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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
HDIM
1401
Hanson & Doremus Investment Management
Vermont
$122K -$773 -9 -0.6%
CSB
1402
City State Bank
Iowa
$120K -$1.72K -20 -1%
CFFP
1403
Center for Financial Planning
Michigan
$115K +$3.44K +40 +3%
FCA
1404
Fortis Capital Advisors
Kansas
$115K -$164K -1,909 -58%
VDBMI
1405
Van Den Berg Management I
Texas
$115K -$3.87K -45 -3%
EBA
1406
Eagle Bay Advisors
New York
$114K +$90.2K +1,050 +319%
RI
1407
Ridgewood Investments
New Jersey
$114K +$117K +1,367 New
FFA
1408
Founders Financial Alliance
North Carolina
$112K -$21.2K -247 -15%
BWL
1409
Bogart Wealth LLC
Virginia
$109K -$224K -2,605 -67%
VCM
1410
Vigilant Capital Management
Maine
$108K -$17.3K -201 -13%
PPC
1411
Park Place Capital
Alabama
$105K +$25.9K +302 +32%
AF
1412
Advisornet Financial
Minnesota
$104K -$22.2K -258 -17%
NL
1413
NVWM LLC
Pennsylvania
$104K
BWP
1414
Baldwin Wealth Partners
Massachusetts
$101K +$60.8K +708 +138%
AIA
1415
Armor Investment Advisors
North Carolina
$95.9K
CIAS
1416
Capital Investment Advisory Services
North Carolina
$94.6K -$2.66K -31 -3%
CCM
1417
Chilton Capital Management
Texas
$94.3K -$9.36M -108,926 -99%
BBHC
1418
Brown Brothers Harriman & Co
New York
$94.3K
PGAM
1419
Princeton Global Asset Management
New Jersey
$92.5K +$258 +3 +0.3%
GCM
1420
Garland Capital Management
Washington
$91.3K
WP
1421
WealthPLAN Partners
Nebraska
$90.8K +$93.9K +1,093 New
BAM
1422
Bellevue Asset Management
Washington
$90.2K
JHCP
1423
Jackson Hole Capital Partners
Oklahoma
$87.3K +$258 +3 +0.3%
CIA
1424
Choate Investment Advisors
Massachusetts
$87.2K -$30.1K -350 -25%
CT
1425
Cambridge Trust
Massachusetts
$86K -$41.5K -483 -32%

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.