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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
GKIM
1501
GW&K Investment Management
Massachusetts
$25K +$25.8K +300 New
OLVIG
1502
Oliver Lagore Vanvalin Investment Group
Michigan
$24.8K +$3.61K +42 +16%
CFB
1503
Cullen/Frost Bankers
Texas
$23.9K -$208K -2,422 -89%
FCG
1504
Financial Connections Group
California
$23K +$24.2K +282 New
RFA
1505
Resurgent Financial Advisors
Georgia
$22.3K -$16.6K -193 -42%
PP
1506
PrairieView Partners
Minnesota
$21K
MFG
1507
Monumental Financial Group
Maryland
$21K +$21.8K +254 New
APC
1508
Aspire Private Capital
North Carolina
$19.4K
FMP
1509
Financial Management Professionals
Texas
$19K +$18K +210 +1,050%
SIS
1510
Strategic Investment Solutions
Illinois
$17.5K +$18K +210 New
CMP
1511
Coston McIsaac & Partners
Maine
$17K
MIFH
1512
Migdal Insurance & Financial Holdings
Israel
$17K
Nomura Asset Management
1513
Nomura Asset Management
Japan
$16.6K
PCM
1514
Pointe Capital Management
Michigan
$16.6K +$17.2K +200 New
DCBT
1515
Dakota Community Bank & Trust
North Dakota
$16.5K -$167K -1,947 -91%
SS
1516
Sunbelt Securities
Texas
$16.3K +$17.2K +200 New
ZB
1517
Zions Bancorporation
Utah
$16.2K -$3.86M -44,965 -100%
CAM
1518
Chesapeake Asset Management
New York
$16.2K +$16.7K +194 New
HI
1519
Hoey Investments
Pennsylvania
$15.4K
NMG
1520
New Millennium Group
Utah
$15.3K
VWM
1521
Valley Wealth Managers
New Jersey
$15.1K
HWP
1522
Highline Wealth Partners
California
$15K
FMTCOCP
1523
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$78.2K -910 -84%
POIA
1524
Pin Oak Investment Advisors
Texas
$15K -$6.19K -72 -29%
BCV
1525
Banque Cantonale Vaudoise
Switzerland
$15K -$4.55K -53 -22%

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.