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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
JIR
1576
James Investment Research
Ohio
$1K
SWG
1577
Summit Wealth Group
Vermont
$1K +$5.72M +66,598 New
ACM
1578
Antonetti Capital Management
Florida
$830 -$1.11M -12,883 -100%
LF
1579
Lee Financial
Texas
$748 +$773 +9 New
GFPC
1580
Global Financial Private Client
Florida
$577
PI
1581
PEAK6 Investments
Illinois
$567 -$1.1M -12,842 -100%
HPIA
1582
Hamilton Point Investment Advisors
North Carolina
$498 +$516 +6 New
GC
1583
Gould Capital
Washington
$415
AA
1584
Addison Advisors
Vermont
$344
FCAS
1585
First Command Advisory Services
Texas
$332 -$38.5K -448 -99%
SFCL
1586
Strengthening Families & Communities LLC
Massachusetts
$231 +$2.15K +25 +0.9%
IA
1587
IFS Advisors
Kansas
$154 -$45.1K -525 -100%
WOC
1588
West Oak Capital
California
$89 +$91.9K +1,070 +107,000%
SWA
1589
Sutton Wealth Advisors
Florida
$83
AWM
1590
Activest Wealth Management
Florida
$82 +$86 +1 New
BA
1591
Bellwether Advisors
Nebraska
$40
Caisse de Depot et Placement du Quebec (CDPQ)
1592
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$124M -1,507,000 Closed
FMLI
1593
Fukoku Mutual Life Insurance
Japan
-$31.6M -383,000 Closed
MFS
1594
Mirabella Financial Services
United Kingdom
-$24.7M -299,348 Closed
FMI
1595
Factory Mutual Insurance
Massachusetts
-$22M -266,600 Closed
IB
1596
Iyo Bank
Japan
-$19.4M -235,715 Closed
MMRF
1597
Michelson Medical Research Foundation
California
-$18.7M -226,480 Closed
OFCM
1598
One Fin Capital Management
California
-$11.5M -140,000 Closed
MHS
1599
M Holdings Securities
Oregon
-$11M -128,379 Closed
CC
1600
Chanos & Company
New York
-$9.73M -117,962 Closed

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.