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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
FDCDDQ
1451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.1K -$137K -1,600 -70%
MAWA
1452
Moss Adams Wealth Advisors
Washington
$57.6K -$653K -7,599 -92%
WWM
1453
Wolff Wiese Magana
California
$57.5K -$11.7K -136 -16%
CB
1454
CNB Bank
Pennsylvania
$56.1K -$2.92K -34 -5%
NFSG
1455
Newbridge Financial Services Group
Florida
$55.6K -$25.3K -295 -31%
SN
1456
Sittner & Nelson
Oregon
$55.3K
FGAM
1457
Financial Gravity Asset Management
Texas
$54.9K +$86 +1 +1%
OIA
1458
Optimum Investment Advisors
Illinois
$53.8K
FWM
1459
Focused Wealth Management
New York
$53.7K +$172 +2 +0.3%
RCM
1460
Raleigh Capital Management
North Carolina
$53.5K +$55.3K +644 New
TC
1461
Tacita Capital
Ontario, Canada
$53K +$54.9K +639 New
BWAM
1462
Boyd Watterson Asset Management
Ohio
$52.6K
EAM
1463
Eukles Asset Management
Ohio
$52.5K -$11.8K -137 -18%
MTIC
1464
Missouri Trust & Investment Company
Missouri
$51.9K -$1.72K -20 -3%
TWC
1465
TD Waterhouse Canada
Ontario, Canada
$51.6K +$7.82K +91 +17%
RWPA
1466
Richard W. Paul & Associates
Michigan
$50.4K +$2.06K +24 +4%
ST
1467
Sageworth Trust
Pennsylvania
$50.4K +$52.2K +607 New
PG
1468
Proffitt & Goodson
Tennessee
$49.9K
BCMLT
1469
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.3K -$10.2K -119 -17%
CCP
1470
Carmel Capital Partners
California
$47.4K +$49.1K +571 New
SWM
1471
Sugarloaf Wealth Management
Georgia
$44.5K -$2.92K -34 -6%
BWM
1472
BerganKDV Wealth Management
Minnesota
$44.3K
NIC
1473
Northwest Investment Counselors
Oregon
$44.1K
CIA
1474
Cascade Investment Advisors
Oregon
$41.4K +$42.9K +499 New
EWM
1475
Evermay Wealth Management
Virginia
$41.1K -$7.05K -82 -14%

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.