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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
Brown Advisory
126
Brown Advisory
Maryland
$16.1M +$555K +6,465 +3%
FBFS
127
First Business Financial Services
Wisconsin
$16M -$147K -1,711 -0.9%
FU
128
Fairfield University
Connecticut
$15.9M -$927K -10,790 -5%
PFM
129
Phillips Financial Management
Indiana
$15.8M +$356K +4,149 +2%
FWP
130
Falcon Wealth Planning
California
$15.7M +$1.85M +21,586 +13%
MWP
131
Moller Wealth Partners
$15.6M +$44.4K +517 +0.3%
GB
132
Gunma Bank
Japan
$15.4M
BCM
133
Becker Capital Management
Oregon
$15.3M +$15.8M +184,472 New
TTWM
134
TCV Trust & Wealth Management
Virginia
$15.3M +$261K +3,042 +2%
BTI
135
Blue Trust Inc
Georgia
$15.2M -$1.28M -14,872 -7%
PFO
136
Pathstone Family Office
New Jersey
$15M -$17.2M -199,997 -52%
Citigroup
137
Citigroup
New York
$15M -$11.3M -132,041 -42%
V
138
Veritable
Delaware
$14.8M -$395K -4,603 -3%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$14.7M +$4.45M +51,736 +41%
MPM
140
MBB Public Markets
Illinois
$14.7M -$33.1M -385,692 -69%
IWC
141
Integrated Wealth Concepts
Massachusetts
$14.7M +$4.2M +48,846 +38%
ME
142
McIlrath & Eck
Washington
$14.6M +$344K +4,006 +2%
PNC
143
Park National Corp
Ohio
$14.6M -$324K -3,776 -2%
HWA
144
HHM Wealth Advisors
Tennessee
$14.6M +$3.09M +35,945 +26%
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$14.4M -$4.03M -46,902 -21%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$14.4M -$4.51M -52,461 -23%
RW
147
REDW Wealth
New Mexico
$14.3M +$136K +1,588 +0.9%
AWM
148
AE Wealth Management
Kansas
$14.2M -$450K -5,243 -3%
HNB
149
Huntington National Bank
Ohio
$14.1M
KBFS
150
Kohmann Bosshard Financial Services
Ohio
$14M +$543K +6,315 +4%

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.