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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
Macquarie Group
1551
Macquarie Group
Australia
$6K -$10.3K -120 -63%
EWM
1552
Endurance Wealth Management
Rhode Island
$6K
FMB
1553
Field & Main Bank
Kentucky
$5.73K -$9.88K -115 -63%
DAC
1554
Dividend Assets Capital
South Carolina
$5K
MFG
1555
Mendota Financial Group
Wisconsin
$4.44K
JWM
1556
Janiczek Wealth Management
Colorado
$4.3K
SGC
1557
Slocum, Gordon & Co
Rhode Island
$4.15K
IWP
1558
IAG Wealth Partners
Wisconsin
$4.07K +$172 +2 +4%
CWP
1559
Concord Wealth Partners
Virginia
$3.91K
MIM
1560
MTM Investment Management
South Carolina
$3.82K
LOIP
1561
Live Oak Investment Partners
Texas
$3.74K
MSFP
1562
Mark Sheptoff Financial Planning
Connecticut
$3.65K
GI
1563
GS Investments
Minnesota
$3.57K
PMFA
1564
Plante Moran Financial Advisors
Michigan
$3.29K -$102K -1,182 -97%
SFC
1565
SYM Financial Corp
Indiana
$2.99K -$41.8K -486 -93%
BL
1566
Balentine LLC
Georgia
$2.57K
HCA
1567
Heck Capital Advisors
Wisconsin
$2.57K +$2.66K +31 New
AIM
1568
Arcadia Investment Management
Michigan
$2.49K
PCA
1569
Providence Capital Advisors
North Carolina
$2.33K
TFP
1570
Tilia Fiduciary Partners
North Carolina
$2.16K
GWSA
1571
Global Wealth Strategies & Associates
Colorado
$1.99K -$82.5K -960 -98%
BBPWM
1572
Blue Bell Private Wealth Management
Pennsylvania
$1.91K
Allianz Asset Management
1573
Allianz Asset Management
Germany
$1.16K +$86 +1 +8%
IFAM
1574
Institutional & Family Asset Management
Colorado
$1.08K
EA
1575
Evolution Advisers
Virginia
$1K

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.