
WANY
107
Wealthspire Advisors (New York)
New York
$18.8M +$506K +5,889 +3%
PCWA
108
Pacific Capital Wealth Advisors
California
$18.6M +$273K +3,182 +1%
VF
109
Virtu Financial
New York
$18.6M +$17.3M +201,766 +926%
MML Investors Services
110
MML Investors Services
Massachusetts
$18.4M -$3.03M -35,226 -14%
Northern Trust
111
Northern Trust
Illinois
$18.3M -$802K -9,334 -4%
CIA
112
Capital Investment Advisors
Georgia
$18.2M +$392K +4,561 +2%
BSW
113
Buckingham Strategic Wealth
Missouri
$18.1M
ECM
114
Evergreen Capital Management
Washington
$17.8M +$1.64M +19,073 +10%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$17.8M
PIMG
116
Patriot Investment Management Group
Tennessee
$17.7M +$343K +3,989 +2%
Victory Capital Management
117
Victory Capital Management
Texas
$17.6M
William Blair & Company
118
William Blair & Company
Illinois
$17.6M -$1.72M -20,063 -9%
WF
119
Whelan Financial
California
$17.5M +$1.8M +20,927 +11%
PAG
120
Private Advisor Group
New Jersey
$17.4M -$870K -10,127 -5%
TRCT
121
Tower Research Capital (TRC)
New York
$17.3M +$17.9M +207,751 +140,372%
AllianceBernstein
122
AllianceBernstein
Tennessee
$17M +$174K +2,025 +1%
CB
123
Commerce Bank
Missouri
$16.9M -$493K -5,739 -3%
BF
124
BOK Financial
Oklahoma
$16.4M -$1.07M -12,456 -6%
CTI
125
Community Trust & Investment
Kentucky
$16.3M +$322K +3,742 +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.