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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
SW
1351
StrongBox Wealth
Missouri
$212K -$23.5K -274 -10%
ASBI
1352
American State Bank (Iowa)
Iowa
$211K +$6.87K +80 +3%
CIA
1353
Cladis Investment Advisory
Montana
$211K -$15.8K -184 -7%
AWM
1354
Aries Wealth Management
Maine
$210K
CWS
1355
Confluence Wealth Services
Pennsylvania
$209K +$217K +2,522 New
LWP
1356
Lumature Wealth Partners
Georgia
$209K +$945 +11 +0.4%
EWA
1357
EP Wealth Advisors
California
$209K -$3.12M -36,280 -96%
SMA
1358
Sage Mountain Advisors
Georgia
$208K -$642K -7,470 -75%
SFC
1359
Strategic Financial Concepts
Texas
$207K +$214K +2,492 New
GWM
1360
Gray Wealth Management
Maine
$207K +$214K +2,490 New
DWM
1361
Darwin Wealth Management
Florida
$206K -$100K -1,164 -32%
AM
1362
AGF Management
Ontario, Canada
$206K
FNBOMD
1363
First National Bank of Mount Dora
Florida
$206K +$213K +2,477 New
ACM
1364
AUA Capital Management
Pennsylvania
$205K
MBTD
1365
Mechanics Bank - Trust Department
California
$204K -$12.9K -150 -6%
DW
1366
Domani Wealth
Pennsylvania
$203K +$210K +2,446 New
GA
1367
GFS Advisors
Texas
$203K -$1.29K -15 -0.6%
AWM
1368
Accurate Wealth Management
Florida
$202K +$91.8K +1,068 +78%
SLWA
1369
San Luis Wealth Advisors
California
$202K +$209K +2,431 New
WP
1370
WMS Partners
Maryland
$202K -$1.12K -13 -0.5%
KAM
1371
Kraft Asset Management
Tennessee
$201K +$208K +2,422 New
MAM
1372
Montchanin Asset Management
Delaware
$201K +$208K +2,420 New
TC
1373
TAGStone Capital
North Carolina
$201K +$208K +2,424 New
LWANC
1374
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K -$39.5K -460 -16%
DWA
1375
Delap Wealth Advisory
Oregon
$200K -$249K -2,902 -55%

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.