We are live on ! Find out more
VNQ icon

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
WWMSC
1526
Wagner Wealth Management (South Carolina)
South Carolina
$14.7K +$86 +1 +0.6%
ICM
1527
Islay Capital Management
Texas
$14.4K
BLC
1528
Brown, Lisle/Cummings
Rhode Island
$14K
AC
1529
AlphaCore Capital
California
$13.1K +$9.97K +116 +276%
BG
1530
Bollard Group
Massachusetts
$13K -$26.8K -312 -67%
MFA
1531
Morling Financial Advisors
California
$12.4K +$12.7K +148 +14,800%
UIA
1532
Ulland Investment Advisors
Minnesota
$12K -$7.73K -90 -38%
TF
1533
TimeScale Financial
Massachusetts
$11.6K +$258 +3 +2%
SA
1534
SRH Advisors
Kansas
$11K
BC
1535
Belmont Capital
California
$10.8K
HWM
1536
HighMark Wealth Management
Minnesota
$10.6K +$86 +1 +0.8%
SCA
1537
Stonebridge Capital Advisors
Minnesota
$10.4K
TAM
1538
Tucker Asset Management
Colorado
$9.63K +$3.18K +37 +47%
DAM
1539
Delta Asset Management
Tennessee
$9.6K +$86 +1 +0.9%
FRA
1540
Front Row Advisors
California
$9K
JGCM
1541
Joseph Group Capital Management
Ohio
$8.88K -$73.5K -856 -89%
CP
1542
Castleview Partners
Texas
$8.86K
NECFA
1543
New England Capital Financial Advisors
Connecticut
$8.55K +$86 +1 +1%
AWM
1544
Aspire Wealth Management
Massachusetts
$8.37K +$86 +1 +1%
WPA
1545
West Paces Advisors
Georgia
$7.89K -$13.3K -155 -62%
PAIM
1546
Punch & Associates Investment Management
Minnesota
$7.89K
EL
1547
EMFO LLC
Florida
$7.81K
WIM
1548
WealthPlan Investment Management
Nebraska
$6.96K +$7.22K +84 New
LB
1549
Legacy Bridge
Iowa
$6.81K
GWSG
1550
GPS Wealth Strategies Group
Colorado
$6.46K +$6.7K +78 New

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.