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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
BCA
1276
Bay Colony Advisors
Massachusetts
$266K -$3.87K -45 -1%
SMDAM
1277
Sumitomo Mitsui DS Asset Management
Japan
$265K +$44.5K +518 +19%
CBTWT
1278
Community Bank & Trust (Waco, Texas)
Texas
$265K -$6.62K -77 -2%
MM
1279
Meridian Management
Arkansas
$264K +$273K +3,176 New
SWM
1280
SigFig Wealth Management
California
$264K +$14.7K +171 +6%
IWP
1281
Icon Wealth Partners
Texas
$263K +$272K +3,169 New
BF
1282
Blankinship & Foster
California
$262K +$2.58K +30 +1%
DBT
1283
Dubuque Bank & Trust
Iowa
$261K -$1.2K -14 -0.4%
RMC
1284
Resources Management Corp
Connecticut
$260K -$62.4K -726 -35%
WP
1285
Westmount Partners
California
$259K +$14.8K +172 +6%
GAB
1286
German American Bancorp
Indiana
$258K -$3.87K -45 -1%
FIM
1287
Fernwood Investment Management
Massachusetts
$258K +$86 +1 +0%
JC
1288
Jentner Corp
Ohio
$258K -$13.8K -161 -5%
QT
1289
Quantbot Technologies
New York
$258K -$906K -10,550 -77%
RCA
1290
Riverview Capital Advisers
Massachusetts
$257K
TFS
1291
Thoroughbred Financial Services
Tennessee
$255K +$3.35K +39 +1%
UL
1292
Unionview LLC
Washington
$255K +$1.2K +14 +0.5%
RLIM
1293
Red Lighthouse Investment Management
New York
$254K
PP
1294
Patten & Patten
Tennessee
$250K -$25.6K -298 -9%
SBH
1295
Segall Bryant & Hamill
Illinois
$250K +$3.44K +40 +1%
LC
1296
Lincoln Capital
Nebraska
$249K -$8.85K -103 -3%
GI
1297
GAMCO Investors
Connecticut
$249K
TPW
1298
Transatlantique Private Wealth
New York
$249K
PFBT
1299
Parkside Financial Bank & Trust
Missouri
$248K +$38.2K +445 +17%
KCM
1300
Kendall Capital Management
Maryland
$248K

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.