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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
AWM
1326
Angeles Wealth Management
California
$233K
HS
1327
Horan Securities
United States
$230K -$17.8K -207 -7%
PWA
1328
Pillar Wealth Advisors
Pennsylvania
$226K +$773 +9 +0.3%
KIA
1329
Knollwood Investment Advisory
Maryland
$226K +$4.3K +50 +2%
CPA
1330
Capital Planning Advisors
California
$225K
TIM
1331
Tortoise Investment Management
New York
$225K +$687 +8 +0.3%
WFA
1332
WMG Financial Advisors
Tennessee
$225K -$48.3K -562 -17%
CTA
1333
Chesley Taft & Associates
Illinois
$224K -$34.3K -399 -13%
BA
1334
Bridge Advisory
California
$224K -$12.1K -141 -5%
JBA
1335
Johnson Bixby & Associates
Washington
$223K +$231K +2,686 New
SHFA
1336
SC&H Financial Advisors
Maryland
$223K +$230K +2,682 New
PWM
1337
Paulson Wealth Management
Illinois
$223K +$230K +2,682 New
BWM
1338
BNC Wealth Management
Oregon
$220K -$37.9K -441 -14%
ONST
1339
Old North State Trust
North Carolina
$220K -$2.83K -33 -1%
RMCM
1340
Reynders McVeigh Capital Management
Massachusetts
$219K -$52K -605 -19%
CT
1341
Colonial Trust
South Carolina
$219K +$16.2K +188 +8%
GCP
1342
GSA Capital Partners
United Kingdom
$218K +$225K +2,623 New
SG
1343
StoneX Group
New York
$215K -$105K -1,224 -32%
AC
1344
Addison Capital
Pennsylvania
$215K +$516 +6 +0.2%
RWM
1345
RBA Wealth Management
California
$214K -$859 -10 -0.4%
PFG
1346
PAX Financial Group
Texas
$214K -$1.72K -20 -0.8%
CHJWM
1347
Carlton Hofferkamp & Jenks Wealth Management
Texas
$213K
Tudor Investment Corp
1348
Tudor Investment Corp
Connecticut
$213K +$220K +2,562 New
BWM
1349
Blossom Wealth Management
California
$212K +$10.5K +122 +5%
SVWAG
1350
Sound View Wealth Advisors Group
Georgia
$212K -$292K -3,397 -57%

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.