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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
CL
1476
COWA LLC
Oklahoma
$41.1K +$33.1M +385,619 +7,340%
BWM
1477
Baystate Wealth Management
Massachusetts
$40.6K +$32K +372 +321%
RCM
1478
Rain Capital Management
Oregon
$40.3K -$13.2K -154 -24%
CWM
1479
Cedar Wealth Management
California
$38.9K -$86 -1 -0.2%
GI
1480
Gradient Investments
Minnesota
$37.6K -$1.72K -20 -4%
FCA
1481
FinTrust Capital Advisors
South Carolina
$37.1K
GM
1482
GeoWealth Management
Illinois
$37K -$36.9K -430 -49%
KFS
1483
Kelly Financial Services
Massachusetts
$36.6K +$4.81K +56 +15%
PK
1484
Pflug Koory
Nebraska
$33.9K -$9.71K -113 -22%
OHWP
1485
Oak Harbor Wealth Partners
North Carolina
$33.9K
KSWA
1486
Kathleen S. Wright Associates
Pennsylvania
$33.2K
AFG
1487
Albion Financial Group
Utah
$32.8K -$5.67K -66 -14%
SWA
1488
SOA Wealth Advisors
New York
$31.9K
IRC
1489
Investors Research Corp
Georgia
$31.7K -$1.46K -17 -4%
PA
1490
PSI Advisors
Florida
$30.6K -$8.59K -100 -21%
PFA
1491
Pathway Financial Advisers
Indiana
$29.9K -$8.94K -104 -22%
ATC
1492
Adirondack Trust Company
New York
$29.1K -$16.8K -195 -36%
KC
1493
Kenfarb & Co
Kentucky
$28.6K
FDCC
1494
Foster Dykema Cabot & Co
Massachusetts
$28K +$28.6K +333 New
SVCP
1495
Silicon Valley Capital Partners
California
$27.8K +$258 +3 +0.9%
WBC
1496
West Branch Capital
Massachusetts
$27.4K
CIA
1497
Cape Investment Advisory
Georgia
$27.4K +$28.4K +330 New
HFS
1498
Hantz Financial Services
Michigan
$26K +$27K +314 New
CTA
1499
Colonial Trust Advisors
South Carolina
$25.9K
SSG
1500
Summit Securities Group
New York
$25K -$365K -4,250 -93%

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.