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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
WCM
1251
Washington Capital Management
Washington
$278K
BHWM
1252
Bar Harbor Wealth Management
New Hampshire
$278K -$65.6K -764 -19%
PCM
1253
Poehling Capital Management
Wisconsin
$277K +$2.75K +32 +1%
JTWM
1254
Jackson Thornton Wealth Management
Alabama
$277K -$21.2K -247 -7%
SRC
1255
Sage Rhino Capital
California
$277K
MHR
1256
Matthew Hamilton Rosenberg
$277K -$69.2K -805 -19%
LDB
1257
Lee, Danner & Bass
Tennessee
$277K
SFG
1258
Synergy Financial Group
California
$277K
BCM
1259
Brookmont Capital Management
Texas
$276K +$945 +11 +0.3%
APP
1260
Avantax Planning Partners
Iowa
$274K -$21.7K -252 -7%
MAWCM
1261
Mine & Arao Wealth Creation & Management
California
$273K +$1.55K +18 +0.6%
AMM
1262
American Money Management
California
$272K +$2.06K +24 +0.7%
FSA
1263
Financial Services Advisory
Maryland
$272K +$45.9K +534 +19%
DTC
1264
Davidson Trust Company
Washington
$270K
CHA
1265
Cooper/Haims Advisors
New York
$270K +$172 +2 +0.1%
WA
1266
Waverly Advisors
Alabama
$269K -$172 -2 -0.1%
SFB
1267
STAR Financial Bank
Indiana
$269K -$48.2K -561 -15%
CNBTD
1268
Citizens National Bank Trust Department
Mississippi
$269K
BOM
1269
Bank of Marin
California
$267K -$78.3K -911 -22%
TI
1270
Trexquant Investment
Connecticut
$267K +$276K +3,213 New
CB
1271
Cadence Bank
Mississippi
$267K -$43K -500 -13%
SIM
1272
Stratos Investment Management
Ohio
$266K -$48.7K -567 -15%
WSFS
1273
Wilmington Savings Fund Society
Delaware
$266K -$76.7K -893 -22%
RW
1274
RVW Wealth
California
$266K -$66.2K -770 -19%
Deutsche Bank
1275
Deutsche Bank
Germany
$266K -$430K -5,000 -61%

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.