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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
VNA
1376
Valley National Advisers
Pennsylvania
$199K
EW
1377
Element Wealth
Mississippi
$198K -$18.6K -216 -8%
TFGT
1378
TS Financial Group (TSFG)
Illinois
$193K -$25.6K -298 -11%
HFS
1379
HBC Financial Services
Washington
$188K +$2.06K +24 +1%
AIC
1380
Archer Investment Corporation
Indiana
$187K -$6.44K -75 -3%
CFD
1381
Creative Financial Designs
Indiana
$177K +$18.2K +212 +11%
OC
1382
Oakworth Capital
Alabama
$177K -$5.5K -64 -3%
C
1383
Covestor
United Kingdom
$171K -$3.95K -46 -2%
HGERS
1384
Householder Group Estate & Retirement Specialist
Arizona
$167K +$172K +2,005 New
ACA
1385
Aptus Capital Advisors
Alabama
$166K -$651K -7,578 -79%
TVWM
1386
Tower View Wealth Management
Wisconsin
$162K +$10.6K +123 +7%
HR
1387
Howe & Rusling
New York
$162K -$15.6K -181 -9%
IGWM
1388
ICA Group Wealth Management
Colorado
$162K -$15.2K -177 -8%
LWA
1389
Lowe Wealth Advisors
Maryland
$159K -$1.03M -11,943 -86%
IF
1390
Integrity Financial
Wyoming
$158K +$8.25K +96 +5%
PCM
1391
Perritt Capital Management
Illinois
$157K
BA
1392
Ballast Advisors
Minnesota
$154K +$7.82K +91 +5%
S
1393
SignatureFD
Georgia
$153K -$24.8K -289 -14%
Zurich Cantonal Bank
1394
Zurich Cantonal Bank
Switzerland
$146K +$24.6K +286 +19%
PIA
1395
Powell Investment Advisors
Florida
$144K
HB
1396
Horizon Bancorp
Indiana
$141K +$5.41K +63 +4%
GWANC
1397
Guardian Wealth Advisors (North Carolina)
North Carolina
$139K
MIM
1398
Macroview Investment Management
Maryland
$134K +$773 +9 +0.6%
RG
1399
Retirement Group
California
$127K +$5.58K +65 +4%
PR
1400
Payden & Rygel
California
$123K

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.